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QuoteKit Features
These are just a few of the many features of QuoteKit (and it continues to evolve and expand)!
Is QuoteKit missing a feature? Let me know!
FREE & PRO
Quote Editor
The Quote Editor is the cornerstone of QuoteKit. It allows you to fully customize your bids and quotes that you send out.
FREE & PRO
New Quote
The Quote Editor is designed as a complete working canvas: quote controls on the left and a live financial outcome panel on the right. Users can make pricing, credit, and policy decisions in one flow while seeing the bottom-line effect instantly. This reduces mistakes and shortens quote preparation time.
Two-column authoring experience for speed and confidence
Live Calculator mirrors every pricing decision in real time
Policy controls and pricing controls are co-located for better decision-making
PRO
Live Calculator (bundles)
This view highlights high-value quote composition with bundles, multi-item pricing, and a detailed live summary that stays readable as complexity increases. It gives teams a way to model premium quote structures without losing transparency.
Multi-item + bundle mode visibility
Clear breakdown from item subtotal through final amount due
Built for larger deliverable sets and tiered pricing models
FREE & PRO
Live Calculator (line items)
Even in simpler quote builds, the Live Calculator keeps the financial story explicit. It shows exactly how selected items, credits, discounts, and minimums combine into the final amount due.
Immediate pricing feedback while editing
No hidden math between fields and outcome
Easy handoff from draft pricing to final proposal
FREE & PRO
Quote Tabs - Structured Editing
When creating and editing a quote, various tabs represent different quoting configurations or activities.
FREE & PRO
Contact & Project
The Contact & Project tab captures the core business context that anchors each quote. It keeps vendor identity and project framing clean so pricing logic has the right baseline data.
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Structured fields for company, contact, and project metadata
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Product value input tied to pricing logic
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Purpose-built for quote consistency across teams
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FREE & PRO
Terms
The Terms tab centralizes quote validity and commercial rules in a single place. It helps teams maintain consistent expectations before a quote is shared.
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Quote-term controls in one panel
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Cleaner negotiation setup before vendor review
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Stronger consistency between internal intent and external terms
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FREE & PRO
Notes
The Notes tab is optimized for internal context and operational continuity. It gives your team a place to track assumptions and communication context without cluttering vendor-facing content.
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Internal context capture for handoffs
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Cleaner separation of internal notes vs vendor-facing content
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Better continuity across revisions
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FREE & PRO
Communications
The Communication tab brings vendor response context into the quote workflow. Teams can review message history and response state without leaving the editor.
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Centralized vendor response visibility
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Fewer context switches across quote operations
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Better continuity during negotiation cycles
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FREE & PRO
Access
Quote Access keeps secure sharing controls practical. URL, token, and passcode tools are grouped together so you can generate, verify, and share access details from one place.
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Vendor URL and passcode controls in one tab
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Copy actions reduce manual errors in outreach
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Built-in guardrails for controlled quote access
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FREE & PRO
Publish
The Publish tab keeps WordPress publish actions aligned with quote workflow operations. It separates CMS-level visibility actions from pricing and policy edits to reduce accidental changes.
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WordPress publish controls inside the quote workspace
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Cleaner separation of content publishing vs commercial editing
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Reduced workflow friction for day-to-day use
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PRO
Revisions
The Revisions tab is built for negotiation-safe updates. It preserves an auditable sequence of changes so teams can communicate what changed, when, and why.
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Version-aware quote operations
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Clear before/after context for non-technical stakeholders
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Stronger trust in iterative pricing conversations
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Pricing Controls
Free version gives you 2 line items and no bundling or tiers.
Pro version gives you unlimited line items, the ability to bundle items, and pricing tiers.
Line Items Only
This view shows QuoteKit at its simplest: line-item-based pricing with clear totals and no unnecessary complexity. It is ideal for straightforward deals where speed and transparency matter most.
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Clean single-item or item-list pricing flow
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Direct mapping between selected items and base fee
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Great baseline for Free and early-stage usage
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Credit & Minimums
Credit and minimum controls are grouped for plain-language decision making. Users can see how product value, optional credit limits, and minimum due enforcement interact before finalizing the quote.
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Dedicated section for credit + minimum policy choices
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Policy helper area to reduce pricing ambiguity
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Better explainability for internal teams and vendor-facing outcomes
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Fees & Discounts
Fee and discount controls are intentionally separated from core pricing logic. That structure helps teams apply concessions or expedite fees without blurring policy controls.
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Optional discount controls with explicit type/value behavior
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Expedite fee controls, including waiver behavior
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Cleaner financial review before sending the quote
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Pro Bundles
Pro bundle mode supports higher-order packaging strategies without losing line-item visibility. Teams can model grouped offers while preserving clear item-level context.
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Bundle selection layered on top of selected deliverables
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Side-by-side visibility of line-item subtotal vs bundle outcome
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Better support for strategic pricing conversations
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Pro Bundles Live Calculator
This screenshot demonstrates bundle decisions feeding directly into the Live Calculator in real time. Users can immediately validate savings, working base fee, and final due with no manual recalculation.
