Digital product

Quote & Estimate Builder

A quote you can send, with the two things most quote templates leave out: what the discount actually costs you in profit, and who is allowed to approve it.

xlsx· v2.0· 83.9 KB

What you’ll get

  • Fill your details and line items on Quote.
  • Enter your cost per line: the margin panel is for you, not the client.
  • Discount authority shows who can approve the discount you have applied.
  • Diagnostics warns before you send a quote that loses money.
  • 11 tabs, including a live dashboard, a diagnostics read-out and benchmarks
  • Excel workbook with every formula visible and unlocked inputs, so you can change anything
  • Worked examples built in: five filled scenarios you can switch between and edit
  • Yours to keep. Works offline, no subscription, no account needed to open it

Preview

Preview 1