Fullerly QuoteDesk · For firms that win work by quoting
Coming soonThe enquiry comes in. The quote is drafted. You approve it.
Customer enquiries become draft quotations priced only from your own rate card. A person approves every quote.
Fullerly QuoteDesk · Coming soon
Every feature
Drafts the quote
- Enquiry in, draft quote outFrom your quote form, a forwarded email or a pasted message, in English or 中文.
- Your prices onlyThe reader only picks items and quantities. Every price, GST, discount band and margin floor is a fixed rule you set.
- Tricks are flaggedInstructions hidden inside an enquiry are flagged and change nothing.
- Cover note and follow-upsDrafted for you to copy. Nothing is ever sent by the system.
You stay in charge
- A person approves every quoteNo quote leaves without your sign-off.
- Owner-only rulesRate card, discount and margin rules are owner-only. Staff never see your costs.
- Activity logEvery action is logged with who did it.
- Your own quote formA form for your customers. Their details go only to your firm.
Setup
- Paste your price listPaste it or copy from Excel; you confirm every price before it is used.
- Starter templatesA starter price list for your trade. Approving stays locked until you set your own prices.
Good to know
- QuoteDesk is built. It opens once hosting, payments and legal pages are in place; ask for early access and we will tell you when.
- It drafts. It never sends a quote, an email or a message on its own.
- Prices come only from the rate card you set. The reader that understands the enquiry never sets a price.
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