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Real-time bundle impact modeling
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Instant confirmation of savings and downstream totals
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Built for fast iteration under real sales pressure
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Mostly PRO
Revision & Negotiation Lifecycle
Pricing is always negotiable (somewhat). Free users get acceptance and rejections. Pro users get full revision workflows
FREE & PRO
Rejection
When a quote is rejected, QuoteKit keeps the response context visible and preserves the negotiation trail. Teams can move from rejected state to structured revision rather than overwriting live terms.
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Rejection captured with vendor-facing context
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Controlled transition into revision workflow
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Supports disciplined quote iteration
PRO
Revised Quotes
Revised quotes keep the latest state clear while maintaining historical continuity. This gives vendors confidence they are reviewing a formal update, not an undocumented edit.
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Revision-aware presentation state
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Cleaner downstream communication and approval flow
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Better operational accountability for quote updates
PRO
Recent Updates
The vendor “Recent Updates” experience highlights what changed between revisions in plain language. It reduces confusion and helps vendors focus on decision-relevant changes quickly.
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Before/now change framing for key quote elements
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Faster vendor review on revised proposals
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Stronger transparency during negotiation loops
FREE & PRO
Vendor Quote View
The Vendor Quote view is designed to be simple. It looks like an invoice with line items and other financial information clearly presented.
FREE & PRO
Pricing Settings
While the Pricing Settings may look a bit complex, it is designed for many different pricing scenarios, depending on the version of QuoteKit.
Pricing Tiers
Pro pricing settings enable full tier management with editable line-item rates and percentage-helper recommendations. It is built for teams running segmented vendor pricing strategies without spreadsheet sprawl.
Multi-tier pricing management with tier-specific item values
Percentage-helper tooling for rapid tier calibration
Explicit item-level controls with copy/remove actions
Tier Comparison Matrix
The tier comparison matrix gives an at-a-glance benchmark of pricing differences across tiers. It helps teams validate consistency and spot outliers before quotes go live.
Side-by-side comparison across up to four selected tier columns
Includes item, bundle, and default policy rows
Speeds pricing QA during strategy updates
Line Items
The Free pricing view keeps the same structure but clearly marks Pro-only controls as locked. This preserves upgrade clarity while still allowing practical day-to-day pricing management.
First-two-item editing in Free with clear lock indicators beyond limit
Consistent layout across Free and Pro to reduce learning curve
Upgrade path communicated in-context, not hidden
Line Item Bundles
Bundle configuration in Pro allows teams to define grouped offers directly from line-item components. It supports package-style selling while preserving full pricing transparency.
Multi-bundle definitions tied to item selection
Bundle subtotal/savings context inside settings workflow
Designed for repeatable package strategies
Bundle Upgrade Path
In Free, bundle controls remain visible but appropriately gated, so capability boundaries are obvious. Users can still manage core line-item pricing without confusion.
Pro-gated bundle section with clear messaging
Free users keep full access to baseline pricing controls
Predictable upgrade experience
Pricing Defaults
Pricing defaults centralize baseline policy values used across quote creation. This reduces repetitive setup and keeps quote behavior aligned with business rules.
Shared defaults for minimum due, credit behavior, expedite fee, and expiration
Stronger consistency across new quote drafts
Faster onboarding for new operators
FREE & PRO
Other Settings (Branding, Payment, Security, Legal & Notifications)
Everybody loves seeing the settings to understand what else can be configured. QuoteKit has a lot of other Free & Pro settings to make your quoting better.
Branding
Branding settings ensure every quote reflects your business identity by default. Sender metadata and logo controls help create a consistent professional presence across all vendor touchpoints.
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Centralized sender and identity controls
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Consistent brand presentation across quote pages
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Simple setup with immediate downstream effect
Payment
Payment settings standardize collection terms and payout details across your quoting process. This reduces repetitive edits and prevents payment instruction drift from quote to quote.
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Default payment type and terms
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Payee account and check-payee support
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Cleaner vendor payment expectations
Security
Security settings bring access-control defaults into one admin screen so teams can tune protection without custom development. Token and passcode behavior can be adjusted to match your operational risk profile.
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Policy toggles for core protections
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Configurable token and passcode defaults
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Practical hardening for external quote access
Legal (Free)
Free legal settings cover essential link-based compliance workflows so vendors can view terms and privacy references before responding. The interface is intentionally direct and easy to maintain.
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Terms and Privacy URL linkage
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Legal acknowledgment requirement controls
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Clean baseline compliance support
Legal (Pro)
Pro legal mode adds built-in starter templates to accelerate policy drafting and operational consistency. It is built for teams that want stronger legal messaging without starting from scratch each time.
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Editable starter text templates for Terms and Privacy
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Copy actions for faster policy authoring
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Stronger legal workflow maturity with minimal overhead
Notifications
Pro notifications provide event-driven visibility when vendors view, accept, or reject quotes. This helps teams respond faster and keep quote momentum high.
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Per-event notification toggles
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Dedicated recipient configuration
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Operational alerting without inbox noise overload
Get Enhance Quoting Now!
Ready to make quoting easier to run and easier to trust?
QuoteKit helps you move from improvised quote handling to a professional, repeatable workflow. If you want better pricing clarity, cleaner vendor interactions, and stronger lifecycle control, this is the next step.