Quick Quotr

Quick QuotrOverview
Proposal workspace · Interactive preview

InstalledLocal preview

Good morning 👋

Manage your quotes, customers, and potential revenue in one place.

Total Quotes

Saved to your workspace

Open Quote Value

Draft + sent + pending

Accepted Value

Marked accepted

Quote-to-Close Rate

—

Accepted / decided

Recent Quotes

Quote #	Customer	Date	Value	Status	Actions

Your workspace syncs to your Quick Quotr account when running through the Phase 4 server. Plans and billing are available to authorized company users.

Proposal preview

Review the customer-facing document before printing or saving as PDF.

PROPOSAL

Your Business

PREPARED FOR

VALID UNTIL

Item	Qty	Rate	Amount

Subtotal

Discount

Tax

Thank you for considering our proposal. Please contact us with any questions.

For automatic PDF attachment and delivery, start the optional Quick Quotr email server and configure SMTP credentials. The offline HTML preview cannot send emails by itself. No address or sales-tax API is required.

Product & Service Catalog

Save frequently quoted items, costs and selling prices. Add them to any new quote in one click.

New catalog item

Company catalog

Product / service name

SKU (optional)

Description (optional)

Category (optional)

Default selling price ($)

Internal unit cost ($)

Unit cost is for internal margin calculations and is never shown on the customer proposal.

Saved Items

0 items

Product / Service	SKU	Price	Cost	Actions

Import products from Excel or CSV

Upload an existing price list. Review items before anything is saved.

No external APIs

Supported columns: SKU, Product Name (or Name), Description, Category, Sell Price (or Price), Cost. First worksheet is used for Excel files. Required: Name and Sell Price. Maximum 5 MB / 5,000 rows.

Editing a catalog price affects future selections only. Previously saved quotes keep their original pricing and items.

Good morning 👋

Recent Quotes

Create a quote

Business & Customer

Line Items

Proposal preview

Your Business

Clients & Quote History

Product & Service Catalog

New catalog item

Saved Items

Import products from Excel or CSV

Company Branding

Your company details

Company logo

Live preview

Team & Access

Team members

Pending invitations

Account & Sync

Account

Workspace sync

Plans & Billing

Free

Professional

Business

Secure checkout

Install Quick Quotr

Good morning 👋

Recent Quotes

Create a quote

Business & Customer

Line Items

Proposal preview

Your Business

Clients & Quote History

Product & Service Catalog

New catalog item

Saved Items

Import products from Excel or CSV

Company Branding

Your company details

Company logo

Live preview

Team & Access

Team members

Pending invitations

Account & Sync

Account

Workspace sync

Plans & Billing

Free

Professional

Business

Secure checkout

Email PDF Quote