LoopSuiteDownload App Win work
Build checked quotes from prices and information you trust.
One real customer request becomes a checked quote record and professional PDF with reconciled line items, tax and total.
See how it works- Your day rate is £190.
- Paint and materials go on as one line.
- Add VAT on business customers only.
Quote Builder
A quote preview and durable PDF with the request, scope checklist, included work, exclusions, assumptions, prices, tax, total, revision, recipient and delivery state.
Example outcome. The customer, price, account and private work are deliberately not shown.
What they do
Checked customer quote
A quote preview and durable PDF with the request, scope checklist, included work, exclusions, assumptions, prices, tax, total, revision, recipient and delivery state.
Illustrative customer journey. Private customer, account and provider data is not shown.
When they start
The owner supplies a quote request, an exact enquiry is selected, or an approved employee handoff provides the verified customer details.
A small workshop is asked for 200 printed mugs. The price per mug is saved but there is no confirmed price for gift boxes. Quote Builder asks for that one price, then continues the same quote and creates the checked PDF.
What they work from
Give them what the job needs, and nothing more.
It uses only the selected authoritative customer sell-price route and clearly labels assumptions, exclusions and missing facts.
- Gmail
- Outlook
- LoopSuite
- QuickBooks
- Pipedrive
- ServiceM8
- LoopSuite Sources
- Google Drive
No apps connected?
Still useful, and honest about it.
An owner-supplied request plus confirmed onboarding facts and selected Sources can still produce a checked quote and PDF. Without Gmail, it stays ready to download or share manually.
When they text you
They only text you when they need you.
- A material scope, access, choice or responsibility is missing.
- A price, quantity, tax rule or term cannot be confirmed.
- The selected price route is blocked or the recipient is ambiguous.
- A date or availability claim cannot be proved.
- The exact PDF revision and covering email need approval.
You stay in charge
Nothing goes out without your OK.
The quote is prepared before any outward action. Gmail delivery always requires approval; Full Auto cannot send the PDF. After delivery it may offer Quote Chaser; after acceptance it may offer Booking Assistant. Every employee link remains owner-approved.
Clear boundaries
What Quote Builder won’t do.
- It never guesses a price, quantity, tax rule, term, recipient or availability.
- It never treats a supplier cost as the customer sell price.
- It never exposes cost or margin on the customer PDF.
- Outlook may supply the enquiry, but Outlook PDF delivery is not claimed for this version.
- It does not order materials, take payment or make a booking.
Questions before you install
Plain answers.
What does Quote Builder do?
A quote preview and durable PDF with the request, scope checklist, included work, exclusions, assumptions, prices, tax, total, revision, recipient and delivery state.
When does Quote Builder start?
The owner supplies a quote request, an exact enquiry is selected, or an approved employee handoff provides the verified customer details.
What can they work from?
It uses only the selected authoritative customer sell-price route and clearly labels assumptions, exclusions and missing facts. Examples include Gmail, Outlook, LoopSuite, QuickBooks, Pipedrive, ServiceM8, LoopSuite Sources, Google Drive.
Do they work without a connected app?
An owner-supplied request plus confirmed onboarding facts and selected Sources can still produce a checked quote and PDF. Without Gmail, it stays ready to download or share manually.
What needs my OK?
The quote is prepared before any outward action. Gmail delivery always requires approval; Full Auto cannot send the PDF.
What if they are missing something?
They text you one short question and carry on with the same job once you answer.
Your team, one text away
Get LoopSuite.
Install the app, type your business name or web address, and LoopSuite gets to know the business while you watch.
Scan to downloadiPhone or AndroidOpen download linkUse LoopSuite on the web