Instant Quote Generator
A branded self-service portal that lets prospects configure services, see live pricing, and receive a professionally formatted PDF quote by email — without any sales rep involvement.
Service Configuration
Prospect selects services and quantities in the interactive configurator; prices update in real time.
Quote Preview
A live quote summary is shown on screen before submission, allowing the prospect to adjust and compare options.
PDF Generation
On submission, a branded PDF quote is generated automatically with all selected items, totals, and validity date.
Email Delivery
The PDF is emailed to the prospect instantly; a copy and CRM record are created for the sales team.
Follow-Up Sequence
If no response after 48 hours, an automated reminder email is sent; after 5 days a second reminder closes the sequence.
Project Scope & Capabilities
Service Configurator
An interactive, branching configurator that guides prospects through service options, add-ons, and quantities, with live pricing updating at every step.
Branded PDF Quotes
Each quote is rendered as a professionally branded PDF and emailed instantly — consistent formatting every time, with no manual effort from the sales team.
Automated Follow-Up
A scheduled follow-up email sequence reminds prospects of their open quote, driving higher conversion without manual chasing by sales reps.
Implementation Timeline
| Phase | Duration | Description |
|---|---|---|
| Discovery & Design | Week 1 | Map service catalogue and pricing logic, design configurator flow, define PDF template, and set up CRM integration requirements. |
| Build & Integration | Weeks 1-2 | Build the Astro configurator, Supabase pricing engine, PDF generation pipeline, Resend email delivery, and Make follow-up automation. |
| Testing & Go-Live | Week 3 | End-to-end quote flow testing, PDF layout review across devices, CRM sync validation, and production launch. |
| Handover & Training | Week 3 | Sales team walkthrough, pricing update guide, monitoring setup, and documentation handover. |
Cost Analysis
Development
$3,400
Configurator UI, pricing engine, PDF generation, email delivery, follow-up automation, and CRM integration.
Infrastructure
$55/mo
Supabase hosting, Resend email costs, Make automation plan, and PDF generation service.
Maintenance
$80/mo
Pricing catalogue updates, template tweaks, monitoring, and technical support.
Return on Investment
Instant
Quote Delivery Time
Prospects receive a formatted quote in seconds instead of waiting hours or days for a sales rep to respond.
100% consistent
Pricing Accuracy
Automated calculation eliminates manual quoting errors and ensures every quote follows the current price list.
4 hrs/day
Sales Rep Time Saved
Self-service quotes free the sales team from repetitive manual quote preparation entirely.
+22%
Quote Conversion Rate
Instant delivery and automated follow-ups increase the share of quotes that convert to orders.
Testing & Quality Assurance
Automated Testing
- ✓ Pricing calculation validated against 60 service combinations
- ✓ PDF generation tested across all quote templates and edge cases
- ✓ Email delivery and follow-up timing verified for 500 test submissions
- ✓ CRM sync reliability under concurrent submission load
Manual Validation
- ✓ Sales team review of PDF layout and branding accuracy
- ✓ Configurator UX walkthrough on mobile and desktop
- ✓ Follow-up email tone and timing approved by sales manager
- ✓ End-to-end quote acceptance testing with three pilot prospects
"We used to spend hours each week preparing quotes manually. Now prospects get a branded PDF in their inbox within seconds of clicking submit — and the follow-up emails basically close deals on their own."
Ready to Automate Your Quoting Process?
Let's discuss how a self-service quote portal can cut your sales cycle and deliver a polished first impression to every prospect.