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BUSINESS TOOLS

Quotation & Proposal Builder

Write a priced quote or a short proposal and print it or save it as a PDF: your logo and details, the client, line items with quantities, units and discounts, VAT at mixed rates (or none if you are not registered), a discount on the total, a deposit, the validity date, what is included, a timeline, your terms and a signature line. Three designs, automatic numbering, saved clients, and a list showing open, won and lost quotes with your win rate.

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Ready to try · Write a priced quote or a short proposal and print it or save it as a PDF: your logo and details, the client, line items with quantities, units and discounts, VAT at mixed rates (or none if you are not registered), a discount on the total, a deposit, the validity date, what is included, a timeline, your terms and a signature line. Three designs, automatic numbering, saved clients, and a list showing open, won and lost quotes with your win rate.

YOUR OWN SPACE TO EXPLORE

Business Tools

  • Line items, discounts, VAT at mixed rates, deposit
  • Three printable designs with your logo; PDF
  • Open, won and lost quotes with your win rate

Explore a private demonstration organisation with fictional records. English and French are available in the app's account settings.