Customer quotes
Your customer accepts it. Procurement files it.
Engineering reads it. The buyer picks options. Procurement files a PDF with the PO. A spreadsheet export can leak your costs.
Illustrative sample data.
How it works
Easy to say yes to
- 1
One link with your logo, sections, taxes and terms. Download PDF gives procurement the same quote.
- 2
Pick which drawings and datasheets go out. They're added to the PDF.
- 3
Show a section's full parts list, or just its total.
- 4
Offer optional add-ons and alternates, like a spare kit or stainless enclosure. The total updates as they pick.
- 5
They enter name and email and tap Accept. CostBook records who, when, and which version.
- 6
See when they open it. Email it with the PDF or share the link.
Your costs aren't just hidden. They're never sent.
The customer's copy holds quantities and prices. Costs and margins aren't in it.
Make the margin you quote. Starting with the next job.
Bring your spreadsheet or use the sample price book. Your first complete quote can go out today.
14 days free · Every feature · No credit card