Quote Craft
SmallCRM · Sales rep, customers
Quote creation and approval tracking for small teams.
Built in this build
- Line-item quote builder
- Shareable quote link
- Accept/decline status
- Product and price list
- Quote archive
- Settings
- Quote draft from a short brief
- Cover letter suggestion
- Simple win-rate summary
Vision (needs external services)
- Reminder for unanswered quotes
- PDF quote
- Email sending
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Line-item quote builder
- Shareable quote link
- Accept/decline status
Admin modules
- Product and price list
- Quote archive
- Settings
AI capabilities
- Quote draft from a short brief
- Cover letter suggestion
Automations
- Reminder for unanswered quotes
Analytics & reports
- Simple win-rate summary
Integrations
- PDF quote
- Email sending
Mobile
- Mobile quote approval
Roles & permissions
- Salesperson
- Customer
CRM →
Deal Deposit
Collect a deposit on won deals so verbal yeses don't cost you money and time.
Handoff Desk
Hand a won customer from sales to onboarding with nothing lost, avoiding a rough start.
Refer Reward
Track customer referrals and rewards so your cheapest sales channel doesn't go unrecorded.
Renew Guard
Track contract and service renewals with owner and risk so accounts aren't lost silently.
Describe what your business needs — DevAny does the rest
Define it, build it, run it — and take it anywhere.