Stop rebuilding the same quote in a Word template every time.
Early accessQuoting & 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.
- Part of CubeCRM
- Serving businesses across the UK
- 01234 672 617
For a lot of businesses the quote is the sales process: it is the document the customer compares, the one that sets the price, and often the only written record of what was promised.
Yet it is usually built in a Word or Excel template, saved to somebody’s documents folder and chased when there is time. CubeCRM builds quotes from your own products, services and price lists on the customer record, applies agreed discounts and customer pricing automatically, and produces a properly branded PDF or proposal. Every revision is kept, discounts past a limit need approval, follow-ups are scheduled before the quote expires, and the customer can accept online - which marks the deal as won without anybody retyping a line.
- Every
Revision kept, with who changed what
- Online
Acceptance that closes the deal
- Auto
Chasing before a quote expires
What it does
Inside quoting & proposal software
The parts of CubeCRM that make up quoting. Everything here sits on the same customer record, so nothing needs re-keying between them.
Your price list, applied
Products, services, labour rates and bundles held centrally, with customer-specific prices and volume breaks applied automatically. Nobody quotes from last year’s figures by accident.
Documents that look like yours
Branded quote and proposal templates with your terms, cover letter, photographs and specifications attached. Issued by email from the customer record.
Revisions and approvals
Every version kept, with what changed and who changed it. Discounts or margins beyond a threshold need sign-off, and the reason is recorded against the quote.
Accept online
Customers accept with a link, which records who accepted and when, and moves the deal to won. It removes the "I thought you had that in writing" conversation.
Chasing without a diary
Follow-ups scheduled automatically before expiry, with escalation for high-value quotes and a clear list of everything outstanding by person.
Won work to the accounts
An accepted quote can create the customer and a draft invoice or sales order in Xero, Sage or QuickBooks, so finance picks it up without retyping it.
In practice
Problems this actually solves
Typical situations, anonymised. What businesses tell us before they change anything, and what changes afterwards.
- Case 1
A Word template and a lot of copying
Before
A commercial kitchen installer built every quote in Word by copying the last similar one. Prices were occasionally out of date, the wrong customer name slipped through more than once, and nobody could find a quote from last year.
With CubeCRM
Quotes are built from a maintained price list on the customer record and produced from one template. Old quotes are a search away, and copy-and-paste mistakes stopped.
- Case 2
Discounts nobody approved
Before
A trade supplier let salespeople discount freely to win work. Margins on some accounts had eroded for years before anybody noticed.
With CubeCRM
Discounts past an agreed level now need a manager’s approval with a reason. Margin on quoted work became visible by salesperson, and the worst leakage stopped within a quarter.
- Case 3
Quotes that quietly expired
Before
An events company issued quotes and waited. Around a third were never followed up, because chasing depended on individuals remembering and busy weeks meant nobody did.
With CubeCRM
Follow-ups are now scheduled automatically and escalate by value. A good share of quotes that would previously have lapsed in silence turned into bookings.
The features behind it
See the parts doing the work
Each one has its own page showing how it works. And if the business later needs orders and stock, CubeCRM grows into CubeERP on the same records.
Near you
Quoting, county by county
We set up and train in person across 24 counties. Pick yours to see local coverage, postcode districts and the towns we visit.
- Bedfordshire4 towns
- Berkshire5 towns
- Buckinghamshire8 towns
- Cambridgeshire5 towns
- Derbyshire5 towns
- Essex5 towns
- Gloucestershire6 towns
- Hampshire5 towns
- Hertfordshire4 towns
- Kent5 towns
- Leicestershire4 towns
- Lincolnshire5 towns
- Norfolk5 towns
- Northamptonshire10 towns
- Nottinghamshire4 towns
- Oxfordshire5 towns
- Rutland4 towns
- Shropshire5 towns
- Staffordshire5 towns
- Suffolk5 towns
- Surrey4 towns
- Warwickshire6 towns
- West Midlands5 towns
- Worcestershire4 towns
How it happens
What getting started involves
No mystery and no open-ended project. Five stages, and you will know what each one costs before it starts.
- 1
Discovery
A short, structured session on how enquiries arrive, how you quote, and where customer information lives now - the inboxes, the spreadsheet, the old CRM and the notebook in the car. We come back with what works as standard and what needs configuring.
- 2
Setup
Pipeline stages, fields, quote templates, email connection, teams and permissions set up to match how you sell - not a demo account with your logo dropped on it.
- 3
Data import
Contacts, companies, open opportunities and quote history brought across from spreadsheets, inboxes or your previous CRM, with duplicates merged. You check it against what you had before anybody switches over.
- 4
Training & rollout
Short, role-based training so the sales team learns the pipeline and the office learns enquiries and cases - in person where it helps. Guides and screen recordings left behind for new starters.
- 5
Ongoing support
UK support from the people who built the platform, with a named contact, agreed response times, and a product roadmap you can influence.
You might call it something else
If you searched for any of these, this is the page you wanted.
- Quotation software
- Proposal software
- Quote management system
- Estimating software
- Online quoting tool
Questions
The things people ask first
Yes. Lines can be marked optional or alternative, and the customer can choose between them when accepting online. The accepted version is what carries forward.
Yes. Files can be attached to the quote or included in the proposal PDF, and they stay against the quote and the customer record afterwards.
The deal moves to won, the owner is notified, and - if you use the accounting integration - the customer and a draft invoice or order can be created in Xero, Sage or QuickBooks automatically.
For price-list and service quoting, yes. If you need to estimate from bills of materials, live stock costs and production routings, that is CubeERP territory - it shares CubeCRM’s data model, so you can start here and upgrade when you need it.
Yes, by salesperson, product, customer type and quote value. Combined with the reasons recorded on lost quotes, it is usually the most useful report a sales team has.
Related
Other things we can put right
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.
CRM Software
Contacts, enquiries, pipeline, quotes, follow-ups and service in one shared customer record - built in the UK for growing businesses.
Enquiry Management Software
Every enquiry from the website, email and phone in one queue - assigned, answered and tracked through to a quote, so none of them go cold in a shared mailbox.
Account Management Software
Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record.
Talk to us
Is quoting your actual problem?
Sometimes it is not. Tell us what is going wrong and we will tell you whether this is the right thing to fix first.
