Built for HVAC, Roofing & Contracting teams
Send accurate, on‑brand quotes faster, and follow up automatically.
A custom quote builder that runs inside the Google Workspace your team already uses. Prices stay locked, discounts above your limit need approval, and there are no per-seat software fees.
15+ years in business software · 1000+ verified client reviews across Upwork, Fiverr and Freelancer.
Your Google Workspace. Your system. No per-seat fees.
01 / The hidden cost of manual quoting
Is your sales team leaking profit?
If you run a commercial HVAC, roofing, or contracting business, you already know the pain of manual quoting:
01
“Frankenstein” Proposals
Reps waste hours copying and pasting old Word documents, leading to embarrassing typos and off-brand quotes.
02
Margin Leaks
Reps discount too heavily just to close the deal, quietly eating away at your bottom line.
03
The Follow-Up Black Hole
If the client doesn’t sign on Day 1, your reps get busy and forget to follow up. Cold quotes mean lost money.
02 / Less admin. More margin.
Meet the Zero-Leakage Quoting System.
Built entirely inside your Google Sheets and Gmail, this custom framework does three things:
01
Protects Your Margins
Reps quote from a locked master price list. Discounts above your approved limit turn the system red and block the PDF until a manager approves.
02
1-Click Proposals
No more copy-pasting. With one click, the system generates a pristine, beautifully branded PDF and drafts the email to your client.
03
Automates the Chase
The moment a quote is sent, follow-up emails are scheduled for Days 2, 5, and 14. Mark the deal “Won” and the chase automatically stops.
How it works
- We talk for 15 minutes about how you quote today.
- You share your price list and a sample proposal. I build and test it.
- You get a handover video and 14 days of fixes.
03 / Only 3 pilot spots available
The Case Study Pilot Program
I am currently collecting data and case studies for this exact commercial framework. For the next 3 clients, I am offering the complete Quote Builder + Auto-Follow-Up System at a 50% Pilot Discount.
Core
1-3 Reps
$1,500
$750
50% pilot price
- Quote builder with dropdowns
- Locked master price list
- Branded PDF proposal
- Saved to Drive, Gmail draft attached
- Follow-ups on days 2, 5 and 14
- Quote log
Advanced
4-10 Reps
$2,500
$1,250
50% pilot price
- Everything in Core
- Custom pricing rules and tiers
- Discount approval step
- Several proposal templates
- Calendar reminders
- Dashboard of open and won quotes
Premium
Larger teams
$5,000
$2,500
50% pilot price
- Everything in Advanced
- Web interface for reps
- CRM link (HubSpot/Pipedrive)
- Activity log
Optional support plan: $150 per month for fixes. The catch? In exchange for the 50% discount, you agree to let me track your team’s “Before & After” metrics for a case study.
04 / The person behind your system
Hi, I’m Anuj from Kulfi Software Services.
I started as an SAP consultant and have spent 15+ years in business software, freelancing since 2012. I am a Top-Rated Google Workspace Automation Developer. I help B2B and trade companies turn their messy spreadsheets into streamlined, profit-generating systems.
100% Job Success Score · 1000+ client reviews across Upwork, Fiverr and Freelancer.
What clients say
View verified reviews
Every review is public and written by a real client on the platform where we worked together.
FAQ
Questions before we talk?
Do we have to change software?
No. The system runs inside the Google Sheets and Gmail your team already uses. There is nothing new to install or learn, and no per-seat fees.
Our pricing is complicated.
That is what the Advanced and Premium builds are for. Custom pricing rules, tiers and discount limits are set up from your price list, then tested with your real quotes before handover.
Who owns it?
You do. It lives in your own Google Workspace account, so your price list, quotes and data stay with your business.
What if something breaks?
Every build includes 14 days of fixes after handover. After that you can add the optional support plan at $150 per month, which covers fixes.
Ready when you are
Stop leaking margin on every quote.
Fifteen minutes. We look at how you quote today and tell you straight whether the system fits. Only 3 pilot spots at 50% off.