Business Quote Database Template

Overview

This template centralizes your entire sales cycle, from lead capture to final payment. It connects customers, sales representatives, and a product catalog into a single, cohesive system that auto-calculates totals and generates professional documents in real time.

The structure links `Users` (clients and reps) directly to `Quotes and Invoices`. A dedicated `Catalog` table stores your products and services, while `Line Items` connect specific products to quotes, ensuring pricing consistency. Built-in formulas automatically handle subtotals, taxes, and discounts based on the connected data.

Why choose a Business Quote database over Excel

The power of Softr Databases

Spreadsheets often break when you try to link client lists to invoice lines using complex VLOOKUPs. Softr Databases use native relational connections, meaning your line items are permanently linked to quote records without fragile formulas. This ensures that if you update a product price in your catalog, your data remains structured and reliable, preventing the calculation errors common in static spreadsheets.

Core features and functionality

This template includes auto-generating invoice IDs and specific status tracking from "Draft" to "Paid." You can leverage Database AI agents to enrich lead data automatically or summarize customer notes, ensuring your sales team has complete context before every interaction.

Who is this Business Quote database for

This system is designed for service providers and sales teams who need to professionalize their billing.

• Sales Managers: Assign leads to reps and monitor quote acceptance rates in real time.
• Freelancers & Agencies: Generate precise estimates and invoices without manual calculation errors.
• Field Service Teams: Quickly build quotes from a mobile-friendly catalog of parts and labor rates.

How to take it further

Customize the database

You can easily adapt the tax settings or modify the "Status" select field to match your specific sales pipeline stages. The database allows you to add custom fields for specific terms, conditions, or project deliverables.

Import your existing data

Move away from manual entry by importing your existing client lists and product catalogs via CSV. This instantly populates your `Users` and `Catalog` tables so you can start quoting immediately without starting from scratch.

Build an app on top

Turn this database into a secure client portal using the interface builder. You can configure users and permissions so clients can log in to view their specific quotes, digitally sign them using the attachment field, and pay directly via the payment link.