Quote & PDF Toolkit

A services business was producing every quote by hand: a salesperson would work out prices in a spreadsheet, paste them into a document template, fix the formatting, and export a PDF. It took a long time, quotes were inconsistent, and pricing errors slipped through whenever the spreadsheet and the template disagreed.

I built a quote calculator that encodes the pricing rules once. Sales staff pick options and quantities in a React form, the Node.js back end applies the rules and produces a line-by-line total, and a PDF service renders a branded proposal from a template. Quotes are saved with their inputs so they can be reopened, duplicated, or revised, and the PDF is regenerated from the data rather than edited by hand.

Producing a quote went from a manual process to a couple of minutes of filling in a form, and every proposal now looks the same and uses the same pricing. Sales staff can answer prospects while they are still on the call, and management can change prices in one place knowing every new quote will reflect it.