ENGINEERED_PERFORMANCE_SYSTEM_V4
PLATFORM / QUOTE BUILDER
QUOTES
Professional. Branded. Signed in Minutes.
Build detailed line-item quotes with your branding, send via email, collect e-signatures, and track opens — from one screen.
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REVENUE_ENGINEACCELERATED
BUILT-INE-SIGNATURE
AVG DEPLOYMENT24-48 HRS
PLATFORMVAULT 4.2
01 / OVERVIEW
QUOTES
Sending a quote shouldn't mean opening Word, formatting a PDF, attaching it to Gmail, and hoping for a reply. Kaching's quote builder generates a professional, branded quote in under a minute — with line items, labor, materials, taxes, and your logo. Send it with one click, track when the client opens it, and collect their e-signature right in the quote.
ANATOMY_LEGEND
01
SPEC_ID_01Line-item builder: labor, materials, services, add-ons, discounts
02
SPEC_ID_02Branded PDF with your logo, colors, and company details
03
SPEC_ID_03E-signature collection built directly into the quote
04
SPEC_ID_04Track quote open status — see exactly when the client viewed it
05
SPEC_ID_05Send automated follow-up if quote goes unopened after 24 hours
06
SPEC_ID_06One-click convert accepted quote to invoice
VAULT
NODE_DOCS_V4
FINANCIAL PROTOCOL
Active // Live Sync
MIKE REYNOLDS
124 INDUSTRIAL WAY, OTTAWA
QUOTE #1042
EXPIRES 2026-04-15
SERVICE MODULE
QTYTOTAL
Site Assessment & Logistics
1.0$850.00
Structural Roof Framing — Node_B
1,200$6,200.00
Poly-Membrane Edge Sealing
80.0$1,600.00
Disposal & Cleanup Protocol
1.0$450.00
CLIENT E-SIGNED
DEPOSIT INGESTED
AGGREGATE TOTAL$9,100.00
02 / HOW IT WORKS
THREE STEPS
01
Build the quote
Add line items from your catalog, set quantities and pricing, apply tax rates, and preview the branded PDF.
02
Send and track
Client receives a professional email with the quote. You see a notification the moment they open it.
03
Signed and converted
Client e-signs directly in the quote. One click converts it to an invoice. The deal moves to Won.
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