← All blueprints
Quote Builder
Writing a custom quote takes an hour, every single time.
Pick a client, add items from your price list, and send a branded quote they can accept from a link.
- No.
- 003
- Department
- Sales
- Build time
- 1–2 hrs
- Difficulty
- Beginner
- Team size
- 1–20 people
- Replaces
- PandaDoc
Parts
- 1
Client details
Saved clients with contacts, terms and past quotes.
- 2
Line items
Pull from your price list, adjust quantity and discounts, totals update live.
- 3
Total & accept
A shareable link with an Accept button that records who said yes, and when.
- 4
Templates
Reusable bundles for the packages you sell most often.
Data model
- Client { name, contact_email, terms }
- Product { name, unit_price, unit }
- Quote { number, client_id, status, valid_until, accepted_at?, accepted_by? }
- QuoteLine { quote_id, product_id, qty, discount }
Build prompt
Build an internal tool for my team: "Quote Builder".
The problem: Writing a custom quote takes an hour, every single time.
Who uses it: a team of 1–20 people.
What it should do:
- Client details: Saved clients with contacts, terms and past quotes.
- Line items: Pull from your price list, adjust quantity and discounts, totals update live.
- Total & accept: A shareable link with an Accept button that records who said yes, and when.
- Templates: Reusable bundles for the packages you sell most often.
Data:
- Client { name, contact_email, terms }
- Product { name, unit_price, unit }
- Quote { number, client_id, status, valid_until, accepted_at?, accepted_by? }
- QuoteLine { quote_id, product_id, qty, discount }
Constraints:
- Built for one team inside one company. Simple sign-in (or none), no billing, no multi-tenant setup.
- Fast, calm and obvious enough that teammates need zero training.
- Data must persist and be shared across the team.
- Ship the simplest version that works, then tell me what you'd add next.Works with Claude, ChatGPT, Cursor, Lovable, Replit or Type.
Variations
- Turn an accepted quote into an invoice
- Approval required for discounts over 15%
- Optional add-ons the client can tick themselves
A new blueprint every week
Sent on Sundays. One tool per email.
More blueprints
Simple CRM
We pay for a giant CRM and use about ten percent of it.
- No.
- 001
- Dept.
- Sales
- Build
- 2 hrs
- Replaces
- HubSpot
Commission Calculator
Every month-end we spend two days arguing over the commission spreadsheet.
- No.
- 002
- Dept.
- Sales
- Build
- 2 hrs
- Replaces
- QuotaPath
Content Calendar
Our content plan lives in four different docs and nobody trusts any of them.
- No.
- 004
- Dept.
- Marketing
- Build
- 1 hr
- Replaces
- CoSchedule