Quote Builder

Quote Builder is a precision tool built for creating CRM-ready quotes that align with your company’s pricing rules, discount logic, tax policies, and multi-currency requirements. Whether you're quoting for one SKU or an entire catalog, this app ensures every quote is accurate, compliant, and formatted for seamless handoff to your sales stack.

What is Quote Builder?

This app automates the quote generation process using a CPQ-ready structure, applying:

• Pricing logic specific to each SKU
• Discount strategies (item-level or global)
• Auto-calculated tax based on jurisdiction
• Currency conversion and formatting
• Validity enforcement for time-sensitive deals

Each quote is output in a professional format — including line items, totals, tax breakdown, and discount details — ready to sync into your CRM or deal pipeline.

Why use this app?

• 📦 Accurate Itemized Quotes
  No more manual spreadsheet work. Input your SKUs, rules, and timeline — get back a complete quote instantly.

• 🎯 Dynamic Discount Handling
  Apply custom or tiered discount structures to individual products or the overall quote.

• 🌍 Multi-Currency & Tax Engine
  Auto-convert to client currency and apply regional tax logic — perfect for global sales teams.

• ⚙️ CRM-Ready Output
  Structured formatting ensures easy push into your CRM, proposal tools, or eSignature workflows.

• 🕒 Enforced Validity
  Quotes include a built-in expiration period, driving timely responses and pipeline movement.

How it works

1. Enter your product/SKU list
   Provide quantities, codes, or names — we'll recognize and format them.

2. Define discount strategy
   Percentages, fixed amounts, tiered levels — the app supports all major logic patterns.

3. Set validity
   Choose how long this quote should remain valid (e.g., 14 days, 30 days, EOM).

4. Receive a structured quote
   Get a breakdown with line items, discount summary, taxes, and total — clean and ready for client delivery or CRM sync.

What you'll need to provide

To generate a precise and complete quote, please have the following ready:

• Products & SKUs (with quantity per item)
• Discount Strategy (if any)
• Validity Period (in days)

Optional:

• Currency preference (default: USD)

Who it's for

• B2B sales teams quoting complex deals
• SaaS companies with multi-tier pricing
• Agencies and service providers managing custom scopes
• Finance or RevOps teams ensuring quoting compliance