Quoterite — AI-Powered Quoting for the Window Covering IndustryQuoterite PaySOC 2 CompliantQuoterite Login
Quoterite Retail is blinds, curtain and shutter quoting software for window covering retailers, built from over 16 years of experience in retail and manufacturing.
Click around the real thing on a demo account. No sign-up.
Instantly quote and order products from these manufacturers in a few clicks, with live updates on ETAs, notes and status changes so you know exactly where every order is.
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Coming soonQuoterite covers everything from the first enquiry to the final payment. Click the stages below to see what it does for you.
Pipelines, flags, fields, card layouts and views are configured for your business before you log in. Nothing to build yourself.
Built to suit every business, no matter the size. From lead to quoted, quote sent, ordered and measured: every stage is set up to match the way you operate, and changes with you as you grow. Simple to set up, easy to use.
Flag what matters to you: deposit paid, awaiting fabric, motorised, VIP. Every card shows its flags at a glance, and the whole team reads the job the same way. Every flag feeds your reporting too: show me every job by this flag, or in this state.
Lead source, strata number, gate code, budget. Tag the referring designer, the builder, the real estate agent: anything you need to get the job done. There is no limit to how many fields you add, every one of them can be reported on, and a required field never gets skipped.
Every pipeline can have its own deal card layout. Choose what shows and where it sits: customer details first, then quotes, appointments and notes, or a different order, or leave out what that team never uses. As you grow and add more pipelines, each one shows exactly the information that matters for that part of the business.
Saved views for what needs doing today: ready to install, ordered, lost leads to follow up. Click a view and the board changes to just those jobs, as a board or as a table.
Move a card, reorder a quote line, drop a file onto the deal. If it looks like it should move, it moves.
Leads flow in from your website, your ads or your CRM, the appointment is booked from the deal, and every note and file lives on the one card.
Website forms, Facebook and Google leads become deal cards on their own, with the source recorded. Running HighLevel, HubSpot or Zoho? Connect it as a paid add-on and keep both in sync.
Koala Blind and Drape CoBook the consult from the deal. Calendar invites go to the customer and the rep, synced to Google or Outlook.
Google Calendar
Outlook CalendarOne card with everything on it: contact, appointments, quotes, orders, payments. Talk your notes in instead of typing them.
Photos, plans, signed forms, supplier confirmations. Upload any file type, with no storage limit.
Every product preloaded, measurements straight from the laser, as many options as the customer wants, signed and paid on the spot.
Thousands of manufacturers’ ranges, options and prices ready to quote on day one. Order direct from the ones we’re connected to. Plus we custom-build your drapery and soft Romans, with the tools to calculate everything you need.
Bluetooth laser to iPad. Width and drop land in the quote line, nothing written down, nothing re-typed.
Build one quote fast, clone the products, clone the whole quote for a second option, then change the fabric on every window at once.
Your logo, your cover page, your terms. Send as many options as the customer wants, in one email.
It checks every quote before it goes out: consistent, no errors, no mistakes. A second set of eyes that saves you the $800 mistake. Train it on what to look for, what to remind you about, even how to sell and upsell the benefits.
The customer signs on the iPad and pays on the spot, or from the payment link in their email. The invoice lands in your accounting system.
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It writes in your company’s voice. Train it on how you talk, what to say and what your leads need to know. Every email is drafted for you; you review, change or send.
One place for your customers to compare their options, choose, sign and pay the deposit, then follow the order through to install, with every message in one thread.
Stages named your way, flags and views you set, suppliers that report back, and AI that writes the updates and watches the process.
Pipeline stages named the way your team talks. Flags tell you exactly where every job is up to. Drag a card to the next stage as the job moves, and switch to a clean, clear table view whenever you want a list.
Cloud-based, so it doesn’t matter where you are, who you are or what device you’re on. Every team member is on the same page, live: the office, the reps on the road and the installers all see the same card the moment it changes. Clear communication, better customer service.
Quoterite integrates with Xero, QuickBooks and MYOB out of the box. Every invoice and payment is created in Quoterite and synchronised with your accounting platform automatically, saving huge amounts of time and manual input.
Connected✓Synced
Connected✓Synced
Connected✓SyncedSend orders directly from Quoterite to your suppliers. Purchase orders go straight to integrated suppliers from the accepted quote, and the status and ETA come back to the order. Or email your purchase orders direct to any supplier or workroom.
