A CRM with quotes built from your own catalog.
Save every product and service once, with its SKU, unit, and price. Add the lines to a deal, set the discount and tax, and send the quote as a PDF.
Price it from the catalog.
Send it as a PDF.
Your products and services are saved once, with a category, a SKU, a unit, and a price. Add them to a deal and the quote totals itself.
Products & services
7 items · with prices and units
Purifier unit, model P-40
Product · Supplied and installed
Wall mounting kit
Product · Per unit
Install and commissioning
Service · Half day, 2 people
Filter set, first year
Product · Per unit
Service plan, year 1
Service · 2 visits, parts excluded
Service plan, 2 years
Service · Two visits a year
Filter set, 3-pack
Product · Fits RT-6 to RT-9
Unit 4 replacement
Ashworth Clinic · Ground floor
Value
$12,050
Owner
MK
Follow-up
May 6
Line items · from the catalog
Purifier unit, model P-40
3 × $2,900
Wall mounting kit
3 × $180
Install and commissioning
1 × $1,400
Filter set, first year
3 × $240
Service plan, year 1
1 × $690
Field Services Co.
hello@fieldservices.co
Quote
Q-2107
Prepared for
Ashworth Clinic
Ground floor
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Purifier unit, model P-40 Supplied and installed | 3 | $8,700 |
Wall mounting kit Per unit | 3 | $540 |
Install and commissioning Half day, 2 people | 1 | $1,400 |
Filter set, first year Per unit | 3 | $720 |
Service plan, year 1 2 visits, parts excluded | 1 | $690 |
Prices hold for 30 days. Service plan renews yearly. · Thank you for your business.
From the first lead
to the quote and after.
Capture the lead
Website forms, CSV imports, and a quick add land the contact with an open deal.
Contacts
1 new from your website
Mara Ellison
Northlake Dental
Jon Alvarez
Ashworth Clinic
Dana Okonjo
Pinebrook Property Group
Ellis Bram
Delta Sign Co.
Nora Patel
Bram & Sons
Build the quote
Pull the lines from your catalog, set the quantity, the discount, and the tax.
Quote Q-2107
Ashworth Clinic
Purifier unit, model P-40
Supplied and installed
Wall mounting kit
Per unit
Install and commissioning
Half day, 2 people
Filter set, first year
Per unit
Service plan, year 1
2 visits, parts excluded
Log what you sold
Record the unit, the site, and the quantity. It stays on the customer record.
Installed products
4 units at 4 sites
Purifier P-40, 3 units
Ashworth Clinic, ground floor
Compressor bank
Bram & Sons, workshop
Roof units, 2
Pinebrook, Building B
Water treatment kit
Northlake Dental
Set the follow-up
The service date raises a task, and the next quote starts from the record.
Tasks
Today · 1 of 3 done
Follow up on the Delta Sign quote
Delta Sign Co. · $12,300
Walk the Pinebrook sites
9:30am · 3 buildings
Send Mara the revised service plan
Northlake Dental
Record the Bram & Sons visit
Compressor bank
A CRM with quotes
attached to every deal.
Sales pipeline
5 open · $79,900 · drag a deal to move it
Filter fleet refresh
Ashworth Clinic
3-site install
Pinebrook Property Group
Unit 4 replacement
Delta Sign Co.
Service plan, 2 years
Northlake Dental
Workshop retrofit
Bram & Sons
A CRM with quotes
attached to every deal.
The quote sits on the deal, next to its value, its stage, and the next follow-up. See how deals and pipelines work.
The quote sits on the deal, next to its value, its stage, and the next follow-up. See how deals and pipelines work.
One pipeline per kind of work, each with its own stages and its own board. A quote can belong to a deal in any of them.
Rename, reorder, add or remove stages until the board reads like your process. Quote sent can be a stage of its own.
What you quoted is what you service.
Installed products
4 units at 4 sites
Purifier P-40, 3 units
Ashworth Clinic, ground floor
Compressor bank
Bram & Sons, workshop
Roof units, 2
Pinebrook, Building B
Water treatment kit
Northlake Dental
What you quoted is what you service.
Log what you installed, at which site, and in what quantity. Every unit stays on the customer record. See how installations and service work.
Log what you installed, at which site, and in what quantity. Every unit stays on the customer record. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. Nothing waits on someone remembering.
Filters every 4 months, cartridges every 6. Set the interval once and the next job opens every time it comes round, priced from the same catalog.
See the quote set up
for your industry.
Every trade gets its own page with its own catalog and its own line items. The quote underneath is the same.
One plan.
Choose how you pay.
Every feature included. Unlimited records.
Annual
Billed $84 per user a year. Save $24 per user each year.
- Unlimited contacts, businesses, and deals
- Catalog, quotes, and installed products
- Tasks, reminders, and automations
- Lead forms, CSV import and export
- Every new feature, at no extra cost
No card required. Then $7/user/mo, billed annually.
Lifetime
Pay once. Use Liteo for good. Every feature and future update included.
47seats remain
953 sold · 1000 total
- Everything on the plan above
- All future updates, free
- Seats are transferable
- 14-day money-back guarantee
Gone after 1,000 seats. No subscription after you claim.
Common questions
Who it fits, how quotes work, and what you get with the trial.
Still stuck? hello@liteo.io
A CRM with quotes, ready the day you start.
Load your price list once, add the lines to a deal, and send the PDF the same afternoon. See it set up for your industry.
- 14 days free
- No card
- Cancel anytime