QuoteSmart
Quote like you
mean it.
The quoting platform for contractors and dealers. Price the job, protect your margin, brand the proposal, and close — all on one rail that every lead runs through.
The platform
Everything a quote needs to become a job.
Server-side cost stripping
Dealers never receive cost, margin, or distributor pricing. It's enforced at the Cloud Function layer — a hard architectural rule, not a UI toggle.
Floor-price enforcement
Flat, per-watt, or per-square-foot floors with greater-of logic and adders-inclusive totals. Your floor holds.
Per-dealer overrides
A three-tier precedence chain — per-kit rule, dealer override, global line rule — so every account prices the way it should.
Dual-output quotes
A clean customer-facing proposal, fully separated from the internal contractor material list. The BOM never leaks.
Per-dealer branding
Each dealer can present under their own brand or the parent brand. One platform, many storefronts.
Role-based access
Four roles enforced by security rules: Owner, Admin, Sales Rep and Dealer. Dealer quote writes are forced through a callable function — no direct client writes.
Bolt AI, built in
A streaming AI assistant with markdown, voice input, and attachments — right inside the quoting flow.
Rep profiles & attribution
Photo upload and per-rep quote attribution, so every quote is tied to the person who sent it.
Branded PDF proposals
Export a customer-ready PDF proposal under the right brand. Works offline as a PWA, so you can quote from the truck or the roof.
Bolt AI
Ask it what needs you today.
Bolt reads the screen you're on and acts on it. Pull up what needs attention, find out why margin is down, or draft the follow-ups, without leaving the quote flow.
- What needs me today?
- Why is margin down?
- Draft the cold-lead nudges
One workspace
Quotes, customers, catalog, inbox. One menu.
Everything a quote touches lives in the same app: pricing and catalog, the CRM inbox and automations, and the settings that control branding, team roles and dealers. Roles are enforced server-side, and dealer writes go through a secured function so quotes can't be tampered with client-side.
- Quotes, customers, catalog and inventory
- Inbox and automations built in
- Branding, team, dealers and integrations in settings
Bolt-powered · inside QuoteSmart
Coming soonInventory that thinks like you do.
Bolt-powered inventory management inside QuoteSmart. Track stock levels, get reorder alerts based on your pipeline, and ask Bolt about anything — like you're talking to your best purchasing manager.
- Track stock levels across your catalog
- Reorder alerts driven by your live pipeline
- Ask Bolt about pricing, availability, and what to order next
Just ask, like you would a person:
Want it first? Join the AI-Powered Inventory waitlist.
Put QuoteSmart in your pocket.
QuoteSmart installs as an app and works offline — quote from the truck, the roof, or the kitchen table. Book a demo and we'll get you set up.