Quotes that respect margin — and terms that follow the products.
Drag products and services from your catalog, watch live margin, MRR, ARR, and total contract value as you build, and let clause rules attach the right terms automatically. When your client signs, everything downstream — sales order, purchase orders, agreements — is already queued.
| SKU | Description | Qty | Unit | Line | |
|---|---|---|---|---|---|
| HP-EB-G11 | HP EliteBook G11 | $2,140 | $81,320 | ||
| SVC-WGT | White-glove deploy | $285 | $10,830 | ||
| M365-E3 | M365 E3 reassignrecurring | $36 | $1,368 | ||
| WTY-1Y | Warranty +1Y | $148 | $5,624 |
Revenue
$99,142
Gross profit
$35,511
GP %
35.8%
Change quantities, remove lines, or add from the catalog. Margin, GP%, and EBITDA impact recompute live.
Margin guesswork
Quotes go out on gut feel; surprises show up at month-end.
Spreadsheet sprawl
Every AM has their own template — none of them agree.
Stale catalogs
Pricing drifts; quotes go out with last quarter's numbers.
Approval bottlenecks
Discounts wait days for sign-off — deals cool.
Build flow
Six steps, in the order your team already thinks in.
01
Details
Customer, contacts, contract dates, and reference number.
02
Layout
Pick a block canvas and cover variant, or start from a saved template.
03
Line items
Good/better/best, optional add-ons, recurring vs. one-time, and bundles from your catalog.
04
Terms
Clause rules attach automatically based on what's on the quote.
05
Cover letter
AI drafting assistant writes the first pass; you edit the last 10%.
06
Review & send
Approvals clear where they matter, then it opens as a live client room.
For your team
Built for how you price, not just what you sell.
Good / better / best
Optional items, recurring vs. one-time lines, and bundles built once and reused.
Live commercial view
MRR, ARR, and total contract value update as you build — not after you save.
Versions with a diff
Every revision is comparable line by line, with comments and a full audit trail.
Approvals where they matter
Discount and term thresholds route to the right approver, with status syncing to ConnectWise.
Version 3 vs. Version 2
DiffedReplacement planner
Matches a client's aging devices to your good/better/best catalog automatically — the same match QBR Insights uses to turn expired warranties into a draft quote.
See it start from a QBRQuote intelligence
Optional research on the account, a gap analysis against what they currently have, and an executive summary with citations — attached before you send, not after the client asks.
Your design, imported
The right terms, attached.
Import your branding
Upload a PDF, Word doc, or PowerPoint deck — AI extracts exact colors, page styles, and text.
Background art, handled
Header and footer bands render as draggable guides so art never collides with content.
Block canvas & cover variants
Compose from reusable blocks with multiple cover layouts to choose from.
Live preview + AI drafting
See the client's exact view as you build, with an assistant drafting copy alongside you.
Clause rules
Terms follow the products on the quote.
Write a clause rule once — it matches on every version, honors priority and placement, respects effective dates and visibility, and holds the lock level you set. Illustrative table below.
Snapshotted at publish — what the client signed is exactly what's on record, permanently.
Remove the firewall line and its warranty clause disappears with it — automatically.
Quote Builder
From catalog to signed deal, without leaving the room.
See the build side here, then walk through the client-facing room — interactive quotes, on-screen signing, and everything that fires the moment a client signs.