Still Using Excel or Word for Quotes?
There’s a better way. See how QuoteBuilder saves you hours every week.
We've All Been There
Copy last week’s quote. Update the customer name. Change some prices. Forget to update the date. Email it. Realize you sent the wrong version. Sound familiar? Excel and Word were great tools… in 1995. Your business deserves better.
The Comparison
Feature
Excel / Word
QuoteBuilder
Creating a Quote
30-60 minutes copying templates, fixing formatting, manual calculations
5 minutes – select products, auto-calculate, done
Product Catalog
Scattered across files, outdated prices, no images
Centralized database with descriptions, images, current pricing
Quote to Invoice
Re-type everything into a new document or accounting software
One click – quote becomes invoice instantly
Getting Paid
Wait for checks, chase payments, manual tracking
Online payments via Stripe, automatic tracking
Inventory Tracking
Separate spreadsheet, always out of date, conflicts
Real-time availability updated as you quote
Version Control
Quote_v2_FINAL_revised_NEW.xlsx anyone?
Automatic versioning with full revision history
Team Collaboration
Email files back and forth, overwrite each other’s work
Multi-user access with role-based permissions
Reporting
Build pivot tables, hope the data is complete
Built-in dashboards and exportable reports
Accounting Sync
Manual data entry into QuickBooks, errors, duplicates
Automatic QuickBooks sync – invoices, payments, customers
The Math Is Simple
5 hours/week
Average time spent on quotes using Excel/Word
1 hour/week
Same work done in QuoteBuilder
200+ hours/year
Time saved – that’s 5 full work weeks!
Sound Familiar?
- "I sent the quote with last month's prices"
- "Which version did the customer approve?"
- "The formula broke and the totals are wrong"
- "I can't find the quote from 3 months ago"
- "Two people quoted the same inventory"
- "I have to re-type this into QuickBooks"
- "The customer wants changes, here we go again"
- "I'm still waiting on that check"
Ready to ditch the spreadsheets?
Try QuoteBuilder free for 30 days. No credit card required.