Reuse the customer
Start from an existing lead or customer rather than typing details into a new document.
QUOTES & PROPOSALS
From enquiry to accepted work without starting again.
BusinessBuilder should use the language and sales document that fits the company — quote, estimate or proposal — while reusing the customer and service data already known.
QUOTE Q-1048
Kingsway House
Westwood Property Ltd · already linked from lead
Distribution board upgrade£8,950
Testing & certification£1,480
Site attendance£2,050
Follow-up Friday · Total £12,480
WITHOUT IT
Where the friction comes from.
Quotes are often rebuilt from Word, spreadsheets or isolated quoting tools, then forgotten after they are sent. Acceptance does not always create the next operational step cleanly.
WITH BUSINESSBUILDER
What changes.
The customer, service, price, terms and follow-up stay together. Acceptance can create the correct next object: job for a contractor, project for an agency, engagement for a consultant or booking for a service business.
HOW IT WORKS
Build the offer
Use reusable services, prices, options, terms and attachments appropriate to the business.
Carry acceptance forward
Accepted work creates the next operational stage with history attached.
REALISTIC EXAMPLE
Electrical contractor
Before: The office makes a PDF quote, emails it and remembers to chase it manually. Accepted work is then re-entered as a job.
After: The quote keeps value and follow-up date, then an acceptance creates the job with the customer, scope and site information attached.
1Qualified lead2Quote3Sent4Follow-up5Accepted6Job created