Quote Generator Pro™
Create professional quotations in minutes.
Stop creating quotes in Word documents, copying old estimates, or manually calculating totals every time a customer requests pricing.
The Business Pulse Studio™ Quote Generator Pro™ is a professional Microsoft Excel quoting system designed for small business owners, freelancers, consultants, contractors, tradespeople, agencies, and service providers who want to produce polished quotations quickly while keeping complete visibility over their sales pipeline.
Whether you're quoting for products, services, labour, projects or bespoke work, this workbook automates calculations, organises your customer information, tracks quote statuses and provides an executive dashboard to monitor your quoting performance. All from one professional workspace.
Spend less time on administration and more time winning new business.
What is included
Professional Quote Builder - Create polished customer quotations in minutes with automatic calculations and consistent formatting.
Customer Register - Maintain a searchable database of customer information to eliminate repetitive data entry.
Product & Service Library - Store your standard products, services, labour rates and pricing for faster quotation creation.
Automatic Calculations -
The workbook automatically calculates:
• Line totals
• Discounts
• VAT
• Subtotals
• Grand totals
• Quote validity dates
Printable Quote Template
Generate professional quotations that are ready to:
• Save as PDF
• Email directly to customers
Quote Tracker - Monitor every quotation from one central location.
Track:
• Draft
• Sent
• Accepted
• Declined
• Expired
Never lose sight of outstanding opportunities.
Executive Dashboard
Instantly monitor:
• Total Quotes Created
• Total Quote Value
• Quote Conversion Rate
• Outstanding Sales Pipeline
• Average Quote Value
• Quotes Awaiting Follow-Up
• Monthly Performance Trends
Fully Automated. Simply enter your information. The workbook performs the calculations automatically.
No advanced Excel knowledge required.
Designed For
Small Businesses
Startups
Freelancers
Consultants
Contractors
Electricians
Plumbers
Builders
Landscapers
Marketing Agencies
Designers
Tradespeople
Service Businesses
Self-Employed Professionals
What you will receive?
• Microsoft Excel Workbook (.xlsx)
• Executive User Guide
• Lifetime Use
• Instant Digital Download
No subscriptions. No monthly fees. Yours to use again and again.
⚠ IMPORTANT
• Digital download only.
• No physical product will be shipped.
• Compatible with Microsoft Excel (Microsoft 365 or Excel 2021 recommended).
• Mac compatible with supported versions of Excel.
• This workbook is intended as a business productivity tool and does not constitute legal, tax, accounting or financial advice. Users remain responsible for verifying pricing, VAT rates, business policies and applicable legislation.
When your quotation is accepted, continue your workflow with our Invoice & Accounts Receivable Tracker Pro™ to create invoices, monitor outstanding payments and improve cash flow.
Build a complete business operating system with Business Pulse Studio™.
Clarity. Control. Growth.
