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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
QuoteQ-1042BILL TONorthwind Ltd.ATTN: DANA RUIZISSUED 11 OCTVALID 30 DAYSITEMAMOUNTOnboarding package2,400Team seats × 253,750Data migration1,200Training, 2 sessions800TOTAL$8,150Accept quote123

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

prompt.txt
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.

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