Quote builder

Your rates.
Out the door fast.

No more building quotes from a blank page. The enquiry is linked to the job. Your saved rates load automatically. Adjust, set payment terms, send. Your client gets a proper branded document they can accept with one tap.

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Quote builderSarah Jackson
Combi boiler — supply & install£1,650
System power flush£350
Removal of old boiler£150
Materials & fittings£320
Total inc. VAT£2,470
Client viewSent
Walker & Sons
Walker & Sons
Quote QT-047 · 14 Apr 2026
Combi boiler supply & install£1,650
System power flush£350
Materials & fittings£320
Total inc. VAT£2,470
Quote accepted✓ Signed
Signed bySarah Jackson
SignatureStored
QuoteQT-047 · £2,470 inc. VAT
Timestamp14 Apr 2026 · 14:32
Timestamped acceptance recordCreate invoice →
10 min
to quote from a complete enquiry
Your brand
no Trame watermark on client-facing docs
No cut
we never take a slice of your job value
Quote builder showing line items, VAT and total
Quote builder

Enquiry attached.
Price book ready.

The job enquiry is attached. All the detail your client gave you, right there. Your saved rates load automatically. Pull in line items, adjust quantities, apply markup, set payment terms. Your client gets a professional document, not a PDF in a Gmail.

✓Enquiry linked to every quote, all the job detail in one place
✓Pull saved line items from your price book in one click
✓VAT calculated automatically: 0%, 5%, or 20%
✓Markup percentage applied across all lines at once
✓Payment terms, valid-until date, your notes
✓Send by email or share a direct link
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Price book

Saved once.
Every quote after.

Your rates, your line items, saved once. Every quote after that: pull from the book, adjust quantities, send. No typing the same thing from scratch each time.

1
Add your standard rates
One-time setup. Labour rates, common materials, callout fees. Or import from common trade averages and adjust from there.
2
Pull items into any quote
One click. Item, quantity, unit price. All correct, nothing to type. Quote builder handles the maths.
3
Adjust and send
Every job is different. Change quantities, add job-specific items, apply a bulk markup. Your book stays clean. The quote reflects the actual job.
My price book24 items
Labour day rateper day£280
First fix pipeworkper day£340
Boiler servicefixed£95
Radiator supply and fitper unit£165
Outside tap supply and fitfixed£195
Emergency calloutfirst hour£130
↑Pulled into quote builder automatically
Client-facing quote

A quote they'll
trust.

Your company name, logo, details. A clean line-by-line breakdown. Send it however the customer prefers: email, WhatsApp, or a link they open in the browser. PDF available if they want one. They accept with one click. Trame notifies you instantly.

No “Sent from Trame” watermark. Your branding, not ours.

Client-facing quote page with line items and Accept button
Sign-off and deposit

Accepted online.
Job confirmed.

No printing, no scanning, no chasing. Your client types their name and draws their signature. Both stored. You get a timestamped record.

Digital sign-off

Name, signature,
timestamped.

Client types their name and draws their signature on the quote page. Both are stored. Quote moves to ‘Accepted’ in your pipeline, invoice created automatically. No chasing, no re-entering details.

Signed bySarah Jackson
QuoteQT-047 · £8,400 inc. VAT
Accepted14 Apr 2026 · 14:32
StatusInvoice created automatically
Deposit requests

Request a deposit
at sign-off.

When a client accepts, Trame creates the invoice automatically and sends it. Optionally set a deposit on the quote. Client sees the amount before they accept, your bank details go out with the acceptance email.

Invoice created and sent the moment a quote is accepted
Optional deposit: you set the percentage per quote
Client sees deposit amount clearly before accepting
Your bank details included automatically
What's in a Trame quote

Everything your
client needs to say yes.

A professional document. Your name on it. Built in 10 minutes. Sent as a link, accepted online. Client can download a PDF if they need one.

Your branding
Company name, logo, VAT number. Looks like you've been running a proper business for years.
Line-by-line breakdown
Every item visible. Labour, materials, and fixtures listed separately. No lump-sum guesses.
VAT breakdown
Subtotal, VAT, and total inc. VAT. Correct and clear. Clients know exactly what they're paying.
Deposit request
Optional. Set any percentage. Shown before they accept. Bank details included automatically.
Name and signature
Client types their name and draws their signature. Both stored. Timestamped record included on the PDF.
Client-facing quote showing line items, VAT, deposit, and accept button

Your rates.
Out the door in 10 minutes.

Quick to set up. No card, no commitment.

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