Quote Builder

Send accurate quotes in minutes, not hours

A reusable line-item library, automatic VAT, branded PDFs, and view-tracking so you know exactly when a customer opens your quote.

From lead to quote without re-typing anything

Building a quote from scratch every time wastes hours and introduces errors. TradeFlow HQ's quote builder gives you a library of saved materials, labour rates, and packages — pull them in, adjust quantities, and send a professional PDF in under five minutes.

Everything a professional quote needs

Saved line-item library

Build once, reuse forever. Store materials, labour rates, and bundles.

Correct VAT every time

Standard, reduced, and zero-rated items handled automatically.

Branded PDFs

Your logo, colours, and terms on every document.

Open tracking

Get notified the moment a customer views your quote.

One-click approval

Customers approve with a tap; you're notified instantly to schedule the job.

From request to approved quote

  1. Start from a template or blank

    Pick a saved quote template or start from the line-item library.

  2. Add items and adjust

    Drag in materials and labour, tweak quantities, add a personal note.

  3. Send and track

    Deliver by email or SMS. See when it's opened and follow up automatically if there's no response.

4 min

Average time to build a quote

62%

Quote-to-job conversion rate

£0

Quotes lost to unopened emails

Open tracking means you always know

I sent a £2,880 boiler quote in four minutes using a saved template. The customer approved it that evening.

Sarah Hallett

Owner, Hallett Heating

Frequently asked questions

Ready to try Quote Builder?

Join thousands of trade businesses already saving time with TradeFlow HQ.

No credit card required · 14 days free