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.