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Quotes and paperwork

Quotes that write themselves from the job sheet. And always add up.

When the fitter sends the sheet, Blinds Base makes a PDF quote in your logo and colours and emails it to the customer with your terms. The normal price comes first, then each saving, then VAT, with totals that always add up.When the fitter sends the sheet, a PDF quote in your branding goes to the customer with your terms.

Blind details on the job sheet, on a phone
Payment and signatures on the job sheet: payment taken, payment method, the child safety check, customer notes, and the customer and fitter signature boxes

Quotes, receipts and the maker's copy, all made from the same sheet.

Real screens from the live demo, a fictional blinds business.

Made from the sheet

No re-typing between the living room and the quote.

The quote is built from what the fitter measured and priced on site: each blind's room, size, product, fabric and price. Sending the sheet creates the quote automatically, so the office never copies figures off paper.The quote is built from what the fitter measured and priced on site. Nobody copies figures off paper.

Blind details on the job sheet: room, size, product and fabric, with the price calculated from width and drop
  • Priced from your grid. Each blind's price comes from the supplier price list the office imported, not from memory.
  • VAT your way. The fitter chooses No VAT or Add VAT (20%) on the sheet, and the quote follows.
  • Agreed a different price? The fitter can change the final price on the sheet, and the quote shows the normal price and the saving.
How the fitter job sheet works
Paperwork that adds up

Normal price, each saving, then VAT. Totals that always add up.

Every customer document is laid out the same way on A4: the normal price first, then each saving grouped by offer, then VAT, and a total that always matches the lines above it. A customer can follow it without a phone call.Normal price, then each saving, then VAT, with a total that always matches the lines above it.

Customer 360: the customer's details, active job and a payment snapshot, where their quotes and receipts are kept

From the live demo, a fictional business.

  • Your branding. Your logo and colours on the paperwork, the emails and the screens your team uses.
  • Fixed once made. A PDF is frozen when it is generated, so what the customer received is what you keep.
  • Archived, never deleted. Quotes, receipts and uploaded files stay on the customer's record under Documents.
Sending and revising

Sent by email, resent in a click, revised with a new number.

The quote goes to the customer by email with your terms. The office can resend it, send quotes in bulk, or send it by text as a secure link that works for 30 days. Texts need the optional SMS number.Emailed with your terms, resent in a click, or sent by text as a secure 30-day link.

The office dashboard: today's appointments, confirmations needed, jobs quoted with no deposit, items ready to fit and the office work queue
  • Revisions get their own number. The old version is marked Superseded, and you are warned about any work already under way.
  • Failed emails show up. A quote that did not reach the customer appears as a document needing action, ready to resend.
  • Commercial jobs too. The office records a commercial job's acceptance with a PO number, and an accepted commercial job can have a VAT invoice.

Every document, from one sheet

Each one is made from the same figures, so they never disagree with each other.

Quote

Made automatically when the fitter sends the sheet, and emailed with your terms.

Deposit and payment receipts

Made when a deposit or payment is recorded, by the fitter on the doorstep or by the office.

Fitting sheet

What the fitter needs on the day of the fit, from the same job.

The maker's copy

Sizes, products and fabrics for the workshop, with no prices on it.

Price-check copy

A copy for the office when a fitter asks for a price to be checked.

Commercial quote and VAT invoice

For commercial work. A VAT invoice needs your VAT number and an accepted job.

After the quote goes out

What happens after the quote is sent.

The quote starts the paperwork. Blinds Base keeps it moving without anyone at a desk re-typing it.

  1. The customer has it. In their inbox, in your branding, with your terms.
  2. No deposit? It chases itself. Reminders 3, 7 and 14 days after the quote, until a deposit is recorded.
  3. The deposit is recorded. A receipt is made, and an office-recorded payment also sends the customer a confirmation.
  4. The order goes to the makers. Each blind becomes an item to make, and the maker's copy carries no prices.

Questions about quotes

Can customers accept a quote online?

Not yet. A home job is accepted by taking a deposit or by the customer signing on the fitter's phone. For a commercial job, the office records the acceptance with a PO number.

Do home jobs get an invoice?

Home jobs get a quote and receipts. A VAT invoice is available for accepted commercial jobs, and it needs your VAT number.

What if the price changes after the quote is sent?

Revise the quote. The new version gets its own number and the old one is marked Superseded, so there is never any doubt which one the customer is looking at.

Can I put my own logo and colours on the quote?

Yes. Your logo and colours go on the paperwork, the emails and the screens. A PDF is fixed once it is made, so a later change to your branding does not rewrite old documents.

Do supplier price rises change quotes we've already sent?

No. Quotes already sent keep their price. A new price list only affects sheets priced after it goes live.

Send quotes that add up, every time.

See the paperwork in the live demo with no sign-up, or start your 14-day trial with your own logo.