Quote templates
Start from reusable templates with your branding, terms, and layout. Build a polished quote in minutes, not hours.
TRANSACT · QUOTE MODULE
Quotes that close themselves
Assemble B2B quotations and proposals from templates, send them by email, and follow up automatically until they convert.
No credit card. Free 14-day trial.
Pricing and terms assembly
Pull in line items, pricing, and terms to assemble a complete quote. Adjust per customer without rebuilding from scratch.
Send by email
Email quotes directly from the system, branded and ready to sign. No copy-paste into another tool.
Automatic follow-up
Follow-up emails and reminders go out on schedule so quotes don’t go cold while you’re busy.
QUOTE BUILDER
Assemble, price, send
Build quotations from templates, add line items and terms, and set pricing per customer. Everything assembles into a clean, branded document.
- Reusable quote templates
- Line items and custom pricing
- Terms and conditions blocks
- Branded, sign-ready output
Invoice
#INV-2024-1847
- Pro plan · monthly$29.00
- Storage add-on$5.00
- Tax$2.72
Total$36.72
DELIVERY AND FOLLOW-UP
Sent, then chased
Send quotes by email straight from the module, then let automated follow-ups and reminders nudge the buyer until they respond.
- Email quotes from the system
- Scheduled follow-up emails
- Payment and decision reminders
- Status tracking per quote
1trigger
Signup
2auto
Welcome
3auto
Day 3 nudge
4auto
Day 7 offer
QUOTE TO ORDER
Approved, now ordered
When a quote is accepted, hand it to Trade to become a B2B order or to Billing to invoice. The proposal becomes the deal without re-keying.
- Convert accepted quotes to orders
- Hand off to Billing for invoicing
- Keep pricing and terms intact
- One record from quote to payment
Invoice
#INV-2024-1847
- Pro plan · monthly$29.00
- Storage add-on$5.00
- Tax$2.72
Total$36.72
Built for how you actually work
Send branded quotes to trade buyers, follow up automatically, and convert accepted quotes into B2B orders through Trade.
Plays nicely with your stack
Ready to send quotes that convert?
Get started free. No credit card required.
Works with the rest of Transact