Create stunning quotes and estimates that impress clients. Track acceptance rates, follow up automatically, and convert accepted quotes to invoices with one click.
Impress clients with professionally designed quote templates that reflect your brand. Choose from multiple modern templates or customize your own with your logo, colors, and branding elements. Add product images, detailed descriptions, and terms and conditions to create comprehensive proposals. Include optional items and alternative pricing to give clients flexibility. The system automatically calculates totals, taxes, and discounts for accurate pricing. Add validity periods to create urgency and improve conversion rates. Export quotes as PDF for offline sharing or send them directly via email with tracking to see when clients view your quotes.
Convert accepted quotes to invoices or sales orders instantly with a single click. All line items, pricing, and customer details transfer automatically, eliminating duplicate data entry. The system maintains the link between quotes and invoices for complete transaction history. Track which quotes converted to sales and analyze your win rate by product, customer, or sales rep. Generate sales orders from quotes to trigger fulfillment processes. Create purchase orders automatically for items that need to be ordered from suppliers. The seamless conversion process reduces errors and speeds up your sales-to-cash cycle significantly.
Know exactly which quotes are pending, accepted, or rejected with real-time status tracking. Get instant notifications when clients view your quotes so you can follow up at the perfect moment. Set automatic follow-up reminders for quotes approaching expiry dates. Track quote history showing all versions, changes, and client interactions. Analyze quote performance with detailed reports showing acceptance rates, average quote values, and time to conversion. Identify bottlenecks in your sales process and optimize for better results. The system helps you stay on top of all opportunities and never let a potential sale slip through the cracks.
Let clients accept quotes online with digital signatures and optional deposits. The secure client portal allows customers to review quotes, ask questions, and accept with a single click. Collect deposits or full payments at the time of acceptance to secure commitments. Clients can download PDF copies of accepted quotes for their records. The system sends automatic confirmation emails to both you and the client when quotes are accepted. Track client engagement with analytics showing how long clients spend reviewing quotes. Make it easy for clients to say yes with a frictionless acceptance process that works on any device.
Design quote templates that match your brand with custom layouts and styling.
Track all quote versions and revisions with complete history and comparison.
Include optional line items and packages for upselling opportunities.
Apply discounts at line item or total level with percentage or fixed amounts.
Set validity periods with automatic expiry notifications and reminders.
Analyze quote performance with win rates, conversion metrics, and trends.
"Our quote acceptance rate increased by 35% after switching to SaltBooks. The professional templates make us look more established, and clients love the easy online acceptance process. Converting quotes to invoices is instant."
Mark Johnson
Sales Director, BuildRight Construction
Pick a template, add line items, apply discounts, and personalise with your branding. Include optional items and alternative pricing for flexibility.
Email quotes directly to clients with view tracking. Get notified the instant a client opens your quote so you can follow up at the right moment.
Clients accept online with digital signature and optional deposit. The secure portal makes it easy to say yes from any device.
One click converts an accepted quote into an invoice or sales order. All details transfer automatically — zero re-entry needed.
Yes! Choose from professionally designed templates or create your own. Add your logo, brand colours, custom fields, and terms and conditions. Include product images and detailed descriptions for compelling proposals. Save multiple templates for different types of quotes or clients.
When a client accepts a quote, click "Convert to Invoice" and all line items, pricing, customer details, and terms transfer automatically. You can adjust quantities or add items before sending the invoice. The system maintains the link between the quote and invoice for complete transaction history and reporting.
Absolutely. Clients receive a secure link to view the quote in a branded portal. They can review details, ask questions via comments, and accept with a digital signature. You can optionally collect a deposit at acceptance. The whole process works seamlessly on desktop and mobile devices.
Yes, add optional line items that clients can choose to include or exclude. This is perfect for upselling additional services or offering premium options. You can also create alternative pricing tiers within a single quote, giving clients flexibility while keeping everything in one professional document.
SaltBooks provides detailed quote analytics including win rate, average quote value, time to acceptance, and conversion trends. Analyse performance by product, customer segment, or sales rep. Identify which quote types have the highest acceptance rates and optimise your quoting strategy based on real data.
Yes, set validity periods on every quote to create urgency and protect your pricing. The system automatically sends reminder notifications before quotes expire. Expired quotes are clearly marked and can be easily revised and resent if needed. You can configure default expiry periods to save time on routine quotes.
Create professional quotes that convert. Try SaltBooks free for 14 days.