06Concept demo
Quote manager
- Applies to
- Construction, renovation, installation, industry and professional services.
fig. 01Concept demo created by Tresneo · not a real client · sample data
The usual challenge
In many businesses, each quote is prepared by copying a previous one in Word or Excel, recalculating prices by hand and sending it by email. There’s no clear view of which quotes are pending, which have been accepted or when to follow up.
The solution we propose
A web app where the team creates quotes from its own catalogue of items and rates. The system calculates amounts and taxes, generates a PDF with the company’s branding, sends it to the customer and tracks its status. When a quote is accepted, it becomes an order or an invoice without retyping anything.
02Features
What's included.
- Your own catalogue of items and rates
- Automatic amounts and VAT
- PDF with your corporate branding
- Statuses: draft, sent, accepted and rejected
- Follow-up reminders
- Conversion to order or invoice
Typical technologies
- Web app
- Database
- PDF generation
- Transactional email
- Accounting integration
Would something like this fit your business?
Every solution adapts to your process. Tell us how you work and we'll tell you what would make sense to build.