Vibe code a quote and proposal tool
Describe quote workflows and get approvals, revisions, and payment tracking in one app, with permissions covered for billing teams.
Shape quotes to your process
Add only the views and workflows your quote process needs. Customize approvals and sharing now, then adapt the tool as billing processes change.
Quote creation and revisions
Proposal approval requests
AI proposal summaries
Customer document sharing
Invoice and payment tracking
AI quote request triage
Bring all your quote data together in real time
Manage quotes, proposals, invoices, and payments in Softr Databases, or connect Airtable, Google Sheets, Notion, or REST API with real-time sync for one source of truth.
Give every user a custom, secure experience.
Give customers and billing staff the right views in a branded portal. Set up secure logins, user groups, and permissions for quotes and invoices.
Easy, secure logins
Keep quotes, proposals, and invoices usable on mobile. Install the app as a PWA in one click for quick updates anywhere.
Works on any device
Keep quotes, proposals, and invoices usable on mobile. Install the app as a PWA in one click for quick updates anywhere.
Automations
Use Softr Workflows for approval requests, payment reminders, status updates, and customer notifications when records change.
User groups
Give customers and billing staff separate views for quotes, proposals, invoices, and payment status.
Advanced permissions
Control who can view, revise, approve, or share each quote, proposal, and invoice, down to the field and action level.
Security
Keep customer documents and payment records protected with encrypted data in transit and at rest, plus granular access controls.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Describe quote workflows and get a working tool in minutes, with no developer configuration required.
Consolidate your stack
Revise quote stages, approval flows, and customer sharing as your billing process changes.
Flexible as you grow
Keep quotes, proposals, invoices, and payment tracking together instead of switching between billing tools.
Generate a custom quote and proposal tool in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Vibe code your quote and proposal tool today
Describe the quote process you need. Get a working billing app in minutes, then refine it visually, with no raw code to maintain.