Online Quotation Tool
Generates structured price quotes from project inputs to help sales teams and contractors produce consistent estimates quickly and accurately.
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Informazioni su questo strumento
Its configurable rules for discounts and tax applicability maintain pricing discipline and help teams respond quickly to client inquiries. The outputs include an itemized list, subtotals, tax, discounts, and the final total in the selected currency, all prepared for CRM or proposal system integration.
Come usare
- Provide inputs for each line item, including name, quantity, and unit price, then specify currency and tax rate.
- Add optional discounts or tax exemptions and define delivery window or client terms as needed.
- Run calculation to generate the quote and review line-item totals, subtotals, tax, discounts, and grand total.
- Export or share the quote in CSV or JSON formats and attach to the client record.
- Iterate scenarios to compare alternative configurations and thresholds.
Frequently Asked Questions
Trova risposte rapide
Can I customize tax rules by client or jurisdiction?
Can I export the quote for CRM or proposal systems?
What inputs are required to generate a quote?
How are totals calculated and rounded?
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