What you can do
Create quotes
Build structured quotations across six service sections. Prices calculate automatically as you fill in the form.
Look up clients
Search existing clients by email to pull in their details and track how many quotes they have received.
Export to PDF
Generate a high-quality, branded PDF of any quote with a single click — ready to attach or share immediately.
Send by email
Deliver quotes directly to clients from within the tool, using your connected Zoho Mail account.
Admin dashboard
Admins can view all quotes across the team, track pipeline activity, and monitor consultant output.
Jira sync
Linked service requests are tracked in Jira so delivery teams stay in sync with what was quoted.
Two operating modes
The tool runs in one of two modes depending on how it is configured for your organization. You can identify the current mode from the indicator in the top-right corner of the screen.| Mode | Indicator | Data storage | Features |
|---|---|---|---|
| Supabase Mode | Green “Supabase Mode” badge, or no badge | Cloud database | Full — all features available |
| Demo Mode | Orange “Demo Mode (LocalStorage)” badge | Browser only | Limited — data does not persist across devices or sessions |
In Demo Mode, any quotes you create are saved only in your current browser. Clearing your browser data or switching devices will erase them. Contact your administrator if you need to switch to Supabase Mode.
User roles
Your role in the tool determines which quotes you can see.- Consultant (standard user) — You can create new quotes and view quotes you have created.
- Admin — You can view all quotes created by every consultant on the team, and access the full admin dashboard.