Simple quotation app is a sales estimation and customer quotation management application that generates formatted pricing proposals across four standardized template structures on Joget v6 and Joget DX 7.

Sales teams, service contractors, and small business managers frequently draft commercial quotes using unlinked word processors or individual spreadsheet files. Disconnected quotation drafting leads to inconsistent line-item formatting, untracked payment terms, and missing expiration dates across active client proposals. Account managers struggle to track proposal status histories or maintain unified customer contact details when quote records reside on individual sales rep computers.

Key Features

• Generates customized commercial quotes using four distinct line-item templates comprising General, Membership, Product, and Services pricing layouts.
• Calculates line-item amounts, unit prices, line discount percentages, service hours, and billing rates within structured quote entry forms.
• Links quote entries directly to a shared customer contact directory containing company names, street addresses, phone numbers, and email contacts.
• Assigns automatic sequential quotation numbers using customizable company prefix settings and corporate logo headers.
• Tracks proposal status histories across active quotation lists and archived record databases.
• Exports customer directories and quotation records to CSV, Excel, XML, and PDF formats.

Frequently Asked Questions

What pricing templates are included in simple quotation app?

Simple quotation app provides four pre-built layout structures including General (item descriptions and amounts), Membership (start and end validity dates), Product (quantity, unit price, and discount percentage calculations), and Services (hours/days and hourly rate structures).

Does simple quotation app share customer records with other Joget applications?

Simple quotation app utilizes a shared customer contact database architecture, allowing sales teams to access and reuse client contact information across other applications.

Which Joget platform versions support simple quotation app?

Simple quotation app runs on Joget v6 and Joget DX 7 platforms across Enterprise editions, On-Premise and Cloud environments.