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Quick financial and pipeline highlights with direct actions into your quote workflow.
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Quick Start
Recommended Flow
Load template -> apply playbook -> build quote -> run triage -> generate.
1. Load Template2. Apply Playbook3. Build Quote4. Run Triage5. Generate
Quick Start shows Blank Canvas plus your pinned starters, playbooks, and templates.
Create Quote Wizard
Guided step-by-step mode is active.
Enable Wizard Mode to begin guided setup.
Guided Builder
A focused build flow that walks one step at a time while keeping your existing quote logic and outputs.
Step 1 of 15
0. Get Started
Draft
Pick how you want to start this quote.
Required to continue
    Recommended before send
      None
      Follow-up presets
      Internal notes
      Private quote progress notes, reminders, and internal-only context. These blocks are only included in the internal PDF.
      Project details
      Build this section with headings, text blocks, and bullet points for cleaner customer-facing project information.
      Break the quote into phases like strip out, first fix, installation, finishing, handover, or any sequence that makes the quote easier to understand.
      Use expand workspace for wider editing on larger quotes.
      Simple keeps quoting fast. Advanced separates true labour cost from client charge rate for internal profitability tracking.
      Name / company Type Role Rate type Cost rate Charge rate Hours / day Days Tax Class Phase Notes Total Actions
      Workers
      0
      Labour cost
      £0
      Blended day cost
      £0
      Average per worker
      £0
      Open a wider workspace when you need more room for itemised entries. Materials now support pricing by each, area, length, volume, and weight.
      Item / product Description Qty Pricing Basis Unit Unit Cost Markup % Tax Class Phase Status Sell Total Notes Actions
      Items
      0
      Material cost
      £0
      Markup value
      £0
      Sell total
      £0
      Track expenses line-by-line and assign each one to a phase, or mark it as project-wide. This gives more accurate phase costing and internal profit reporting.
      Scope tip: choose Project-wide (all phases) for shared costs, or select a specific phase.
      Expense Type Description Qty Unit Unit Cost Tax Class Scope Cost Total Notes Actions
      Contingency applies before overheads/profit. Use fixed mode for set allowances (for example, 200).
      Expense items
      0
      Expense cost
      £0
      Project-wide expenses
      £0
      Expense Health: Check
      Project-wide share: 0% Other type share: 0%
      Run Quote Health to review expense recommendations.
      Terms & Conditions
      Keep terms fields simple and focused for quick copy/paste workflows. Edit all terms, payments, and acceptance wording in the modal workspace.
      12. Explain the Quote (High-Conversion Content)
      0/4
      Add optional trust-building content that explains what the client is getting, why timelines are realistic, and what guarantees apply.
      13. Make this a Template
      Save your current quote setup as a reusable template, so your next similar quote starts faster.
      14. Generate Your Quote
      Use quick export buttons for everyday quotes. Open PDF settings only when you want to change layout or visibility.
      Health Financial: Check Discount: Check Completeness: 0%
      Draft auto-saves locally while you work.
      All changes saved
      Job type: General
      Quote total
      £0
      Untitled quote
      Client: No client entered
      Reference: No reference
      Prepared by: Not entered

      Internal view shows costs, sell values, uplifts, phases and optional item structure.

      Gross profit
      £0
      Profit margin
      0%
      Hourly sell return
      £0
      Quote ex VAT
      £0
      Key totals
      Labour (sell)
      £0
      Materials (sell)
      £0
      Costs / add-ons
      £0
      Overheads
      £0
      Profit
      £0
      VAT
      £0
      Today's follow-ups
      Reports
      Open the Reports workspace to analyse the current quote, saved quotes, uploaded JSON files, and commercial insights.
      Saved quotes
      PricedQuote Pro v3.4.2

      Help shape what lands next. We use real user feedback to prioritise upgrades, simplify workflows, and keep new features genuinely useful.

      Leave Feedback
      This space is now your direct line into the roadmap, and it is ready for future Pro updates without disrupting the core builder experience.
      Quote Pipeline Dashboard
      Combined - 0 quote(s)
      Bulk actions
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