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Quotation Builder

Professional Quotation Builder for B2B Suppliers

Build professional B2B quotations with company branding, line items, commercial terms, PDF export, and reusable email templates.

Designed forsuppliers and sales teams that need consistent branded quotations
  • Browser-based workflow
  • Branded PDF quotation
  • Human review before sending
The problem

Why the current RFQ process slows teams down

Quotation files created manually in Word, spreadsheets, or copied PDFs often have inconsistent layouts, missing terms, outdated company information, and slow revision cycles.

The outcome

A more consistent path from request to quotation

RFQ AutoPilot provides a repeatable quote-building workflow with configurable company details, brand colors, line items, commercial terms, totals, PDF export, and response email preparation.

Key benefits

What this workflow helps your team improve

Create consistent quotation layouts

Apply your own business color and branding

Organize line items and commercial terms clearly

Generate client-ready PDF quotations

Reuse quote and email templates

Reduce document formatting time

Workflow

How RFQ AutoPilot supports the process

Step 01

Set company details

Add the information and branding that should appear on quotations.

Step 02

Add RFQ line items

Review requested products, quantities, units, and descriptions.

Step 03

Complete commercial terms

Add price, lead time, validity, payment, delivery, and notes.

Step 04

Generate the PDF

Preview and export the final quotation in a professional format.

Review is required before every quotation is sent

Verify extracted content, technical requirements, quantities, pricing, totals, lead time, payment terms, delivery conditions, compliance, and all buyer-specific information against the original RFQ.

FAQ

Questions about quotation builder

Clear answers about the extension, workflow, pricing, and review responsibilities.

Can I use my own brand color?

Yes. The quotation workflow supports business branding controls so the exported PDF can better match your company identity.

Can I edit line items before export?

Yes. Extracted and entered information should be reviewed and edited before the quotation is finalized.

Does it generate a PDF?

Yes. Professional PDF quotation generation is a core part of the workflow.

Free plan available

Try the RFQ-to-quote workflow in Chrome

Install the extension and review the actual workflow before choosing a paid plan.

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