Quoting

Branded, templated quotes the customer can sign.

Build a library of branded quote templates, attach proposals or terms front and back, send by email or SMS, and let the customer accept or decline in their browser.
YOUR TEMPLATE · YOUR BRAND · YOUR DELIVERYiHinstallHUB EV LtdQuote Q-01422026-05-18Sarah Smith · SW18 4PQ7kW Pod-Point Solo3£1,200Type 2 cable 7.5m£180RCBO + isolator£240Install + NICEIC cert£980Subtotal + VAT 20%£3,120Total£3,120Tap to acceptATTACHED📎 Cover letter · Standard termsSENT BY✉Email📱SMS linkAwaiting replyACCEPTEDS. Smith · 14:22

WITHOUT vs WITH

From a generic PDF to a templated, branded send.

Without installHUB

✕

Field operative writes notes on paper, office types quote in Excel

✕

Quote sent by email, lost in the customer’s spam folder

✕

“Did the customer accept that quote we sent?”

✕

Every quote built from scratch

With installHUB

✓

Pick a template, fill in the line items, send, no retyping

✓

Send by SMS for higher open rates, fewer chases

✓

Customer accepts in the portal, team gets a real-time alert

✓

Templates for common configurations, quote in two clicks

TEMPLATES & BRANDING

Your template. Your logo. Your colours.

Build a library of quote templates for the configurations you sell: “Solar + Battery”, “EV Charger (single phase)”, “Heat pump retrofit”. Each template carries your logo, brand colours, header layout and standard small print. Pick the template, fill in the line items, send. The customer sees your brand, not ours.
Reusable templates for the configurations you sell most
Your logo, brand colours and header layout baked in
Pick a template, drop in the line items, send
Brand kit stored once, applied to every quote (Pro plan and later)
Templates · brand kitLogo · colours · layoutiHinstallHUB EV LtdQuote Q-0142Total £3,120GEGreenEnergy CoQuote Q-0142Total £3,120SSSunset SolarQuote Q-0142Total £3,120
Attach proposals + termsTop & tail every quoteCOVER LETTER · ATTACHED FRONTHello Sarah, here’s our proposal for your EV install.Branded letterhead · signed by your teamQUOTE Q-2026-0142£3,1207kW Pod-Point Solo3£1,200Type 2 cable + isolator£420Install + NICEIC cert£980Sub-total · VAT 20%£520Total£3,120STANDARD TERMS · ATTACHED END12-month workmanship warranty · MCS-compliant kitPulled from your terms library · latest version📎
ATTACH PROPOSALS & TERMS

Cover letter on top. Standard terms at the back.

Attach any document to the front or back of a quote: a written proposal, a survey summary, your standard terms and conditions, a warranty sheet, a case study. The customer gets one bundled PDF. Templates can carry a default attachment set so you don’t have to remember each time.
Attach a cover letter, proposal or case study to the front
Attach standard terms, warranty or T&Cs to the back
Templates carry a default attachment set so you don’t forget
Customer gets one bundled PDF, not five separate files
ITEMISED OR SIMPLE

Every line item, or just the total, you choose.

Some customers want the full line-item breakdown. Some just want the bottom line. Flick one toggle on the quote and the PDF rebuilds either way: a full itemised view with products, labour and VAT, or a clean single-figure total with a short scope description.
Toggle between full breakdown and single-figure total
Itemised: products, labour, compliance fees, VAT
Simple: scope description + one bottom-line total
Same quote, two PDFs, pick whichever the customer prefers
Itemised or a single totalWhatever your customer prefersSHOW BREAKDOWN ON THE QUOTEITEMISEDSIMPLEQUOTE Q-2026-0142LINE ITEMS7kW Pod-Point Solo3£1,200Type 2 cable 7.5m£180RCBO + isolator£240Install + NICEIC cert£980Subtotal£2,600VAT 20%£520Total£3,120EV CHARGER INSTALLAll-inclusive · equipment, install, certification£3,120incl. VAT · no surprise extras
Email or SMS · accept or declineIn the customer’s pocket✉ Quote Q-0142To: sarah@example.comYour EV install quoteHello Sarah, here’s our proposal for...Open quote →MessagesinstallHUB EVYour quote is ready:tap to view · £3,12014:08 · SentCUSTOMER RESPONSEAcceptedSarah Smith · 14:22×DeclinedReason captured for analytics
SEND · ACCEPT · DECLINE

Email or SMS. Accepted or declined.

