Visual form templates
Drag-and-drop quote fields — text, number, image, options, and formulas. One template scales across your product lines.
ComTools · Quotely
Export polished quotations, fast.
Schema-driven templates and a formula engine turn inquiry, pricing, PDF export, and online sharing into one smooth workflow — no more wrestling with Word and Excel.
- Browser-based, no install
- Templates + formula pricing
- PDF export & share links
Step 1
Sign in to the dashboard
Features
From template to signed quote — in one place.
Built for sales and estimators: dynamic forms, formula totals, customer & product catalogs, PDF output, and shareable links — so every quote looks professional.
Dynamic formula engine
Qty, unit price, discounts, tax, and summary lines calculate automatically — ideal for complex custom quotes.
Industry template library
Start from curated presets, then fine-tune to match your company layout in minutes.
Customers & products
Reuse contacts and catalog items when creating quotes — less retyping, fewer mistakes.
Professional PDF export
Export print-ready quotation PDFs for emailing, archiving, and client sign-off.
Online quote sharing
Send a secure link so clients can review the quote online without file ping-pong.
Schema-driven extensibility
Forms are JSON-schema driven, so field types stay extensible for niche industries.
Free during early access
Sign up and use the full workflow at no cost. No template or quote caps while we focus on building the product.
Use cases
Find the quote workflow that matches your search.
Industry pages target long-tail queries on Google—from export trading and manufacturing to free quote generators and Excel alternatives.
Export & trading quotes
Trading PDF quotes, product catalog reuse, share links.
Manufacturing quotes
Custom line items, formula roll-ups for factory sales.
Construction estimates
Itemized labor & materials with project PDF export.
Free quote generator
Sign up free, unlimited templates, browser-based quotes.
Formula-based pricing
Auto totals for qty, discount, and tax—no broken cells.
PDF export & sharing
One-click PDF or client review links online.
Small business SaaS
Lightweight quote management without a heavy ERP.
Excel alternative
Visual templates instead of fragile spreadsheets.
How it works
Six steps from signup to client PDF review.
Watch the video first, then follow the screenshots through dashboard, templates, builder, quoting, sharing, and client view.
Watch the walkthrough
A short video of the full quoting flow—from dashboard to client PDF.
- 1
Sign in to the dashboard
After signup, the dashboard shows template and quote counts, 6-month creation trends, quote totals, and recent quotations. Click “New quotation” to get started.
- 2
Pick an industry template preset
Open Templates to browse presets for software, construction, marketing, and more. Click “Use preset” to clone one, or “New template” to start from scratch.
- 3
Design your template visually
Drag fields from the library to build headers, party info, line-item tables, and summary formulas. Style tables in the properties panel, then save the structure.
- 4
Fill the quote — totals auto-calculate
Create a quote from your template, pick a customer, and enter line items. Subtotals and grand totals update automatically. Save, export Excel, or download an image.
- 5
Share a link with your client
From the quote list, open Share to generate a login-free link. Optionally require an access code, copy the URL, and track view counts.
- 6
Clients review online and download PDF
Clients open the share link to review the full quote in the browser—no account needed. They can download PDF or image for archiving and sign-off. Open the English live demo to see exactly what clients receive.
Pricing
Free for now.
Sign up and use the full product—templates, formula engine, PDF export, and share links included.
Free
$0
Forever free
- Unlimited templates & quotations
- PDF export & online share
- Customers & products
- Formula engine
- Industry template library
FAQ
Everything you need before you start.
Common questions about Quotely online quotation software.
Sales teams and estimators in trading, manufacturing, construction, agencies, and IT services — anyone who sends quotes often and wants fewer spreadsheet errors.
No. Quotely is a browser-based SaaS. Sign in from any modern browser and start quoting.
During early access, everything is free with no template or quote caps. Paid plans will be introduced later as the product matures.
Yes. Export professional PDFs, or share a secure online link so clients can review without downloading files.
Yes. Formula fields and summary lines link quantity, price, discounts, and tax so totals stay accurate.
Quotely is built by ComTools (comtools.cn), a tool family focused on productive workflows. Visit the main site anytime for more products.
Yes. Templates, quotes, and customer data are scoped to your account. Keep your credentials secure.
Open /en to set English as your preference. Login, register, and the app UI will stay in English until you switch back.
Yes—visual templates, stable formulas, and PDF export beat shared xlsx files. See the Excel alternative use-case page.
Yes. Early access includes the full product with unlimited templates, PDF export, and share links at no cost.
Yes. Configure multi-line detail, discounts, and notes; reuse catalog SKUs. See the export trading solution page.
Use multi-line templates for labor, materials, and fees—formulas roll up totals and export to PDF. See the construction page.
Ready to upgrade your quoting workflow?
Create a free account and send your first professional quote in minutes.