Quote Builder is CPQ software for businesses whose pricing is too complex for a simple template. As configure price quote software, you design the quoting process yourself: load your products, set the production costs behind each one, apply your margin rules, and build the configuration logic that decides what can be sold together, what drives price, and what needs approval. Customer records and product data are pulled live from your CRM and finance system, so this quoting and pricing software builds from real information rather than a stale spreadsheet. Combining a product configurator and quote configurator with proper margin management software, it publishes the finished quote as a hosted web document, so the customer opens a link and you see exactly when they viewed it and how often they came back.
Kari: Quote Builder
CPQ software for businesses whose pricing is too complex for a template, letting you configure products, production costs, margins, and rules, then send a hosted online quote and see every time it is opened.
AI at work Configuration guidance, margin-aware pricing and quote wording and follow-up
Ready to subscribe? Click hereKari: Quote Builder, explained.
Key features
- Design your own quoting process — products, options, rules and approvals configured to match how you actually sell.
- Build price from the ground up: production costs, overheads and margin rules, so you always see the profit in a quote.
- Handle complex configurations, with logic for compatible options, quantity breaks and dependent pricing.
- Pull customers, products and pricing live from your CRM and finance system instead of re-keying them.
- Publish each quote as a hosted online document and track every time it is opened and revisited.
AI at work in Kari: Quote Builder.
The moments where the AI does the work your team used to do by hand.
Configuration guidance
AI suggests the right product configuration from a plain-English description of what the customer needs, replacing the product expert a rep used to go and ask.
Margin-aware pricing
AI recommends a price that wins the deal while protecting margin, and flags risky discounts before the quote goes out, a judgement call a sales manager used to make on review.
Quote wording and follow-up
AI drafts the quote narrative and reads open-and-revisit activity to tell you which quotes to chase and when, replacing manual write-ups and guesswork.
CPQ software for complex pricing
Quote Builder is CPQ software for pricing that a template cannot handle. As configure price quote software, you design the process yourself: load products, set production costs, apply margin rules, and build the logic for what can be sold together.
As a product configurator and quote configurator, it enforces your rules so reps cannot quote the impossible. Customer and product data are pulled live from your CRM and finance system, so this quoting and pricing software works from real figures, not a stale copy.
Built-in margin management software keeps every quote profitable, and the finished quote is published as a hosted web document rather than a PDF. The customer opens a link, and you see exactly when they viewed it and how often they returned.
Watch Kari: Quote Builder in 90 seconds.
A quick walkthrough of how Kari: Quote Builder works and how teams use it day to day.
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Works with the systems you already use.
Kari: Quote Builder connects to Bitrix24, DocuSign, HubSpot, QuickBooks, Stripe, Xero out of the box, and through Omnie AI it works with the CRM, project, finance, document, communication and marketing tools below.
Built to meet the standards your sector expects.
Kari: Quote Builder is built on the Omnie AI platform, so the security, data-protection and accessibility standards below are handled as standard, here’s what each one covers.
UK GDPR & EU GDPR
How personal data is handled. A data-protection lead, mapped personal data (ROPA), clear privacy notices, Data Processing Agreements with vendors, and defined subject-access (DSAR) and breach procedures.
Data Protection Act 2018 (UK)
The UK’s implementation of GDPR. ICO registration and data-protection fee, UK GDPR controls applied across the app, and records of processing activities kept up to date.
SOC 2 (Type II)
Independent assurance over security, availability and confidentiality. Controls are operated over a 3–12 month window and audited by an independent CPA firm, who issue the SOC 2 Type II report.
WCAG 2.2 AA / Accessibility
Accessibility for all users. The site and app are audited against WCAG 2.2 AA, aligned with the Equality Act, ADA and EN 301 549, issues are remediated, and testing is carried out on an ongoing basis.
Four things every app gets as standard.
Customised to Fit
We build your applications to suit your individual requirements. We connect them to the tools you already use, then support you to develop and improve your applications.
AI Built-in
All apps have AI built in that makes your business run better, streamlining your processes, freeing up your team and helping you deliver a better experience to every customer.
Secure & Compliant
Your apps run on secure, managed infrastructure. Your data and your customers’ data stay protected, and all apps are compliant with recognised industry standards.
Dedicated Support
Your Customer Success Manager learns your business to understand your needs and is available by phone or messenger to answer questions and provide advice.
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Trusted by teams around the world.
Build Kari: Quote Builder for your business.
Start from this template and customise it to your exact needs with Omnie AI, hosted, secured and supported by our team.
Kari: Quote Builder, common questions.
What does Kari: Quote Builder connect to? +
Kari: Quote Builder works with Bitrix24, DocuSign, HubSpot, QuickBooks, Stripe, Xero, and through Omnie AI it can connect to other CRM, project management, finance, document and communication tools you use.
Can we customise Kari: Quote Builder to how we work? +
Yes. Kari: Quote Builder is a starting template, with the Vibe Code feature in Omnie AI you can change the fields, logic, integrations and design to fit your exact process, with our team on hand whenever you need them.
Is our data secure? +
Security is built into the Omnie AI architecture from the ground up, so your data and your customers’ data are protected by a structured, proven approach rather than the gaps self-built apps leave behind.
Do you host and maintain Kari: Quote Builder? +
Yes. We host your app on secure, managed infrastructure with a staging environment and continuous backups, so it stays fast, available and protected with nothing for you to manage.
What support do we get? +
Our team of experienced developers is on hand throughout. If you hit problems building, or your app ever causes issues, we can step in to diagnose and fix them for you.
Which industries is Kari: Quote Builder for? +
Kari: Quote Builder is used by teams across Automotive, Construction, Field Services & Trades, Manufacturing, Professional Services and Wholesale & Distribution, and adapts to the way your business works.