Platform Features

Every tool your quoting workflow needs.

Templates, PDFs, sending, tracking, follow-ups, jobs — one platform, no gaps.

Template Builder

We build your pricing logic during onboarding — conditional fields, matrix pricing, automatic calculations. Your team just fills in the form and hits generate. Come back to us for price changes or new materials.

  • Conditional fields & matrix pricing
  • Automatic margin calculations
  • Reusable template library

Instant PDF Generation

Branded PDFs generated server-side from your HTML templates. Cover pages, option tiers, totals, and custom fields — all automatic.

  • Custom HTML templates
  • Automatic quote numbering
  • Download or send directly

Multi-Option Proposals

Send up to 4 options in a single quote group. Each option is a full branded PDF. Bundle and send in one professional email.

  • Up to 4 pricing tiers
  • Full PDF per option
  • Bundle in one email

Email Sending & Reply Tracking

Send quotes directly from your own Gmail or Outlook account. Customisable email templates with merge variables. Client replies are tracked and appear in Quotie automatically.

  • Native Gmail & Outlook sending
  • Merge variable templates
  • Reply tracking in-app
  • CC/BCC with per-send overrides

Follow-Up Dashboard

Every outstanding quote ranked by urgency — overdue, due today, upcoming. Reschedule tracking with ordinal badges. Send history and notes on every quote group.

  • Urgency sorting
  • One-click reschedule
  • Reschedule badges (1st, 2nd, 3rd)

Pipeline & Analytics

Quote status tracking, won revenue, conversion rates, and pipeline value. Filter by date range, status, and user.

  • Status tracking: draft, sent, won, lost
  • Revenue & conversion metrics
  • Date and user filters

CRM & Contacts

Full contact history, multi-address support, GoHighLevel two-way sync. Import from GHL or add manually.

Job Handoff

One-click quote-to-job conversion. Configurable pipeline columns, SOPs with step-by-step checklists, ServiceM8 integration.

Calendar & Scheduling

Day, week, and month views with drag-and-drop rescheduling. Link events to quotes and contacts.

Automations & Integrations

GoHighLevel, ServiceM8, webhook and HTTP actions. Trigger automations on quote events.

How It Works

Follow the quote from build to close.

How the template builder works

1
We build your template
Dropdowns, conditional fields, quantities — tailored to your trade
2
We configure your pricing
Margins, labour rates, material costs, matrix pricing — all pre-built
3
We set up your options
Up to 4 tiers per template — basic through premium
4
Your team generates quotes
Fill the form, hit generate. The template does the maths.

See it for yourself.

Book a free demo and we'll walk you through Quotie — personalised for your trade.

Schedule a DemoView Pricing