Send the quote by email or SMS, or both. The customer taps the link, the quote opens in their browser, they pick Accept or Decline. Acceptance flips the status across installHUB and queues the install job; decline captures a reason so you can spot patterns in what’s losing you work.
Send by email, by SMS link, or both
Customer opens the quote in their browser without a login
One tap to Accept, one tap to Decline (with a reason)
Acceptance updates the job status and unlocks invoicing

MORE QUOTING POWER

Everything else your quoting workflow needs.

Quote review & approval

Big quotes require manager sign-off before they go out (Enterprise plan).

Auto-reminders

Field operatives get nudged on stalled quotes; customers get nudged if a sent quote isn’t actioned.

Decline-reason analytics

See exactly why deals don’t close: price, timing, competitor.

External quote upload

Got a contractor’s PDF quote? Attach it to the job so paperwork stays in one place.

Quote versioning + history

Every change to a quote keeps the previous version on the record. You always know exactly what the customer agreed to when, and which line item changed.

Revoke or void a live quote

Pricing has moved, or the customer has dropped out. Revoke the live quote so it can no longer be accepted, or void it with a reason that stays on the job record.

SEE IT IN ACTION

Inside the quote builder.

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1

Cover note

Opening comment that introduces the quote, gets added to the top of the PDF the customer receives.

2

Products + VAT

Line items pulled from your catalogue with cost, quantity and VAT, totals roll up live as you build.

3

Labour, extras and discounts

Stack labour lines, ad-hoc items and discounts on top of products, the bottom-line total recalculates instantly.

4

Job classification

Pick the job type for this quote: acceptance flips the install job to match, no manual reassignment.

5

Customer context

The original enquiry, the product the customer asked for, and any notes they left, all visible while you build the quote.

EXPLORE RELATED

Where quoting fits in the rest of installHUB.

Invoicing & Payments

Create an invoice from any accepted quote in one tap.

Stripe Connect online (Pro+)

Deposits + payment requests

Payments dashboard

Credit notes

Accounting Integrations

Every quote and invoice flows to QuickBooks or Xero, bi-directional.

QuickBooks 2-way

Xero 2-way

Tax codes pulled

Real-time sync

Documents

Compliance certificates and customer pack, generated from your job data.

EIC / DNO / handover pack

Branded templates

Audit trail

On-demand re-generation

Lead acquisition

Where the quote starts: capture the enquiry, fill the pipeline.

Embeddable forms

Conditional branching

Zapier (Pro)

Source attribution

★★★★★

“installHUB was the perfect solution! With a simple platform and app, you could work through the process, collating the required information as you go, literally saving hours of admin time before and after the install. The support offered by the staff is unrivalled.”

David McTurkDirector, DWM Electrical Ltd
★★★★★

“They took the time to understand our business needs, offering professional advice and recommendations for the appropriate options.”

Steve WrightHead of Operations, Car Charged UK
★★★★★

“installHUB’s software coupled with our affordable EV charging solutions will make the installation process easier than ever before, and we are so excited.”

Tom BloorManaging Director, evec

GET STARTED

Ready to manage your jobs end to end?

Join hundreds of installation businesses running their full workflow on installHUB.

✓ No credit card required

✓ 1 month free trial

✓ Cancel anytime

Frequently asked questions

What does installHUB quoting do?

It builds branded, templated quotes that customers can sign, and turns site surveys into quote-ready jobs.

Can customers accept a quote online?

Yes. Quotes are sent by email or SMS and the customer can sign to accept or decline.

Can I brand quotes with my logo?

Yes, quotes use your own template, logo and colours, with a cover letter and standard terms.

Can I show or hide individual line items?

You choose whether the customer sees every line item or just the total.

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©2025 installHUB™ | A product of Khan Soft Ltd
Company number: 15956975