From price list to signed quote without opening Word.
Early accessCRM Quote Builder
Branded quotes and proposals from your own price list, with revisions, discount approvals, automatic chasing and online acceptance.
- Included in CubeCRM
- UK hosted on AWS
- 01234 672 617
The quote is often the only document a customer compares you on, and too often it is built by copying last month’s Word file.
CubeCRM builds quotes on the deal from a central price list, applies customer pricing and volume breaks automatically, and produces a properly branded PDF or proposal. Every revision is kept, discounts past your limit need approval, follow-ups are scheduled before expiry, and the customer can accept online - which wins the deal and, if you want, creates the draft invoice in your accounts package.
What it does
Six things quote builder takes off your plate
All of it sits on the same customer record as the rest of CubeCRM, so nothing is typed twice.
Central price list
Products, services, rates and bundles, with customer pricing and volume breaks applied for you.
Branded documents
Your templates, terms, cover letter and attachments, sent from the deal by email.
Revisions and approvals
Every version kept, and discounts over a threshold routed for sign-off with a reason.
Online acceptance
Customers accept with a link; who and when are recorded and the deal is marked won.
Automatic chasing
Follow-ups before expiry, escalation for high values, and a list of everything outstanding.
Straight to the accounts
Accepted quotes can create the customer and a draft invoice in Xero, Sage or QuickBooks.
Drag-and-drop editor
Build and reorder lines by dragging them, add custom lines for anything not in the price list, and see price, cost and margin as you go.
Alternatives suggested
Similar and alternative products suggested as you build, so a quote is not lost to one unavailable line.
Preview and send from you or the team
Preview the document, then send it by automated email with the quote and any custom attachments, from your own address or a team one.
How it works
Three steps, and then it looks after itself
Load the price list
Products, services and rates imported and grouped, with customer-specific pricing where you have it.
Design the template
Your branding and terms, so quotes look like yours rather than ours.
Quote from the deal
Pick lines, send, and let the follow-ups and acceptance take care of themselves.
- Every
Revision kept against the deal
- Online
Acceptance that wins the deal
- Auto
Chasing before a quote expires
Near you
Quote builder, county by county
We work in person across the UK from our base in Olney, Buckinghamshire. These are some of the areas we regularly cover. If you’re not listed, we’ll still come to you. Pick your county to see local coverage, postcode districts and the towns we visit.
Questions
Questions people ask about this
Yes. Lines can be optional or alternatives, and the customer picks when accepting online.
Yes, to the quote or inside the proposal PDF.
It records who accepted, when and what they saw, which is usually what a business needs. Whether it forms a contract depends on your terms, so check them with your adviser.
For price-list and service quoting, yes. Detailed estimating from bills of materials and live stock costs is part of CubeERP, which shares CubeCRM’s data model.
Yes. The customer’s pricing and discount set-up is applied as you add lines, and the margin updates as you go.
Yes, if you want them to. The approval process is optional and can be set by discount level or value.
Where it fits
Part of these solutions
The same feature, described from the angle of the problem it solves.
Quoting & Proposal Software
Branded quotes and proposals built from your own price list, with every revision kept, automatic chasing and online acceptance that closes the deal.
Sales Pipeline Software
Every opportunity on one board, by stage, with value, likelihood and next step - so the whole team can see what is live and what is stuck.
Client Management Software
For service businesses that manage clients rather than sell products - engagements, contacts, documents, renewals and every conversation on one client record.
Works with
Features people use alongside it
Pipeline management
Every deal on a board by stage, with value, likelihood, owner and next step - and stalled deals flagged before they quietly die.
See how it worksIntegrations & API
Microsoft 365, Google Workspace, Xero, Sage, QuickBooks, Mailchimp, website forms and phone systems - plus a documented REST API and webhooks, all included.
See how it worksTasks & follow-ups
Calls, meetings, visits and to-dos logged against the customer, with reminders that raise themselves so a promised call-back actually happens.
See how it works
See it properly
See quote builder with your own customers
A demo using a real enquiry, a real quote and a few of your actual customers tells you more than a scripted one. It takes forty minutes and there is no obligation.
