Every tool your quoting workflow needs.
Templates, PDFs, sending, tracking, follow-ups, jobs — one platform, no gaps.
Smart Quote Forms
Your team sees a simple form tailored to your trade — dropdowns, quantities, and fields that adapt based on what you select. Fill it in, hit generate, and the system handles the rest. We build everything during onboarding so your team never touches a spreadsheet.
Instant PDF Generation
Branded PDFs generated instantly from your custom-built company template. Cover pages, multiple options, totals, and custom fields — all automatic.
- Custom branded templates
- Automatic quote numbering
- Download or send directly
Multi-Option Proposals
Send up to 4 quotes at a time in one email. Each option is a full branded PDF — your client sees every option in one place.
- Send up to 4 quotes at a time
- Full PDF per option
- Bundle in one email
Accept & Sign Online
Every quote email can include a hosted, branded quote page. Clients view all options online, choose what works, and digitally sign right there — a signed certificate is stamped into the PDF. You know the moment a client opens or downloads the page. Decline-with-reason handling included.
- Hosted branded quote page per email
- Digital signature with certificate PDF
- View & download tracking on the hosted page
- Quote viewed / signed / declined automation triggers
- Decline-with-reason handling
Email & Unified Inbox
Send quotes from your own Gmail or Outlook. All client email lives in Quotie — threaded conversations, reply composer with CC/BCC and attachments. Not just quote replies — every message with that contact.
- Native Gmail & Outlook sending
- Full two-way inbox sync
- Threaded conversations per contact
- Reply composer with CC/BCC + attachments
Follow-Up Dashboard
Every outstanding quote ranked by urgency — overdue, due today, upcoming. Reschedule tracking with ordinal badges. Send history and notes on every job.
- Urgency sorting
- One-click reschedule
- Reschedule badges (1st, 2nd, 3rd)
Callback Leads
Pre-quote lead pipeline. Leads land from GHL webhooks or manual entry. Track call attempts, set timed callback reminders with live countdown, and auto-graduate the lead to a full quote when ready.
- GHL webhook ingestion + manual entry
- Call attempt tracking
- Timed callback reminders with live countdown
- Auto-graduates to a quote
Site Visits & Road Days
Plan road days from within Quotie. Scan your GHL calendar for booked site visits, drag-to-order your stops, get travel-time routing, and view booking summaries. One-click creates a quote directly from a visit.
- GHL calendar scan for booked visits
- Drag-to-order stops
- Travel-time routing
- Booking summaries
- One-click create quote from a visit
Pipeline, Analytics & Profit
Quote status tracking, won revenue, conversion rates, and pipeline value. Profit tracking adds per-company profit formulas, margin trends, profit-by-rep, and per-deal breakdowns on the analytics dashboard.
- Status tracking: draft, sent, won, lost
- Revenue & conversion metrics
- Per-company profit formulas
- Margin trends & profit-by-rep
Notifications
Real-time notifications when quotes are sent, won, or need follow-up. Daily digest emails so nothing slips through the cracks.
- Real-time in-app alerts
- Daily digest emails
- Follow-up reminders
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. Customisable pipeline, Playbooks with step-by-step checklists, task tracking, and job files from Drive or Dropbox.
Calendar & Scheduling
Day, week, and month views with drag-and-drop rescheduling. Quotes, jobs, and site visits all in one calendar.
Automations v2
Triggers on quote events (sent, viewed, signed, declined, won) and job events. Multi-trigger workflows, AND/OR conditions, wait steps, filter steps. Actions: email, webhooks, GHL notes/tags/opportunities, notifications.
Follow the quote from build to close.
How quoting works
See it for yourself.
Book a free demo and we'll walk you through Quotie — personalised for your trade.