The Problem
Service providers like terrace builders spend hours manually creating quotes from Excel pricing models, then manually emailing them and chasing follow-ups. Existing quoting software is overbuilt and expensive ($100+/month), forcing them to choose between staying manual or paying for enterprise tools they don't need.
What I'm Thinking of Building
QuoteFlow connects your existing Excel pricing model directly to a website form. Customers fill out dimensions and options, the system automatically calculates the price using your Excel logic, generates a branded PDF quote, and triggers follow-up emails at Day 3, 7, and 14 if unanswered—all without coding or manual work.
Who It's For
Owner-operators and small teams at service businesses (terrace/deck builders, HVAC, roofing, landscaping) generating 5-20 quotes/month. Companies with <$2M revenue who already use Excel for pricing.
Key Features (Planned)
- Connect your existing Excel pricing model—no rebuilding formulas
- Customize web form fields (dimensions, materials, add-ons) to match your quote process
- Auto-generate branded PDF quotes with your logo and terms
- Automatic follow-up emails at Day 3, 7, and 14 for unanswered quotes
- Simple dashboard to review, edit, and send quotes before they go out
- Email notifications and basic CRM (track which quotes are pending, accepted, or lost)
I'm validating this idea before writing a single line of code. If this resonates with you, I'd love your feedback:
How many hours per week do you currently spend manually building quotes and following up with customers?
Check out the concept page and let me know what you think.
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