4.9 on Capterra
Create PDF documents_
Close more deals with our proposal software
Streamline your quoting process and boost sales with our small business proposal software.
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One powerful tool to professionalize & automate your business_
Our small business proposal software has everything your need
Powerful integrations
Hubspot, GoogleSheets, Airtable, Stripe, you name it. We integrate with 1000+ apps directly or through Zapier.
Simple & powerful
Create interactive embedded forms or standalone pages that include the power of Excel.
Any platform, anywhere
Set up in minutes on any website. ConvertCalculator integrates with all platforms with 100% mobile support.
Flexible, versatile & powerful_
Loved by 1,000+ businesses around the world
We were spending 3-7 days to price and quote a project. With our lead funnel, it's completely automated.
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Stephan knight
Director, JSJ Smart Homes
Customers self-quote quickly and efficiently — It saves time and improves customer satisfaction.
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Frank Sandqvist
Founder, Smidyo
Demand-based pricing & real-time availability booking is the holy grail. Convert_ is crazy powerful.
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Justin Goodhart
Founder, Goodhart Coffee
Convert_ is flexible, cost efficient, feature-rich, and integrates perfectly with HubSpot.
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Ashley Johnston
Marketer & advertiser
It's straight-forward: my team will be able to adjust it themselves and make iterations super easy.
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Michiel Esveld
Project Lead, Rabo Innovations
Customers tailor pricing to their budget on my website. When they submit, they're ready to book.
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Matt Reilly
Founder, Rift Photography
We now capture leads through tailored questions and provide real-time ROI calculations.
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Warre Vandoorne
Marketing manager, Eltex
Convert_ is a versatile builder with smart and responsive support that quickly got us started!
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Shelly Goodman
Marketing & advertising
Building our configurator was very effective. It's looking professional and fits with our brand.
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Jorrit Heidbuchel
Co-founder, Ellio
We're no more missing leads, and we've got a lot of increase in conversion.
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Pira
Growth marketeer
FAQ_
FAQ: Common Questions For PDF Quotes
Visit our docs if you want to learn more, or reach out to our support team. We’re very responsive.
What is a pdf proposal?
A pdf proposal gives your leads a summary and details about products and services that they are considering. It can give a breakdown of prices, discounts, and totals of those items. With a professional pdf-quote, you can also make sure you give accurate information to your customers and give them the information quickly in a standard format. A typical PDF quote contains the following items:
a list of products and services you’re quoting
the prices and discounts on those items
the totals and subtotals
a summary of products and services
any important terms and conditions
additional specification documents for review
a signature block
How Do I Create a PDF Proposal with ConvertCalculator?
You can create a pdf proposal by following the following steps:
create your price quote calculator
create a new table that contains columns for all elements that you want to display in the pdf-quote
create a document calculator, or use this template as a starting point
connect your price quote calculator to your table, so submission data is sent to the table when clicking a button
connect the table to the document calculator with table functions
connect your quote calculator to your document calculator via a query parameter
Learn more about how to create a pdf quote in ConvertCalculator by visiting the pdf quote template.