Give sales reps and agencies an easy way to generate business quotes and convert them to invoices.
Data sources supported
Resources
Overview
This free template lets you build a custom business quote generator that uses your existing data to create fast, accurate quotes. It reduces manual work, speeds up approvals, and helps you close deals without back-and-forth emails or PDF edits.
The template includes a sample database so you can see how to structure customers, line items, pricing, and quote records. You can connect it to any Softr-supported data source, including Google Sheets, HubSpot, Notion, Clickup, Airtable, or Softr’s native database (included in every Softr plan).
Why use this free business quote generator template
- Create quotes in minutes: Skip spreadsheets and manual calculations. Generate branded quotes using saved line items, pricing rules, and customer details.
- Speed up approvals: Customers can approve or decline a quote with one click. You get an instant status update and a clear audit trail.
- Convert quotes to invoices instantly: Once a quote is accepted, convert it into a professional invoice in seconds. No copy-paste, no formatting issues, no duplicated work.
- Keep everything organized in one place: Quotes, customers, line items, pricing, and approvals all live in a clean, connected system that your whole team can use.
- Works with any data source: Use your own pricing tables or customer database. The template adapts to your setup.
Template features:
- Custom quote creation
- Quote approvals
- Invoice & payment integration
- Role-based access
- Works on any device
Who is this business quote generator template for?
This template is built for service businesses, agencies, sales teams, and anyone who sends estimates or proposals and wants a faster, more organized quote process.
Best for:
- Agencies and freelancers: Create custom project quotes and turn them into invoices when approved.
- Construction and home services: Build detailed estimates for jobs, materials, and labor.
- Consultants and coaches: Assemble quick proposals based on scope or service packages.
- IT and managed service providers: Standardize recurring service quotes and support packages.
- Professional service firms: Centrally manage quotes, approvals, and invoices.
“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”
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Frequently asked questions
- Do I need a Softr account to use this template?
- What types of businesses can use a quote generator?
- Can I accept payments through the app?
- Can my clients approve quotes directly?
- Is this mobile-friendly?
- Can I connect the quote generator to my database or CRM?
