From enquiry to proposal
in under 30 seconds.
We build your pricing system. You generate branded quotes instantly — with multiple options, automatic calculations, and everything your client needs to say yes.
This is what your clients receive.
Branded, detailed proposals — generated in seconds, not hours.
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Everything between the enquiry and the handshake.
One proposal.
Multiple ways to say yes.
Send up to 4 quotes at a time in one email. Your client picks what works — no more sending separate quotes and hoping they open the right one.
- Send up to 4 quotes in one email
- Each option is a full branded PDF
- Bundle and send in one email
Under 30 seconds.
That's not a target. It's the average.
We build your pricing system during onboarding. Your team fills in the form, hits generate, and sends. Done.
- Automatic calculations from pre-built templates
- Branded PDFs generated in seconds
- Send from your own Gmail or Outlook
- Clients view & sign online — you know the moment they open it
What you actually get.
Everything else that comes with every Quotie plan.
Smart Quote Forms
Your team sees a simple form tailored to your trade. Fill it in, hit generate — the pricing engine does the rest.
Accept & Sign Online
Every quote gets a branded hosted page. Clients view all options, accept, and digitally sign — signed certificate stamped into the PDF.
Email & Inbox
Send from Gmail or Outlook. Full two-way inbox sync for all client emails — threaded conversations, reply composer, CC/BCC.
Follow-Ups & Callback Leads
Outstanding quotes ranked by urgency. Pre-quote callback pipeline with call tracking and timed reminders that auto-graduate to a quote.
Pipeline, Analytics & Profit
Won revenue, conversion rates, pipeline value. Plus per-company profit formulas, margin trends, and profit-by-rep.
CRM & Contacts
Full contact history with GoHighLevel two-way sync built in.
Job Handoff
Won quotes become jobs. Playbooks with step-by-step checklists, task tracking, customisable pipeline.
Site Visits & Road Days
Plan road days, scan GHL calendars for booked visits, drag to order stops, travel-time routing, one-click create quote from a visit.
Calendar
Day, week, month views. Drag-and-drop rescheduling. Quotes, jobs, and site visits in one view.
Automations
Trigger on quote viewed, signed, or declined — plus job events. Multi-trigger workflows, wait steps, AND/OR conditions, GHL actions.
Numbers don't lie. Neither do results.
Built with businesses. Backed by results.
“I couldn't believe how quickly we closed $360k in a single month once we had Quotie dialled in. The multi-option proposals are a game changer — clients love being able to choose what works for them.”
“I couldn't believe how quickly we closed $360k in a single month once we had Quotie dialled in. The multi-option proposals are a game changer — clients love being able to choose what works for them.”
Got questions? We've got answers.
Quotie is a done-for-you quoting platform built for trades businesses. We build your pricing system and templates during onboarding — then your team generates branded proposals in under 30 seconds, with multiple options, automatic calculations, and a built-in follow-up pipeline.
Most businesses are quoting within the first week. We work closely with you to understand how you price, build your quote form, and then refine it together until it matches exactly how your business works. It's a collaborative process — not a one-day setup.
Absolutely. We build your quote forms and PDF templates during onboarding — every field, layout, and calculation is tailored to exactly how your business works. After that, you just come to us for price changes or new materials.
Yes — GoHighLevel, ServiceM8, Gmail, Outlook, Google Drive, and Dropbox integrations are built in. Contacts sync automatically, emails send from your own account, and documents can be stored where you already work.
Fill in the quote form, hit generate. Quotie's engine builds a branded PDF from your template in seconds — complete with your logo, cover page, multiple options, totals, and any custom fields you've set up.
Yes. Compose an email, attach your PDFs, and send from your own Gmail or Outlook account — so clients see your email address, not a third-party tool. Replies come back directly to your inbox.
Yes. Every quote email can include a link to a hosted, branded quote page. Your client views all options online, chooses what works, and signs with a digital signature pad — no download required. A signed certificate is automatically stamped into the PDF and saved to the job. You know the moment they open or download the page, and signing can trigger follow-up automations automatically.
All data is encrypted at rest and in transit. Each business's data is completely isolated — your data is only visible to your team, no exceptions.
Every customer gets full onboarding. We build your quote form, set up your PDF template, configure your pricing, set up your branding, and train your team. We refine everything with you over the first week until it's dialled in — you don't need to figure anything out yourself.
Get a quoting system built for your business
Tell us about your trade and we'll get you set up with a quoting system that fits the way you actually work.