The Quote Builder turns your pricing catalog into a priced quote your client can accept with one click. You assemble the lines, hit Publish, and KM Hub gives you a public accept link to send - no PDFs, no back-and-forth, and the acceptance lands back in your pipeline automatically.
Start a new quote
- Open Sales > Quote Builder.
- Click New Quote in the top-right corner.
Build the quote inline
The builder works right on the page - add lines until the total matches what you want to charge:
- Add a package: pull a package straight from your pricing catalog, price included.
- Add an add-on: attach add-ons from the catalog on top of the package.
- Add a freeform line: type any custom line item for one-off charges that are not in your catalog.
- Quantities and prices: adjust the quantity and price on each line - catalog prices are your starting point, not a lock.
If you have not built your catalog yet, see Build your pricing catalog: packages, add-ons, and option groups first - quotes get much faster once your packages are in place.
Email the quote to your client
When the quote is ready, click Save + email to client. KM Hub saves the quote, publishes it, and emails your client the itemized quote with a button to accept it online. The email goes out from your connected mailbox when you have one. Connected Gmail and Outlook mailboxes also keep a copy in your Sent folder. Other mailboxes may not, so the Quotes page is the place to confirm it went out.
The client email on the quote is where it goes, so add it first. On the Quotes page the quote then shows Emailed with the date, time and address.
Changed the quote after you sent it? Email it again
Open the quote, make your changes, and click Save + email to client again. You can resend a quote as many times as you need. Each new send goes out as Updated quote from your company, so your client sees a new email that replaces the earlier one, and the accept link always shows the latest version.
Prefer to send the link yourself?
Click Save + publish instead. It publishes the quote and copies its public accept link without emailing anyone, so you can paste it into a text or a chat message.
What your client sees
The link opens a public quote page - no login and no account needed. Your client sees the full itemized quote and can accept it right on the page. Once they accept, the quote's status updates on your side.
Track quotes on the Quote Builder page
Back on the Quote Builder page you can search by client name or title and filter by status: All, Draft, Published, Accepted, or Declined. You can also delete a quote you no longer need from here.
Manage the full pipeline on the Quotes page
The Quotes page (Sales > Quotes) is your repository of every quote you have ever built. Use it to keep statuses honest as deals move:
- Status pipeline filter: view quotes by stage - Draft, Sent, Viewed, Accepted, Rejected, or Expired.
- Change status per quote: click the status buttons on a quote to move it through the pipeline. These buttons update the pipeline only - no email goes out to the client, so it is safe to tidy up statuses anytime.
- Delete quote: remove quotes you no longer need.
New quotes are always built in the Quote Builder - the Quotes page is where you track and manage them afterward.
Still stuck? Submit a ticket from this help center and we'll take it from there.
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