SaaS · Quoting platform

Quoto: quotes, PDFs and online acceptance for small firms

A quoting platform: build a quote in minutes, the client approves it online from a link, and the yes turns into an order without re-entering anything.

Project sheet

Client
Quoto
Sector
SaaS · Quoting platform
Stack
Next.js 16 · React 19 · Postgres + Drizzle · better-auth · Playwright (PDF) · Railway

The context

Anyone who sends quotes knows the problem is not writing them — it is what happens next. The quote comes out of Excel or Word, becomes a PDF, goes off by email, and then the silence starts. Did they open it? Did they read it? Do I call, or will I look pushy?

Meanwhile the clients live in an address book, the prices in another spreadsheet, and the status of every job only in the owner’s head. Quoto is built for Italian tradespeople, technicians and small firms, and it does one thing: it turns the quote from a file that disappears into a document that answers.

The challenge

It looks like a simple problem. It is not.

The first obstacle is trust in the numbers. A total that is one cent out is not a detail: it is the reason a client starts doubting everything else. Different rates, discounts, rounding — it has to add up every time, without the person using it having to check.

The second is time. If building a quote in the app is more effort than writing it by hand, nobody will use it: against clunky software, the spreadsheet wins every time.

The third is how the story ends. A yes over the phone is not enough: you need a record, with a name and a date, that still holds when the job is done and it is time to get paid.

The solution

The whole flow is four steps.

Compose. Pick the lines from your price list: totals, discounts and VAT work themselves out. No formula to double-check.

Send a link. Not an attachment: an address the client opens from their phone, even from a job site, over WhatsApp or email.

The client approves. They read and accept on the same page, and a record is kept of who said yes and when. You get the notification: no more phone calls to find out whether they saw it.

It becomes an order. An accepted quote turns into an order in one click, ready to schedule, with nothing to re-enter.

The PDF the client downloads and the page they open are the same document, carrying the company’s logo and colours: they cannot say different things. And each company only ever sees its own data — that is the decision everything else was built on.

The results

The quote stops being a file and becomes something with a state: you always know where it stands. The Free plan covers ten quotes sent per month, unlimited clients, price list and orders, and online approval; Pro and Business add the team, more sends, electronic signature, and remove the Quoto badge from the documents.

The hard part was never the screen. It was deciding that the system does the maths, the same way every time — so whoever sends the quote thinks about the job, not the calculator.

The results

What changed, in numbers.

  • PDF the quote comes out laid out, with the company logo and colours
  • Link the client opens and approves from their phone, no printing or attachments
  • VAT totals, discounts and rates worked out by the system, not by hand
  • Order an accepted quote becomes an order in one click

Live

Quoto home page: the headline "Preventivi, ordini e clienti. In un posto solo." next to a sample quote with totals, VAT and an approval button
quoto.pro — home page
The "how it works" section: moving from the old way to a single flow, from composing the quote through to the order
quoto.pro — how it works
Quoto pricing with the Free, Pro, Business and Enterprise plans and the features included in each
quoto.pro — plans
Quoto home page on a smartphone: headline, description and the button to create a first quote
quoto.pro — mobile version

Contact

Want a similar result?

Tell us your context: we'll honestly tell you if and how we can replicate it.

  • A personal reply, not a sales pitch
  • Quotes with clear, measurable line items
  • If it's not our field, we'll tell you