Add-on Customised purchase-order layouts to match your supplier’s or workroom’s template, sent straight from Quoterite.
Tell Quoterite’s AI assistant how you communicate, your company branding and what you tell customers: upcoming appointments, balances owing, order updates, anything at all. Then all you do is click Email. The assistant reads the notes, the quote status and the flags on the deal, and drafts the email for you. Check it, save, send.
Choose the views you want: by rep, by team, by day, week or month. Consults, check measures and installs on one calendar. Restrict a user to only their own appointments, or open it up across different workflows, pipelines and appointment types.
Google CalendarOutlook
Tell it what needs actioning, when and why, in plain English. It watches the boards and the flags, works out what’s due and who needs to move, and puts it on the right person’s dashboard when they log in. The rules of your business, how you operate and who does what, managed for you.
Installers get exactly what they need, with or without a login, and what changes on site flows back to the order.
Generated from the quote in your layout, per room and per product. Nothing re-typed.
Email them measure and install sheets and book their jobs in for them, sending calendar invites with ease. That’s it, and it costs nothing.
A limited login that shows your measurers and installers only their jobs. On site they change sizes and specs, take payment, add photos and notes, and flag the job installed so the office knows straight away.
Change options and measurements on site and a revision is created against the order, ready for the rep to check. Every revision is kept: step back and forth, see what changed and what it did to the price, and know whether to charge more.
A dashboard out of the box, custom dashboards built for you, and AI you can ask about your jobs in plain words.
Sales activity, payments requested, sales by rep, close ratio, orders by status. There from day one.
Products sold by brand, gross profit per rep, lead sources, lost reasons. We build the reports you actually want.
“How many rollers did I sell this month?” “Which fabric sold best?” Ask in plain words and get the answer.
Commission reports per rep, on gross profit or by month. Conversion rates to the dollar on actual orders. What each rep has done in the system over the last 30 days. We build them, and they land in your inbox on a schedule.
Every fabric supplier ready to go, your allowances built in, any pricing method, and workroom orders the moment the quote is accepted.
Over 3 million fabrics from the suppliers you use, maintained by Quoterite. Widths, repeats and prices are already there. Missing a supplier? Send them through and we'll build them in, free.
Warwick
WarwickSide hems, headings, bottom hems, joins, creepage, slack, S-wave carrier counts, long-drop charges. Choose an S-Fold heading and the S-Fold allowances load. Choose a pleat and the pleat allowances load. Nobody can under-quote or pick the wrong thing.
Koala Blind and Drape CoA rules-based engine configures whatever pricing you use: per metre, per yard, per width, per drop, with your roundings, surcharges, make-up and lining charges. Once set, no rep can price a job wrong or miss a surcharge.
Koala Blind and Drape CoWide-width fabrics, pattern repeats, side hems, joins, allowances and surcharges: all accounted for, every time. Clone a quote and it recalculates. Choose a fabric that won't work for the window and it tells you.
Koala Blind and Drape CoA limited track range, or you make your own? We build your tracks into the curtain tool. Pick the track and only the drapery that suits it is offered. Pick the drapery first and it shows which tracks work. Runners and brackets are counted for you.
Koala Blind and Drape CoThe moment a quote is accepted, the fabric order and the workroom order are created with every cut, quantity and location. Want workroom sheets laid out your way, with your columns and view? Add that as a paid add-on.
Koala Blind and Drape CoLush Linen Oat · 11.8 m · 4 cuts × 2,935 mm
Roman: Lush Linen Oat · 2.6 m · 1 cut
Deliver to: Koala Workroom
Living room W1: S-Fold 2.2× · 4 widths · finished 3,600 × 2,730 · hem 70 mm double · blockout lining
Bedroom 1 W2: Roman · 1,800 × 2,100 · chain right
Every business names things differently: pleat styles, bottom hems, heading allowances. Every tool we build uses your words, your order of selections, your mandatory fields and the information your team needs on screen. Nothing unfamiliar, so the transition is smooth.
Koala Blind and Drape CoAdd what you need as you grow: linked pipelines, scripted functions, custom integrations, your own product ranges and order sheets. Scoped with you, built by our team.
