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Branded professional quotes · Qwotly Ai

Send a quote that looks like a business decision, not a message typed between jobs.

A customer may receive several similar prices. The document that explains the scope, company, terms and next step makes the decision easier. Qwotly creates branded quote documents from the scope and pricing you approve.

AI drafts the structure. You approve every quantity, price, VAT choice and term.

Editorial owner: Lion Tech Innovations Ltd product team. Content system last reviewed 26 July 2026.

Why quotes stall

The real problem is not the PDF. It is the gap between seeing the job and sending a complete price.

01

A price sent in a text message has no durable scope, exclusions, validity or payment terms.

02

Different team members use different wording, layouts and old spreadsheet templates.

03

The logo looks professional but the document remains unclear because the scope and next step are weak.

04

Customers receive an attachment with no obvious approval path or connection to the later invoice.

Field-to-quote workflow

Capture once. Price deliberately. Send while the job is still warm.

STEP 01

Set the business profile

Add the company details and logo that should appear consistently on customer documents.

STEP 02

Approve the substance

Confirm the scope, line items, pricing, VAT, deposit, validity, terms and customer message.

STEP 03

Preview the document

Check hierarchy, totals, page breaks, wording and customer information before sending.

STEP 04

Preserve the record

Keep the sent quote in the customer workflow and convert accepted work into the invoice process.

A quote that can be trusted

What the document should make clear

  • Business identity, contact details and logo are accurate and readable.
  • The title and scope make the job recognisable without relying on a separate conversation.
  • Line items, totals, VAT treatment, deposit and payment terms are unambiguous.
  • Validity, exclusions, assumptions and customer responsibilities are visible.
  • The customer knows what to do next and which version of the quote is current.

Evidence before estimate

What to capture on site

  • Current company details and logo.
  • The approved customer name, site address and job description.
  • Final line items, quantities, rates, totals and VAT choice.
  • Terms, deposit, validity, assumptions and exclusions.
  • Any customer message that explains timing, options or the next action.

Decision point

Branding earns attention. Clarity earns acceptance.

Qwotly combines the visual identity with the commercial detail. A good quote should be recognisable as yours, but more importantly it should let the customer compare the offer without guessing.

Build your first quote

Frequently asked questions

Straight answers before you switch.

Can I add my company logo?

Yes. Qwotly supports a business logo for branded customer documents.

Can I preview the PDF before sending?

Yes. Review the customer details, scope, totals, terms and layout before the quote is sent.

Can I rename the quote file?

Qwotly uses human-readable document naming rather than relying only on random file identifiers.

Does a professional PDF replace clear terms?

No. Design supports trust, but the commercial scope, assumptions, exclusions and payment terms still need to be correct.