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
Create professional quotes that convert. Try SaltBooks free for 14 days.