Business Quote Generator Template

Give sales reps and agencies an easy way to generate business quotes and convert them to invoices.

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Overview

This free template helps you build a custom business quote generator on top of your existing data, so you can speed up approvals, close deals faster, and reduce back-and-forth with clients.

It includes a sample database so you can see exactly how to structure your data for quote generation, but it's flexible enough to work with any Softr-supported data source (like Google Sheets, Notion, HubSpot, and more).

Why use this business quote generator template

Eliminate manual quoting headaches: Quickly generate branded quotes using pre-set line items and customer details.
Streamline approvals: Let customers instantly approve or deny quotes with a single click.
Convert quotes into invoices in seconds: Once a quote is accepted, instantly turn it into a professional invoice.

Template features:

Custom quote creation
Generate custom quotes for customers based on customer details and the line items you create.
Quote approvals
Send quotes to customers and allow them to download and approve (or deny) with the click of a button.
Invoice & payment integration
Easily convert quotes into invoices and accept payments with a built-in Stripe connection (or connect a different tool).
Role-based access
Create separate dashboards and views for managers, sales reps, and customers.
Works on any device
Allow users to access the platform from any device with a fully responsive design. You can even turn your app into a downloadable mobile app with Softr's PWA feature.

Who is this business quote generator template for?

This template is ideal for service providers, sales teams, and growing agencies who want to send quotes quickly, track approvals, and reduce invoicing friction — all without relying on clunky PDFs or slow processes.

Examples:

Agencies & freelancers: Send custom quotes and convert them to invoices as soon as they're approved.
Construction & home services teams: Offer detailed estimates for jobs and get faster sign-off from clients.
Consultants & coaches: Customize proposals based on client scope and get paid on time.
IT service providers: Create standardized quotes for recurring services or new work orders.
Professional service firms: Centralize your quoting and invoicing process with permission-based access for staff.

“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”

David Malbin

Founder, Integral Ed

How to set up your business quote generator template

1
Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
2
Connect and map your data: Connect to any of 14+ data sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks. Map your data to replace mock content in pre-set fields and pages.
3
Customize logic and branding: Adjust layouts with drag-and-drop. Set user groups and permissions to control access, then style everything to match your brand.
4
Go live in minutes: Your business quote generator is ready! Publish and share the URL with your clients to start collaborating.

Frequently asked questions

Do I need a Softr account to use this template?
Yes, a free Softr account is required to use the template.
Can I use this template without Airtable?
Yes, Softr supports over 14 data sources including Google Sheets, Notion, HubSpot, and SQL. The included database is a reference for structuring your quote data.
Can I accept payments through the app?
Yes, this template supports Stripe payments out of the box. You can also integrate with other tools like PayPal or QuickBooks via Zapier or Make.
Can my clients approve quotes directly?
Yes! Clients can approve or reject quotes with a single click.
Is this mobile-friendly?
Absolutely — clients can view and approve quotes on any device, and your team can manage quotes from desktop, tablet, or phone.