Create professional quotes and proposals in minutes.
Built for trades, agencies, consultants and service firms.
One Opeux account — start with Quotes, add more tools later.
Sample Opeux Quotes — quote builder. Demo data — no real customer information shown.
The problem
- ✕Quotes take too long to write
- ✕Scope of work is inconsistent
- ✕Follow-ups are forgotten
- ✕Customers expect a professional PDF
What you get
- ✓Quote wizard
- ✓Business profile and logo
- ✓Customer details
- ✓Service and product templates
- ✓AI-generated scope of work
- ✓Optional terms section
- ✓PDF quote export
- ✓Email sending
- ✓Quote statuses
- ✓Follow-up reminders
Opeux Quotes turns the awkward, time-consuming job of quoting into a five-minute task. Build reusable templates for your common services, let AI draft the scope of work from a one-line brief, send a polished branded PDF with a public view link, and chase the quotes that go quiet — without writing the same email twice. Numbers are issued automatically, expiry dates are tracked, customer views are logged, and won quotes can be pushed straight into Opeux Invoices. It is built for owners and small teams who want to look professional without spending half their week in a word processor.
How Quotes fits your week
- 1. Build a template once
Capture your standard scope blocks, payment terms and exclusions so you don't start from a blank page.
- 2. Draft a quote in minutes
Pick a template, drop in line items, and let AI tidy the scope of work.
- 3. Send a branded PDF + link
Customers get a clean public link plus a downloadable PDF — no login required.
- 4. Track views and chase politely
See when a quote was opened, and let AI draft a friendly nudge for the silent ones.
- 5. Convert won quotes to invoices
One click pushes the won quote into Opeux Invoices ready to send.
Inside Opeux Quotes
Save common service blocks, terms and exclusions and reuse them on every quote.
Numbers are issued in order per workspace and never reused — clean for accounts.
Customers open a clean branded page on any device. No account needed.
Logo, colours and business details applied automatically to every PDF.
See every open, download and status change on the quote timeline.
AI drafts a follow-up email so quiet quotes get a nudge without sounding pushy.
Who uses Quotes
Send fixed-price quotes between jobs without opening a laptop.
Replace messy doc proposals with a tidy public quote link.
Quote recurring services and one-offs from the same template library.
Bespoke pricing per booking, with terms attached and tracked.
Look professional with a branded scope of work, not a Word file.
Quote a job, get it signed off, and convert straight to an invoice.
Where AI helps
Describe the job in a sentence — get a tidy, professional scope back.
Standard payment, validity and exclusion clauses ready to tweak.
First, second and final follow-up drafts that don't burn the relationship.
A one-line summary of what each quote covers, useful for your pipeline view.
A better alternative to the spreadsheet
A quoting spreadsheet only one person understands, with formulas that break every month.
Quotes go out late, look home-made, and are forgotten the moment you send them.
A shared quote library anyone can use to send a clean, numbered, branded quote in five minutes.
Quotes look professional, go out the same day, and politely chase themselves.
- ✓Owner-operators
- ✓Trades and installers
- ✓Studios and agencies
- ·Procurement-led enterprise tenders
- ·Anything needing a full CPQ engine
From enquiry to signed quote in 24 hours
A small installer gets a Monday enquiry and wants the quote out before the customer asks a competitor.
- 1.Pick the closest template from the library
- 2.Tweak two line items and let AI tidy the scope
- 3.Send the branded PDF + public link
- 4.Track the open, send a polite nudge, win the job
Is Quotes right for you?
- ✓You quote more than a couple of jobs a week
- ✓You want a branded PDF without buying design tools
- ✓You want sequential, audit-friendly quote numbers
- ✓You want to see when customers actually open a quote
- ✓You want a one-click path from won quote to invoice
- ✓You want chase emails that don't burn the relationship
Frequently asked questions
Do customers need an account to view a quote?
No. They get a clean public link and a downloadable PDF, viewable on any device.
Can I use my own logo and colours?
Yes — set them once in your business profile and every quote uses them automatically.
Does it handle quote numbering?
Yes. Numbers are issued in sequence per workspace and never reused, even if you delete a draft.
Can I duplicate a previous quote?
Yes — duplicate, tweak and send. Templates also save common service blocks for reuse.
Can I turn a won quote into an invoice?
Yes. Mark a quote as won and push it into Opeux Invoices in one click.
Will it nag customers for me?
It drafts polite follow-ups for you — you stay in control of when to send.