Start here: the main app screens
Work through the four in order. They line up with how the app is built, from the home list to the customer, internal, and deal tools.
What is Home?
What it is for The screen you start from: your work, open jobs, and way into a quote.
When to use it When you first open the app, switch jobs, or go back to your list.
What is Customer view?
What it is for The view built for the customer: clean output to share, send, or talk them through.
When to use it When the question is what they will see: email, message, or face to face.
What is Internal view?
What it is for Your read on margin and price moves on the real quote, before you send or say yes.
When to use it As soon as a quote is taking shape and you are checking the numbers, not a single test line.
What is Deal intelligence?
What it is for Deal intelligence helps you see where the quote is strong, where it is weak, and where discount is likely to hurt most.
When to use it When you are comparing, negotiating, or about to change price on the deal.
Need more detail?
When you are ready, these guides go deeper: how the line calculator works, what the numbers mean, and how to read competitors and version choice.
Line calculator
How the line calculator works
Enter quantity, costs, list, and sell (or derive sell from a list discount). The tool normalises tax according to your settings and shows margin and warnings.
Line calculator
Margin, profit, and markup explained
Quick definitions the way Quotelixa uses them on a line—so you can trust the numbers in front of you.
Deal intelligence
How competitor quote comparison works
Learn how to read competitor lines beside yours, spot where the real gap is, and use that read in a live conversation so you move price with intent instead of gut feel.
Pricing & versions
Free line calculator vs Quotelixa Pro
Free is for fast line-level maths and margin sense-checks. Pro is for whole-quote judgement, customer output, and operational reuse.
Pricing & versions
How to choose between Free and Pro
Walk through real quoting situations to see which version fits: Free for fast single-line checks and low-structure work, Pro when quotes go out to customers, need internal review, repeat from template packs, or carry real money risk on the full job.
Templates and extra help
For Pro users: template packs and set-up when you are past the main four screens and want to speed up repeat quoting.
Templates & reuse
How template packs help you quote faster
Template packs in Quotelixa Pro cut down rebuild time on repeat jobs: you open something close to the work you already do, change what this job needs, and move on without retyping the same starting structure every time.
Templates & reuse
How to choose the right template pack
Pick the pack that is closest to the job in front of you, then load more if you need them, keep the lines that help, drop the rest, and save your own version. Export when you want a backup or a file you can work on further.
Templates & reuse
How to import a template pack
Open the template area in Quotelixa Pro, bring in the pack you want, then review what landed, remove what you do not need, edit the rest, save your version, and export a backup if you want one before bigger changes.
Templates & reuse
How to edit a template pack
Rename lines, tweak prices and defaults, add or drop lines, and tidy groups so the pack fits repeat jobs and how you speak to customers on site.
Templates & reuse
How to export a template pack
Save a copy of a Quotelixa Pro template pack before major edits, after creating a version that works, or when you want a backup you can keep outside your current setup.
Quotelixa Pro
Template packs for real trades and real workflows
Template packs help you open quotes faster with structures that match how you actually work—not generic line items you rewrite every time. They are a Quotelixa Pro capability; the free line calculator stays focused on margin discipline on one line.
Free vs Pro
Same product philosophy, different depth—pick the layer that matches the decision in front of you.
Free — line calculator
- Line-level margin, profit, and markup
- Discount from list and tax wording
- Fast sanity checks before you say yes
Pro — deal judgement
- Customer-ready output
- Internal view and whole-quote discount control
- Competitor comparison and negotiation support
- Templates, imports, exports, and richer workflow
Browse everything
Jump to a topic, or keep scrolling for the full list with search above.
1 article
Getting started
What Quotelixa is, how it fits your day, and where to begin.
3 articles
Line calculator
Free browser calculator: margins, tax, and discounts on one line.
1 article
Customer view
Customer-ready quote output and how it differs from your internal read.
1 article
Internal review
Reviewing the deal, discounts, and margin before anything is sent.
2 articles
Deal intelligence
Competitor comparison, negotiation context, and judgement support.
5 articles
Templates & reuse
Template packs in Pro: faster setup and repeat quoting.
2 articles
Pricing & versions
Free vs Pro, upgrades, and what each version is for.
0 articles
Troubleshooting
Common questions and practical fixes.
All help articles
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Line calculator
Line calculator
How the line calculator works
Enter quantity, costs, list, and sell (or derive sell from a list discount). The tool normalises tax according to your settings and shows margin and warnings.
Line calculator
Margin, profit, and markup explained
Quick definitions the way Quotelixa uses them on a line—so you can trust the numbers in front of you.
Line calculator
What is Home?
Your starting place in Quotelixa. Open quotes, start pricing, move between the main screens, and pick up recent work.
Deal intelligence
Deal intelligence
How competitor quote comparison works
Learn how to read competitor lines beside yours, spot where the real gap is, and use that read in a live conversation so you move price with intent instead of gut feel.
Deal intelligence
What is Deal intelligence?
Deal intelligence is the part of Quotelixa Pro that helps you read the live quote when discount pressure builds: where the quote is strong, where it is weak, where movement will hurt most, and what to do next in a real conversation.
Templates & reuse
Templates & reuse
How template packs help you quote faster
Template packs in Quotelixa Pro cut down rebuild time on repeat jobs: you open something close to the work you already do, change what this job needs, and move on without retyping the same starting structure every time.
Templates & reuse
How to choose the right template pack
Pick the pack that is closest to the job in front of you, then load more if you need them, keep the lines that help, drop the rest, and save your own version. Export when you want a backup or a file you can work on further.
Templates & reuse
How to edit a template pack
Rename lines, tweak prices and defaults, add or drop lines, and tidy groups so the pack fits repeat jobs and how you speak to customers on site.
Templates & reuse
How to export a template pack
Save a copy of a Quotelixa Pro template pack before major edits, after creating a version that works, or when you want a backup you can keep outside your current setup.
Templates & reuse
How to import a template pack
Open the template area in Quotelixa Pro, bring in the pack you want, then review what landed, remove what you do not need, edit the rest, save your version, and export a backup if you want one before bigger changes.
Pricing & versions
Pricing & versions
Free line calculator vs Quotelixa Pro
Free is for fast line-level maths and margin sense-checks. Pro is for whole-quote judgement, customer output, and operational reuse.
Pricing & versions
How to choose between Free and Pro
Walk through real quoting situations to see which version fits: Free for fast single-line checks and low-structure work, Pro when quotes go out to customers, need internal review, repeat from template packs, or carry real money risk on the full job.