SiteToQuote

Concepts Refinery

About this app

Use the interface in English, Spanish, French or German, with PDF labels in the same language. Text you write is not automatically translated. Choose your currency separately from the language.

You finished the walkthrough. The customer wants a price. SiteToQuote helps you build a clean proposal on your phone before the details disappear and before you leave the job.

Set up your business name, contact information, and logo once. Choose Proposal, Quote or Preliminary Estimate, then add scope of work, pricing, notes, exclusions, validity dates, and up to 20 job photos. Preview the finished proposal, optionally add printable acceptance/signature lines for the customer only or for both customer and business representative, generate a clean PDF, and share it through the apps already on your phone. Signature lines are optional and are not built-in electronic-signature capture.

Save reusable scope descriptions and exclusions as named snippets. Insert an editable copy into a quote; changes to the template do not change existing proposals.

Use detailed line items or one total proposal amount. Save drafts, duplicate past proposals for repeat work, search your local proposal history, and keep old completed proposals tied to the business information they were created with.

Built for owner-operators and very small service businesses that want a focused tool instead of another giant business platform.

No account required.
No CRM pipeline.
No invoicing or payments.
No analytics or advertising.
Your proposal data stays local unless you choose to export or share it.

Users are responsible for reviewing proposal content, pricing, terms, and suitability before sending. The app does not guarantee that a generated proposal is legally enforceable or appropriate for a particular transaction.

What’s new

Improved large-text layouts and live text-size changes, with clearer language selection and navigation. Saved documents and PDFs are preserved.