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Business Quote Generator Template

Portals

CRM

IT & Operations

Professional Services

Generate business quotes, convert quotes to invoices, and record received payments. Perfect for sales teams and agencies.

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What can I do with this business quote generator template?

The main purpose of this template is to help you speed up the quote generation process and get more customers through the pipeline. Here are the workflows it supports:

Different access levels

Create separate dashboards and views for managers, sales reps, and customers.

Custom quote generation

Generate custom quotes for customers based on customer details and the line items you create.

Quote approvals

Send quotes to customers and allow them to download and approve (or deny) with the click of a button.

Invoice generation

Once quotes are approved, generate and edit invoices to send back to the customer.

Invoice payments

If you choose, add a Stripe integration to accept client payments within the app.

Responsive design

Allow users to access the platform from any device with a fully responsive design.

Why create a business quote generator with Softr?

This free template allows you to build a custom business quote generator on top of your Airtable data. Speed up the quote generation process and get customer approval and payment more quickly. Build a solution that fits your exact needs instead of using off-the-shelf software!

This template provides your managers/sales reps with separate logins to generate quotes and invoices, while customers can see quotes and invoices that are specific to them and take action.

“Softr is a go-to tool if you’re trying to build with no-code! It’s very easy to build products and internal tools, and it provides a lot of premade blocks and components that speed up the process.”

Caio Calderari, Entrepreneur and Product Designer

How the business quote generator template works

To start using this template, all you need to do is:

Click Use template
Sign up or log in to your Softr account (it’s free, no credit card required!)
Connect your data source (Airtable)
Map your data to pre-set fields and pages to replace mock data
Set up user groups and permissions
Test each workflow, integrating with other tools as needed (e.g. Zapier, Make, Stripe)
Publish and share the URL

If you need any help with the setup and customization, our detailed guides (e.g. how to set up and configure listings or customize forms) are at your service.

“Softr enables us to build apps 10x faster than with custom code and at a much lower cost. That allows us to be an agile organization, test business concepts quickly, and keep our costs low without compromising quality.”

Erik Sandsmark, Founder and Chief Design Officer, Graphiq

Frequently asked questions

Do I need a Softr account to use this template?

Yes. When you click the Use the template button, you'll be taken to Softr studio and can start working on the template. If you don't have a Softr account, you'll be prompted to register first. A free account will have all the functionality you need to get started, and you won’t be asked for a credit card.

Can I use the business quote generator template with a free Softr account?

All Softr templates are completely free of charge and can be used with any of the Softr subscription plans (including the free plan). However, Free and Starter plans have a limitation on the number of application users, so you might need to consider a higher subscription plan if you need more people to have access.

Do I need to take care of hosting and domain setup?

No. You can use a Softr subdomain (e.g. yoursite.softr.app) to publish your app and get going. Later on, you can connect your custom domain to Softr in all of our paid plans. We also take care of hosting your app for you!

What data sources can I use with Softr?

While this template is designed for use with Airtable, Softr also connects with Google Sheets, SmartSuite, HubSpot, BigQuery, and SQL data sources. Learn more about data sources

Build a custom business quote generator today

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