Quotes Dashboard
No quotes yet.
Quote Builder ✓ Saved
Auto-saves as you type. Find later in the Quotes tab.
Customer details
Set status to Sent to start the countdown
Products on this quote (0)
⋮⋮ Drag to reorder · Tab across · Enter down · Paste tab/CSV data into any cell — multi-line supported (qty + cost rows together).
Product Library
No products yet.
Settings
Business details
Logo
Drag & drop, click, or click then Cmd+V to paste your logo
Pricing
Terms & Conditions
Automatic backup
A reminder banner appears at the top of the app when a backup is due. Click Backup now and a JSON file lands in your Downloads folder. Move the latest file to iCloud Drive / Dropbox afterwards (or just keep them — small files).
0 = disabled
Storage protection
Persistent storage tells the browser "this site is important — don't auto-clear my data." Once granted, even "Clear cookies and site data" won't wipe your quotes & products (only an explicit "Clear data for this site" can — and you'll be warned).
Backup, Restore & Multi-Device
Data lives in this browser, on this Mac. To use on another device:
- Save this HTML file in iCloud Drive (or Dropbox / Google Drive) so the app is on any device.
- On the working device, Export backup regularly — saves a JSON file.
- On another device, Import backup to load it.
For real-time sync without JSON juggling, the next step is the hosted version (Airtable + Softr).
Decoration method presets
These appear as a dropdown in every product's decoration field. You can still type a custom value.
Add product
Drag/drop, click, or paste image (Cmd+V)
Pick a product from library
Quote Templates
Templates save your product lineup (headings, descriptions, decoration) without pricing. Great for recurring packs.