Quotix helps small teams quote faster and close cleaner.
Replace scattered spreadsheets, Word files, PDFs, and follow-up notes with one workflow for customers, item pricing, quote approval, and order tracking.
Quote builder
Q-2026-0001
Northline Fabrication
Approval rate
48%
Open orders
12
Margin
36%
Pricing review
Next action
Workflow
From lead to order in one path
Quotix keeps the commercial flow simple: collect the customer, price the work, send a professional quote, receive approval, then create the order.
Customer
Save lead and company details.
Items
Pick products, services, materials, or custom lines.
Pricing
Calculate margin, labor, tax, discount, and shipping.
Quote
Send a professional PDF or public link.
Order
Convert approval into an order with item snapshots.
Available modules
What the MVP includes for users
The first version focuses on the pieces that help a small business quote, sell, and deliver without becoming a full ERP.
Customers and leads
Track contacts, lead status, owner, next follow-up, quote history, and order history.
Products, services, materials
Build a reusable catalog for fixed-price products, hourly services, raw materials, bundles, and custom lines.
Pricing calculator
Support simple price, cost plus margin, hourly service, raw material waste, and measurement pricing.
Quotes and public approval
Create quote totals, send a public link, capture customer approval, and preserve the quote version.
Orders and delivery tracking
Turn approved quotes into open orders, track status, promised dates, and fulfillment progress.
Billing and security
Use trial limits, Stripe checkout, organization isolation, roles, RLS policies, and audit logs.
Less manual follow-up
See sent, viewed, approved, rejected, expired, and converted quote status.
Clearer pricing
Save money in cents, calculate margins, and prevent accidental cost exposure on customer documents.
Professional sharing
Send a quote link, generate a document, and let the customer approve from a clean public page.