The quote builder is now live. Build quotes from your product catalogue, apply UK VAT automatically, and generate branded PDFs — all in one workflow.
What's New
- Product picker: Add products from your catalogue and prices auto-fill
- Real-time VAT calculation: 20% standard rate applied automatically with line-item breakdown
- Live totals: Subtotal, VAT, and grand total update as you build the quote
- PDF generation: Download a professional, branded quote in one click
- Quote status tracking: Draft, Sent, Accepted, Rejected, and Expired states
Why It Matters
Manual quoting in Word or Excel is slow and error-prone. The quote builder turns a multi-hour task into a few minutes. Your team sends quotes the same day a customer asks, with VAT calculated correctly every time.
Create a quote from Sales in your dashboard sidebar.