Welcome to QuoteBuilder

Who This Is For

New users who just created their QuoteBuilder account and want to understand what the platform can do.

What You'll Accomplish

By the end of this article, you will:

  • Understand what QuoteBuilder does
  • Know the main features available to you
  • Know where to get help

QuoteBuilder Overview

QuoteBuilder is a professional quoting and invoicing platform designed for businesses that sell or rent products and services. Whether you're creating sales quotes, managing equipment rentals, or sending service proposals, QuoteBuilder streamlines your entire workflow from quote to payment.

What You Can Do

Create Professional Quotes

Build detailed quotes with your products, pricing, discounts, and taxes. Generate polished PDFs and email them directly to customers.

Manage Rentals

Track equipment rentals from pickup to return. Handle weekly invoicing, partial returns, and even lost or damaged items.

Send Proposals

Create service-based proposals using your library of pre-built services and introduction templates.

Invoice and Get Paid

Convert approved quotes to invoices, send payment links, and track payments—all in one place.

Track Customers and Products

Maintain a complete database of your customers with multiple contacts and addresses. Manage your product catalog with pricing and inventory tracking.

Getting Help

  • Help Center: Click Help in the sidebar menu, then Help Center, to reach these guides
  • Support: Contact our support team for personalized assistance
  • Suggestions: Visit our roadmap at quotebuilder.nolt.io to request features

Next Steps

Ready to get started? Complete your account setup to configure your company information and preferences.

See also