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Quote documents

Quotes, orders, invoices and credit notes that match.

Four documents from one template, with your logo, colours, terms and validity. Choose what each shows, like SKUs, pictures or the discount line.

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Quote QN-0001

For Altmore Freight · Hannah Price

LIC-0001 Tracking licence × 40£16,000
Discount (15%)−£2,400
SUP-0001 Annual support£2,400
Total£16,000

Valid for 30 days

What it does

Quote documents, in plain words.

  • One template, four documents

    Quote, order confirmation, invoice and credit note share the same layout and your branding.

  • Your logo and colours

    Drop your logo in once. Pick header and footer colours to match your brand.

  • Choose what's shown

    Show or hide SKUs, pictures, unit prices and the discount line, separately for each document.

  • Clear while in draft

    Quotes waiting for approval carry a draft watermark, so nobody sends the wrong version.

How it works

  1. Add your logo and colours
  2. Set terms, validity and payment days
  3. Choose what each document shows
  4. Every PDF follows your template

Works with

QuotesPick items from your price book, adjust quantities and discounts, and download a clean PDF. Each saved change becomes a new revision.Price BookYour items, prices, VAT and discount limits in one place. Categories number your SKUs for you, and sales reps see a read-only list.

Next: Team and roles

See it with your own prices.

Join the waitlist for the Founding Teams pilot: free for 30 days, guided set-up, no card.

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