Online Quoting
Build and send shareable quotes that convert — capture signatures and deposits, then turn an accepted quote into a job or invoice in a click.
Quote fast, win more, chase less.
A slow or scrappy quote loses the job. Turn an enquiry into a polished, shareable quote in minutes — capture acceptance, deposits and signatures, then convert it straight to an invoice with no re-keying.
Shareable quotes
Send a clean, branded quote your customer can open and accept from any device — built from your live product catalogue and pricing.
Signatures & deposits
Capture acceptance, e-signatures and a deposit payment in the one flow — so work starts with money down and a clear yes.
Pipeline view
See every quote by stage — draft, sent, accepted — so you know exactly what's worth chasing and what's gone cold.
One-click to invoice
Convert an accepted quote straight into a job or invoice — the lines, pricing and customer carry across untouched.
A clean dashboard for your team — an endpoint for your agent.
Online Quoting reads your CRM and Products and converts into Job Cards, Order Fulfilment or Invoicing. Your agent can already read every quote on the API — status, lines, totals, follow-up dates and what it converted into — and the deal tracker behind it, Opportunities, is fully live. Building and sending quotes through the API is on the roadmap; we never claim an endpoint before it ships.
- List and search quotes by status, client, salesperson or date
- Read full quote detail — lines, totals, payments
- Build a follow-up call list of quotes to chase
- Build a quote
- Send to a customer
- Convert to invoice/order
Talk to Online Quoting in code.
# Build a call list — finalised quotes, soonest follow-up first GET /sale-quote?status=finalised&sort=followup_asc&limit=10 → 200 { "data": { "sale_quotes": [ { "reference": "QUO-000042", "status": "finalised", "date_followup": "2026-10-02", "total": 1437.5 } ] } } # Full detail — lines, totals, and the order/invoice it converted into GET /sale-quote/{token}
# On the roadmap — building and sending quotes via the API # (create a quote, add lines, send, convert to order/invoice) # Live now: read quotes above, and run the deal pipeline # behind them — see Opportunities & Deal Tracking.
Who gets the most from Online Quoting.
Trades & field service
Quote on site, get it signed on the spot, and turn the win straight into a job and invoice.
Professional services
Send polished proposals with deposits and signatures, then bill against them as the work lands.
Retailers & wholesale
Build B2B quotes from live pricing and your product catalogue, ready to flow into an order.
“We can design a form and have it in our drivers' hands in minutes. Zulu cuts out all the fluff.”
Jo Trass Relief Transport Ltd It all runs as one system.
Every Zulu module is part of the same connected platform — that's what makes it more than the sum of its features.
One connected database
Enter a customer, product or job once and it flows everywhere — quotes, invoices, stock, jobs and reports. No double-entry, no exporting between tools.
Grows with you
Switch on more modules as you scale — same login, same data, one simple bill. You only run the parts of Zulu your business actually needs.
One API for all of it
Every module speaks the same documented API — plus an MCP server and CLI — so your team and your AI agent work from one source of truth, with no glue code in between.
Run Online Quoting on Zulu.
One login, one flat monthly bill, and API access in every plan. Start free — no credit card, 30-day money-back.