What’s included
Print-ready quote
With your business details, ready to print or save as PDF and send by email or chat.
Catalog and customers
Save your products, services and customers once, then pick them from a list on every quote.
Quote log
Log every quote you send with its status: pending, accepted or rejected.
Acceptance rate
See how much you quoted, how much was accepted and what share of your quotes close.
Configurable currency and tax
Works with your country’s currency symbol, tax name and tax rate.
How it works
- 1
Fill in your business details, currency and tax.
- 2
Add your product catalog and your customers.
- 3
Build the quote by picking from the lists, print it or save it as PDF, and log it.
Need all three?
The starter kit includes Quote Builder, Product Costing and Inventory Control for US$29, less than buying them separately.
Frequently asked questions
Does it work in Google Sheets?
Yes. Upload the file to Google Drive and open it with Google Sheets. It also works in Excel for Windows and Mac.
Can I use my own currency and tax?
Yes. In the Settings sheet you enter your currency symbol, the tax name and its rate. Every total adjusts on its own.
Is it a one-time payment?
Yes. You pay once and the file is yours. There are no monthly fees.
What do I get when I buy?
The template file in English, Spanish and Portuguese, with sample data and instructions inside the file.
Does it issue receipts or invoices?
No. It is a tool to keep your business organized; you keep issuing your tax documents the way you do today.
This is your first step
Start simple today. When your business needs something more complete, we’ll be there: we’re preparing advanced versions by industry and small apps to grow with you.
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