# CRM Quote Builder in Braintree

> Quote builder for Braintree businesses, from CubeCRM. UK-built, UK-hosted and set up around your team. Serving Chelmsford, Colchester and Southend-on-Sea too.

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

We support businesses in Braintree the way we would want to be supported ourselves: somebody who knows the account, on the end of a phone, and in the room when being in the room is what the job needs. Braintree is comfortably within a morning’s drive of our Olney office.

## Details

- **Feature:** CRM Quote Builder
- **Included in:** CubeCRM (https://cubecrm.co.uk/platform)
- **Location:** Braintree, Essex
- **Distance from our Olney office:** 57 miles - comfortably within a morning’s drive of our Olney office
- **Postcode districts:** CM7, CM77
- **Also known as:** Quotation builder, Proposal builder, E-signature quotes, Quote templates, Price book

## Coverage

We cover Braintree and the surrounding area, including Town Centre, Skyline 120 Business Park, Great Notley, Black Notley and Bocking, across the CM7 and CM77 postcode districts. We also work with businesses in Chelmsford, Colchester, Southend-on-Sea and Basildon and elsewhere in Essex.

## 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/essex/braintree
- **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/essex/braintree
- **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/essex/braintree

## 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/essex/braintree
- **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/essex/braintree
- **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/essex/braintree

## Elsewhere in Essex

See https://cubecrm.co.uk/features/quote-builder/essex for CRM quote builder across Essex.

## 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)