Stop rebuilding the same quote in a Word template every time.
Early accessQuoting & Proposal Software in Gloucestershire
Quoting & Proposal Software built, hosted and supported in the UK, serving Gloucestershire including Gloucester, Cheltenham and Stroud. Set up around how your team actually sells, not the other way round.
- Part of CubeCRM
- Gloucestershire
- 01234 672 617
Across Gloucestershire we see the same problem in different clothes: plenty of customer information, but not in one place, and not in a form the whole team can act on.
Quoting & Proposal Software is how you stop relying on memory.
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.
Local coverage
Quoting across Gloucestershire
Our Gloucestershire coverage includes Gloucester, Cheltenham, Stroud, Tewkesbury, Cirencester and Lydney, and the GL postcode districts. If you are in Gloucestershire and not on that list, we almost certainly still cover you - ask.
68miles from our Olney office
Discovery and training can be done at your office - watching how enquiries really arrive and how the team really sells tells us more than any questionnaire.
Postcode districts
- GL
Areas we cover
Gloucester, Cheltenham, Stroud, Tewkesbury, Cirencester, Lydney, Coleford and Cinderford.
Quoting elsewhere in Gloucestershire
How it happens
What getting started involves
The same process wherever you are, and for Gloucestershire discovery and training can be done in person.
- 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
Also available in Gloucestershire.
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.
Working in Gloucestershire?
Quoting for your Gloucestershire business
Tell us what your current system does badly. We will tell you whether CubeCRM fixes it, and what it would take.
