Pricing drifts
The same job gets quoted three different ways depending on who built it and how late it was.
Send a priced quote before you leave the site.
Build from your price book, apply your discount rules, send a link, and see the moment a client opens it.
Why Quotely
Quoting leaks money in four places.
Turnaround is slow
Rebuilding a quote from scratch in a spreadsheet costs hours you meant to spend on the work.
You cannot see the pipeline
A quote goes out by email and then goes quiet. There is no way to tell interest from silence.
The presentation undersells you
A grey Word document is the first thing a client judges. It costs work you were going to win.
Who it’s for
Built for work that gets priced job by job.
Teams of one to fifteen quoting variable scope, usually from a phone, usually between jobs. No procurement department on either side.
Contractors
Scope changes per job, so the price does too.
Landscapers
Recurring services plus one-off installs.
Home services
Callouts, parts, and labour on one sheet.
Consultants
Day rates, retainers, and phased work.
Small agencies
Packages that get assembled per client.
Three steps, every quote.
The work happens once. After that the system repeats it for you.
Price it once
Services and products live in a price book. Quantity tiers, bundles, and flat discounts live in pricing rules. You set both a single time.
Build and send
Pull line items from the price book. Matching rules discount themselves and show which rule fired. Send the client a link, or export the PDF.
Watch it land
Draft, sent, viewed, accepted, declined. Every quote records what happened and when, so a follow-up is a decision instead of a guess.
Everything a quote touches, in one place.
A pipeline you can read at a glance
Outstanding value, win rate, accepted revenue, and average time to a decision.
Discounts that apply themselves
Volume pricing stops depending on whoever happens to be building the quote.
PDFs that look like your business
Reorder blocks, set the accent and font, preview against real data before you send.
Search, filter, and clear the backlog
Filter by status, select in bulk, and delete drafts in one pass. Sent and signed quotes stay locked.
Client view
Your client opens a link and signs.
No account, no attachment, no printing. They read the itemized quote, ask a question in the thread, preview the real PDF, and sign with a typed or uploaded signature.
Questions stay on the quote instead of scattering across email, so the answer is attached to the price it changed.
What it replaces
The template you keep duplicating.
Most small businesses quote out of a Word or Excel file. It works until the pricing drifts, the follow-up guesswork starts, and nobody can say which version the client actually got.
A duplicated template
- Last month's quote duplicated and edited over.
- Discounts applied from memory, differently each time.
- Sent as an attachment, then silence.
- Approved by a reply that says 'looks good'.
- Three versions in three downloads folders.
Quotely
- Line items pulled from a price book that stays current.
- Rules apply themselves and show you which one fired.
- A hosted link that records the moment it is opened.
- Acceptance captured on the quote, with a timestamp.
- One record, one status, one timeline.
Your data
It stays yours.
Encrypted in transit
Every request between you, your client, and the API runs over HTTPS.
Yours to take
Your price book, customers, and quotes stay your data. Export them whenever.
Deleted when you say so
Close the account and the data behind it is removed within 30 days.
Nothing sold on
No advertising trackers, no behavioural profiles, no data sold to anyone.
Questions
Answers before you ask.
What does it cost?
Free while in preview.
Do my clients need an account?
No. They open a link, read the itemized quote, ask a question in the thread, and sign. No login, no attachment.
Can I export a PDF?
Yes, from the template editor and from the client view, using whichever template is set as your default.
Is my price book locked in?
No. Items, discount rules, and templates are all editable at any time, not just when you set them up.
What happens after a client signs?
The quote locks to accepted, the signature and signed PDF are stored on it, and the timeline records who signed and when.
Send the next one in minutes.
Set up your price book once and every quote after it builds itself.