Send jobs from pipeline to pipeline. Manage your sales in one place, then hand each sold job to a separate install pipeline. Or run several stores and locations on the one system, all feeding a single management or installation pipeline. We link the systems and flows the way you work, so jobs move and automate between them and everyone sees the right information.
Custom scripts we set up for you, sitting right on the quote next to Email and View PDF. Auto-apply installation costs or freight, or add a button that applies a designer discount at the right percentage. Apply install, take install off, apply discount: tasks your team shouldn’t have to do by hand, done the same way every time.
Option 1
Interior designer job. Trade pricing applies, install by our team.
Everything you need to expand and grow without limitations. As you need to connect to different systems or add new functions, Quoterite gives you that flexibility instead of locking you into one system. We build the connection to your way of working: what happens on the deal triggers what should happen in your CRM, scheduling and accounting, and what happens out there flows back to the deal.
✓✓✓✓✓✓In-house brands and private ranges built and maintained for you, priced your way, visible only to your account. If you manufacture your own products, or want everything self-branded under your name, Quoterite builds the products for you with every option and selection your reps need to choose from, adds the rules and validations, applies your pricing, and keeps them maintained and updated long-term.
Purchase orders laid out in the supplier’s format, or yours, so they read it the way they always have. Email them directly to suppliers right out of Quoterite. We customise the layout for you: your logo, your fields, any view you want.
Quoterite AIQuote faster, smarter, and stress-free.
Find any jobs or segments of jobs instantly with AI voice-powered smart searches, across statuses, flags, and any operational flows or pipelines.
Automatically record client meetings and get clear AI summaries with tasks ready to action. Never forget what was said or lose handwritten notes ever again.
Automatically checks every quote so fabrics, colours and sizes are matching and consistent, and scans your AI meeting notes to make sure what's quoted is what you discussed.
Send personalised, tone-matched emails instantly using quote details, product options, and client notes.
Hey! Your follow-up email for the Johnson project has been sent:
Ask questions about each deal to get the answers you need instantly, stop wasting time searching.
One place for your customers to compare quotes, sign, pay and follow their order, with every message in one thread. No email chains. No phone tag.
Built into Quoterite Retail. Fully customisable per business: your branding, your messages, your steps.
Option B · $5,420 inc. GST
Choose one of three times
Already built in Quoterite and kept current by our team. Pick a supplier, pick a fabric, and the price is right. You don't build a thing.
Add the CRM and scheduling connections your business runs on, and Quoterite becomes the hub your whole operation works from.
Leads, deals and customers flow both ways between Quoterite and the CRM your team already lives in.
Consults and installs booked against real availability, drive times and your team's calendars.
Add-ons power up your account. Unlimited flexibility, growth and control across the systems you connect to your retail platform.
“Oh, wow. I'm really impressed with the system. You've really done some amazing stuff with it.”
“Fantastic. Sold.”
On seeing supplier price lists update themselves
“We were paying staff to manually hand-type invoices line by line. Quoterite turned that into a couple of clicks, saving us massive administrative time and expense.”
“I was spending hours every night doing manual calculations and typing quotes after a full day on the road. Quoterite streamlined my quoting so I can finish paperwork faster and get home earlier.”
“Quoterite is running great for us. The team uses iPads out on the road, and having on-site quoting fully operational has made our sales process much smoother.”
“We struggled with another software for four months without getting anywhere. With Quoterite we were up and quoting in our first onboarding session, and dropped our old CRM to bring everything into one place.”
One person. 17 minutes of pricing, typing, sheets, chasing and re-keying per quote at $38 an hour.
Our team builds each product line for you, ready to quote. One set price per line.
What counts as a product line? Roller blinds, Roman blinds, panel glides, shutters. Each is one line. Fabric ranges, colours and options inside a product don't count as extra lines.
About an hour of your time. Our team builds the whole account, then trains your people for as long as they need.
A new quote layout, a workflow tweak, a different view for the install team. That's us too.
A short form asks for your suppliers, discounts, markups and margins, and your logo.
Your time: about an hourThat's the heavy lifting done, for you. Everything else is on us.
Products, pricing, templates, workflows, integrations. Set up and ready to go.
Usually about two weeksOne-hour virtual sessions with our team, as many as you need. Your people quote with confidence from day one.
No limit
Twenty minutes with someone who has quoted blinds for a living. We'll show you the system on your kind of business.