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
Five roles enforced by security rules. 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.
Public quote view & PDF
Share a live customer-facing quote at a clean URL, or export a branded PDF proposal. Works offline as a PWA.
Branded proposals
Your brand on the outside. Your margin on the inside.
Every proposal goes out under the right brand — the dealer's or the parent's — with a clean, customer-ready layout. The material list and cost build-up stay internal, always.
- Logos, colors, and typography per brand
- Puppeteer-rendered PDF export
- Customer-facing quote at a public link
Your team
Reps, roles, and attribution that actually hold.
Rep profiles, quote attribution per person, and enforced roles — Owner, Admin, Sales Rep, Dealer. Dealer writes are routed through a secured function so quotes can't be tampered with client-side.
- Invite members and assign roles
- Owner / Admin / Sales Rep / Dealer access
- Measurement PDF import pipeline
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.