# CRM Quote Builder

> Branded quotes and proposals from your own price list, with revisions, discount approvals, automatic chasing and online acceptance.

**URL:** https://cubecrm.co.uk/features/quote-builder

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.

## Details

- **Feature:** CRM Quote Builder
- **Included in:** CubeCRM (https://cubecrm.co.uk/platform)
- **Coverage:** Nationwide, set up in person
- **Also known as:** Quotation builder, Proposal builder, E-signature quotes, Quote templates, Price book

## What it does

- **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.

## How it works

1. **Load the price list:** Products, services and rates imported and grouped, with customer-specific pricing where you have it.
2. **Design the template:** Your branding and terms, so quotes look like yours rather than ours.
3. **Quote from the deal:** Pick lines, send, and let the follow-ups and acceptance take care of themselves.

## Figures

- **Every** Revision kept against the deal
- **Online** Acceptance that wins the deal
- **Auto** Chasing before a quote expires

## Frequently asked questions

**Can customers choose between options?**

Yes. Lines can be optional or alternatives, and the customer picks when accepting online.

**Can we attach drawings and photos?**

Yes, to the quote or inside the proposal PDF.

**Is online acceptance legally binding?**

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.

**Can it estimate from materials and labour?**

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.

## Problems it helps solve

- **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. https://cubecrm.co.uk/software/quoting-software
- **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. https://cubecrm.co.uk/software/sales-pipeline-software
- **Client Management Software** - For service businesses that manage clients rather than sell products - engagements, contacts, documents, renewals and every conversation on one client record. https://cubecrm.co.uk/software/client-management-software

## Related features

- **CRM Pipeline Management** - Every deal on a board by stage, with value, likelihood, owner and next step - and stalled deals flagged before they quietly die. https://cubecrm.co.uk/features/pipeline-management
- **CRM Integrations & API** - Microsoft 365, Google Workspace, Xero, Sage, QuickBooks, Mailchimp, website forms and phone systems - plus a documented REST API and webhooks, all included. https://cubecrm.co.uk/features/crm-integrations
- **CRM Tasks & Follow-ups** - Calls, meetings, visits and to-dos logged against the customer, with reminders that raise themselves so a promised call-back actually happens. https://cubecrm.co.uk/features/tasks-and-follow-ups

## Contact

- **Product:** CubeCRM
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubecrm.co.uk
- **Sales:** sales@cubecrm.co.uk
- **Support:** support@cubecrm.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)