Quotation & Proposal Toolkit
Quotation & Proposal Toolkit
Create branded quotes, proposals, and invoices in minutes. Auto VAT/markup, PDF export, and a tender-friendly layout — all set up once-off for your business.
Tired of rebuilding quotes from scratch or paying designers each time? With our once-off Toolkit, you’ll send professional documents faster and win more jobs.
Faster documents. Less admin. Better presentation.
Smart Quoting
Pick items, auto VAT/markup, totals & validity date.
Proposal Builder
One-click from quote → proposal with cover & scope.
Invoice Ready
Convert to invoice; add PayFast/Zoho payment links.
Tender Estimator
Materials, labour, transport & margin scenarios.
How It Works
1) Intake
Branding, company details, VAT/markup defaults.
2) Setup
Templates for quotes & proposals + invoice link.
3) Go Live
Test a sample quote, proposal and first invoice.
4) Support
Quickstart guide + optional updates later.
What’s included
Quotation Generator
- Item selector by category (construction, cleaning, IT, etc.)
- Auto VAT/markup & totals; validity date
- Branded PDF export & email
Setup once-off: R600
Proposal Builder
- One-click from quote → proposal (cover, scope, T&Cs)
- Templates for NGOs, consultants, tenders
- Auto branding: logo, CIPC, contacts
Setup once-off: R750
Quote → Invoice → Payment
- Create invoice from approved quote
- PayFast/Zoho link + receipt automation
- Status tracking (paid/unpaid)
Setup once-off: R900
Tender Cost Estimator
- Materials, labour, transport & contingency
- Compare scenarios & export estimate
- Price confidently for submissions
Setup once-off: R500
Quick examples
Construction Quote
Materials + labour + transport, VAT and 15% markup — ~10 min.
Catering Proposal
Cover + menus + pricing + terms — export to PDF in 8 min.
Cleaning Services
Scope of work + consumables + call-out fees + recurring option.
Setup & Onboarding
Bundle (all 4 tools): R1,500 once-off • Or choose items à la carte.
- Branding & Config: company details, logo, VAT/markup rules
- Templates: quote & proposal layouts, T&Cs, banking details
- Invoice & Payments: PayFast/Zoho links, statuses
- Training: 45–60 min live + quickstart PDF
- Go-Live Support: test quote, proposal & first invoice
À la carte add-ons
Included in every setup
- Branding & logo on all templates
- Company details (CIPC, address, contacts)
- PDF export + email sending
Optional add-ons
- Custom proposal theme — R350
- Extra category packs — R200 each
- Bulk product import (CSV ≤500 rows) — R400
Ready to send winning quotes & proposals?
Choose the bundle or pick only what you need — all once-off.