Quote builder software for item-by-item pricing

Pick a saved product or type a new item, then set how many, the price, any discount and the taxes. The totals are added up for you, and clients see how each amount was reached.

Quote builder in CIPHER CRM
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Item-by-item pricing in CIPHER CRM is the quote builder behind every proposal, estimate, 🧾 invoice and credit note.

Pick a saved product and its price, unit and usual taxes fill in, or type a new item by hand.

Each item carries its own quantity, discount and as many taxes as apply, and you can drag items into any order, so every document reads clearly and adds up. 192+ businesses run CIPHER CRM across 🏭 31 industries, with 92 built-in features, a ⭐️ 4.8/5 average rating and ⏱️ 99.9% uptime.

Most teams are live in 1-3 days.

Definition

What is a quote builder?

A quote builder is the part of a sales tool where you list what you are charging for, one line at a time. Each line item names a product or service, how many, the unit, the price per unit and any tax or discount. CIPHER CRM uses the same builder across proposals, estimates, invoices and credit notes.

Every sales document in CIPHER CRM is built from line items. You can pick an entry from your product and item catalog, which fills in its title, rate, unit and default taxes, or type an ad hoc line for something you only sell once. Each line holds a quantity, a unit of measure, a rate, a discount of its own and more than one tax if the item needs it, with the tax rates coming from a central list. Lines can be dragged into any order, so a client reads the main work first and the extras after. Because proposals, estimates, invoices and credit notes share the same builder, lines carry over as they are when one document converts into the next. The builder works in whichever currency the customer uses, which suits businesses selling in any country. It is part of every plan, with no add-on to buy.

Quote builder in CIPHER CRM
The problem

What happens without the quote builder

Your quote template is a spreadsheet where one broken formula throws off the total without anyone noticing.

You type the same product name and price into every quote because there is no list to pick it from.

Some lines need two taxes and others need none, and the template only has room for one rate.

Rearranging a quote means cutting and pasting rows and fixing the numbering after.

What slips without Quote builder
Capabilities

What you can do with the quote builder

  • Pick from your catalog

    Choose an item from your catalog and its title, rate, unit and default taxes fill in on the line.

    product catalog software
  • Type a one-off line

    Add an ad hoc line for a custom job or a single extra without adding it to the catalog first.

  • Quantity, unit and rate on every line

    Set how many, the unit of measure and the price per unit, so a client can see how each amount was reached.

  • Several taxes on one line

    Apply as many taxes as a line needs from your central tax rates list, and leave them off lines that need none.

    multiple tax rates
  • A discount per line

    Give a discount on a single line without touching the others.

    invoice discount
  • Drag to reorder

    Move any line up or down by dragging it, so the document reads in the order you want.

Why CIPHER

Why the quote builder is better in CIPHER

Spreadsheet templates and most invoicing tools give you one tax column and a fixed row order. We let every line carry its own taxes and move freely.

  • One builder for every document

    Proposals, estimates, invoices and credit notes use the same line items, so nothing needs to be rebuilt when a document converts.

  • Catalog and ad hoc side by side

    You do not have to add a product just to quote it once. Mix catalog items and typed lines on the same document.

  • Taxes set line by line

    Each line takes the taxes it needs, which fits businesses that sell a mix of taxed and untaxed goods or services.

How it works

How the quote builder works in CIPHER CRM

  1. Add a line

    Pick an item from your catalog, or enter a new description for an ad hoc line.

  2. Set the numbers

    Enter the quantity and check the unit and rate, then add a line discount if you are giving one.

  3. Apply the taxes

    Choose every tax that applies to that line from your tax rates list.

  4. Put lines in order

    Drag the lines into the order your client should read them, then save the document.

Compare

Quote builder: CIPHER CRM vs spreadsheet vs generic CRM

What mattersCIPHER CRMSpreadsheet / manualGeneric CRM
Adding a product Pick from the catalog, details fill in Retype name and price each time Pick from a list, often no ad hoc lines
Taxes per line As many as the line needs One column for the whole sheet Usually one tax per line
Line discounts A discount on any single line A formula you add by hand Often only a document-wide discount
Units of measure Unit on every line from a central list Typed into the description Sometimes missing
Reordering lines Drag and drop Cut, paste and renumber Delete and add again
Quote builder

See the quote builder in action

Add each item to a quote or bill from your product list or by hand, with its own price, discount and taxes. The builder does the line math for you, so there is no broken formula hiding in a cell.

Why it's worth it

What the quote builder changes for your business

See how CIPHER CRM solves this

Totals you can trust

The builder does the line math for you, so there is no broken formula hiding in a cell.

Quotes built in less time

Catalog items fill in their own details, so your team spends time on the price, not on typing.

Clear documents for clients

Quantity, unit and rate on each line make it easy for a client to follow each amount.

Right tax on every line

Line-level taxes mean a mixed quote does not need a workaround.

Ready when you are

See the quote builder on your own data

Proof

Teams that switched to CIPHER

Our quotes used to take days and follow-ups just fell through the cracks. Now every lead has someone on it and a clear next step. We are closing a lot more than we did.
Rahul Mehta
Rahul Mehta Director, Logistics firm - Ahmedabad
I thought moving would take months. We were up and running in two days. I get back about two hours a day that used to go into updating sheets.
Priya Nair
Priya Nair Operations Head, Healthcare clinic chain - Kochi
Because it was set up for property from the start, we were not fighting the software. My managers finally trust the numbers on the screen.
Amit Shah
Amit Shah Founder, Real-estate agency - Surat

Quote builder frequently asked questions

FAQ

Quote builder - your questions answered

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Can I add a line that is not in my catalog?

Yes. You can type an ad hoc line with its own description, quantity, unit and rate on any document. It sits alongside catalog items on the same proposal, estimate or invoice, and you do not have to save it as a product first.

Can one line have more than one tax?

Yes. Each line item can carry several taxes at once, picked from the tax rates list your workspace manages centrally. Lines that need no tax can have none, so a single document can mix taxed and untaxed items without a workaround.

What happens when I pick a catalog item?

Its saved details fill the line for you: title, rate, unit of measure, default taxes and description. You can still change the quantity, rate or taxes on that document without changing the item in the catalog. The next document that uses the item starts from the saved details again.

Can I change the order of line items?

Yes. Every line can be dragged up or down to a new position. That lets you lead with the main work and put extras or optional items lower down, without deleting and adding lines again. The new order is what the client sees on the document and its PDF.

Is the line-item builder the same on invoices and estimates?

Yes. Proposals, estimates, invoices and credit notes all use the same builder. That is why lines, taxes and discounts carry across as they are when you convert an estimate or a proposal into the next document. Your team only has to learn one way of building a document.

Can I give a discount on only one line?

Yes. Each line has its own discount, so you can reduce the price of one item without touching the rest. Document-wide discount options before or after tax are also available when you would rather apply one to the whole total.

Glossary

Quote builder terms, defined

  • Line item

    One row on a quote or invoice: what it is, how many, the unit, the rate, discount and taxes.

  • Ad hoc line

    A line typed straight onto a document instead of picked from the catalog.

  • Unit of measure

    How an item is counted, such as hours, pieces, kilograms or days.

  • Rate

    The price for one unit of an item before discounts and taxes.

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