Content from the conversation
The reason, need and agreements from the conversation return in the proposal.
Quote builder
From conversation to a correct, personal quote.
Rapportly combines the client request with your offer, pricing rules and terms. The result feels personal while remaining commercially verifiable.
Fixed commercial rules
Prices, tax, validity and terms follow your configured boundaries.
Your own appearance
Use your branding, fixed structure and preferred tone for every proposal.
How it works
Personal where possible, fixed where necessary
The combination of free-form conversation content and controlled company data makes the quote builder distinctive.
- 1Use conversation or notes
Extract the client request and agreed solution from the available input.
- 2Connect offer and prices
Choose services, quantities and fixed pricing rules from your setup.
- 3Build the quote
Rapportly creates a complete proposal in the agreed style.
- 4Review and send
Confirm amounts and content before sharing the quote.
Example
A proposal that recognises the conversation
The client sees more than a price list. They understand why this approach fits the discussed need.
- ✓ Personal introduction based on the conversation
- ✓ Verifiable pricing rules and tax
- ✓ Fixed terms and professional layout
Turn follow-up into a professional proposal
The quote builder is included in Pro and connects to the rest of your Rapportly workflow.