Quotation Builder

Build and share quotations using your own business details in Quotation Builder. Save customers and products, choose a document format, and export a PDF or editable Word file.

Quotation formats
• Choose from 14 layouts, including Service Pro Forma and Commercial Offer Letter.
• Use an itemised quotation with quantities, rates, tax and totals, or a rate-only offer with labelled packing, coverage and payment sections.
• Switch formats and branding for individual unsigned quotations without retyping the quotation details.

Your business identity
• Upload your company logo and header or footer artwork.
• Edit colours, header/footer text, commercial terms and currency.
• New installations start without a prefilled company, logo, customers or products.

Reusable business details
• Maintain separate customer and product directories with search and pagination.
• Select saved customers and products to fill quotation details automatically.
• Save units, prices and tax defaults for reuse.

Share and review
• Preview, share or email a PDF through your chosen apps.
• Export editable Word documents using the selected format and letterhead.
• Both parties can draw or upload their signature after reviewing the quotation.
• Share a signing copy for review and signing on another device.
• Signed quotations preserve their content and branding; changes create an unsigned revision.
• Word exports of signed quotations are clearly labelled unsigned editable copies and exclude signature evidence.

Certificate signing
Sign on-device with a compatible RSA P12/PFX certificate of at least 2048 bits, or export the PDF, sign with a compatible external DSC tool, and import the signed PDF. Sequential signatures must preserve existing signed revisions. Direct USB-token drivers and Aadhaar eSign provider integrations are not included.

Quotation Builder stores workspace data locally. No account or cloud sync is required. Sharing and email use apps selected by the user.