# 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. **URL:** https://cubecrm.co.uk/software/quoting-software 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. ## Details - **Solution:** Quoting & Proposal Software - **Group:** Winning work - **Platform:** CubeCRM (https://cubecrm.co.uk/platform) - **Coverage:** Nationwide, set up in person - **Also known as:** Quotation software, Proposal software, Quote management system, Estimating software, Online quoting tool ## What is included - **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. ## Real-world use cases ### A Word template and a lot of copying **Scenario:** 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. **Outcome:** 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. ### Discounts nobody approved **Scenario:** A trade supplier let salespeople discount freely to win work. Margins on some accounts had eroded for years before anybody noticed. **Outcome:** 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. ### Quotes that quietly expired **Scenario:** 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. **Outcome:** 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. ## Figures - **Every** Revision kept, with who changed what - **Online** Acceptance that closes the deal - **Auto** Chasing before a quote expires ## Frequently asked questions **Can quotes include optional items?** 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. **Can we attach drawings, photos or specifications?** 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. **What happens when a quote is accepted?** 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. **We need to cost materials and labour in detail. Will this do it?** 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. **Can we see our win rate?** 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 solutions - **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 - **CRM Software** - Contacts, enquiries, pipeline, quotes, follow-ups and service in one shared customer record - built in the UK for growing businesses. https://cubecrm.co.uk/software/crm-software - **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. https://cubecrm.co.uk/software/enquiry-management-software - **Account Management Software** - Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record. https://cubecrm.co.uk/software/account-management-software ## 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)