Powerful custom quoting,
built for your business.
Every answer you or your team enters changes the quote — line items appear, prices recalculate, wording rewrites itself. We build all of that for your business. You just fill in a form.
Fill in the form. The quote writes itself.
Five trades, five different kinds of pricing logic. Your real engine is built to however your business quotes — whatever the logic, we build it.
◆This example shows: Options filter themselves — incompatible gear can't be quoted.
You never build any of this. During onboarding we sit down with you, map out your pricing, and build your form, your logic, and your templates. You — or your team — just answer the questions.
Tiered rates, travel zones, supplier price lists, minimum callouts, margin rules, compatibility charts — if you can explain how you price a job, we can build it into your engine.
Same form. One different answer. A completely different quote.
Standard single-storey installation on tilt-mount racking.
Two-storey installation including elevated work platform and edge protection.
One dropdown. Three changes — a new line item, a different labour rate, and rewritten scope wording. Nobody typed any of it. That's the difference between a quoting tool and a pricing system that actually knows your business.
One simple idea. Everything else is built around it.
Form in, quote out. That's the core of Quotie.
Every quote you or your team generates is stored, tracked, and managed from the same place — so the system that creates your quotes is the same system that follows them up, gets them signed, and turns them into jobs.
No exporting, no copy-pasting between tools, no “which version did we send?” The quote is the centre of your business — so it's the centre of Quotie.
Everything downstream of the quote.
Sending, signing, follow-ups, pipeline, jobs — all in the same place your quotes live.
Smart Quote Forms
You (or your team) get 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.
We build it. You quote.
Quotie isn't software you set up. It's a system we build for you.
We map your pricing
Onboarding starts with a working session: your products, rates, rules, and the way you actually price jobs.
We build your system
Templates, calculations, conditional logic, branded PDFs, email templates — built and tested by us, typically live in a couple of weeks.
You fill in a form
From then on, every quote takes under 30 seconds. You only ever come back to us for price updates or new products.
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
The examples above are a fraction of what your system will do. Tell us about your trade and we'll build a quoting system that fits the way you actually price.