Organized Workspace
Keep quotes, customers, templates and prices in one place.
Quoter
Create professional
quotes from one
workspace
Faster Quote Flow
Reuse saved records instead of starting from scratch.
Track Every Deal
Follow quote status, value and next steps as work moves.
Built For Daily Use
Simple tools for small teams, freelancers and service businesses.
HOW IT WORKS
From customer request to tracked quote
1
Add the customer
Start with saved customer details, project notes and quote dates.
2
Build the quote
Choose products, services, terms and templates from your workspace.
3
Send and track it
Export a polished PDF and keep status, totals and follow-ups visible.
FEATURES
Everything around the quote, organized.
Quote Workspace
Create, edit, archive and track every quote from one dashboard.
Professional Quote Builder
Turn customer details, line items and terms into client-ready quotes.
Custom Branding
Add your logo, colors and preferred style to every quote.
PDF Export
Export clean, branded quote documents when clients are ready.
Customer Records
Save customer contact details and reuse them across new quotes.
Reports & Analytics
Review quote totals, accepted revenue, close rate and follow-ups.
Reusable Templates
Start from saved quote layouts or design your own branded template.
Products & Services
Maintain a reusable price book for common items and service packages.
MANAGE THE WHOLE QUOTE FLOW
Everything you need
to manage quote work
like a pro
Create quotes, store customers, reuse services, organize templates and monitor follow-ups from one centralized dashboard.
- Manage quotes from draft to paid
- Store customers and project details
- Reuse products, services and templates
- Track revenue, status and follow-ups
All Quotes
Search quotes...
All Status New Quote| ID | Client | Project | Value | Status | Date |
|---|---|---|---|---|---|
| New quote | Saved customer | Line items | Calculated total | Live status | Issue date |
| Accepted | Real customer | Reusable scope | Actual amount | Won | Valid until |
| Follow-up | Stored contact | Quote notes | Currency aware | Needs action | Deadline |
PRICING
Simple, transparent pricing
Free
Perfect for getting started
$0/ mo
- 2 quotes total
- 1 template
- 1 customer
- Export to PDF
Pro Membership
The only paid Quoter plan
$7/ mo
- Unlimited quote creation
- Unlimited customer records
- Unlimited templates
- Products and services library
- Custom branding
- Reports and analytics
14-day free trial, then $7/month unless cancelled.
Pro is the only paid Quoter plan. The free trial becomes a $7/month subscription unless cancelled before the trial ends. You can cancel through any available Paddle management link or by contacting EricwyzEric@gmail.com.
BUILT FOR REAL WORKSPACES
Local-first workspace
Your workspace starts empty and only shows quotes, customers, templates, and prices you create or import.
Assisted drafting
Turn rough project notes into structured drafts, then edit the details before sending.
Real reporting
Reports are calculated from saved quotes instead of sample revenue, sample customers, or seeded pipelines.
Reusable records
Build your own price book and templates over time, then turn those records into new quotes.
Ready to run your quote workflow from one place?
Create quotes, manage customers, reuse templates and keep follow-ups moving with Quoter.
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