For spreadsheet-led service quotes

Turn one messy quote spreadsheet into a polished client proposal link.

FolioLayer is the lightweight quote layer before your CRM: spreadsheet logic in, buyer-ready link out.

Import a spreadsheetView worked proposal
Free to build and preview$29/mo only when you publishBuyer links never charge a card

Worked quote example

Model48 hrs × $125Proposal$7,080 totalPublish$2,478 deposit

Live transformation

Recalculates as you edit

Pricing logic becomes the proposal.

Change a spreadsheet input and the buyer-ready document updates with it.

Verified worked example

One model. One set of numbers. No PDF rebuild.

The demo uses illustrative project data, with every calculation shown in full. The same totals appear in the quote model and the buyer proposal.

Open the worked proposal
CalculationSourceBuyer total
Labor48 hrs × $125$6,000
Margin18% of labor$1,080
Project totalLabor + margin$7,080
Deposit35% of total$2,478
RemainingTotal − deposit$4,602

Illustrative demo data · calculation visible end to end

Spreadsheet logic is the product.

Competitors start with documents. FolioLayer starts with the variables that decide the price: scope, hours, rate, margin, deposit, add-ons, and package options.

Pricing model

Hours, rate, margin, deposit.

Buyer approval

One clear scope, total, and decision.

Trust layer

Private data, paused links, Stripe billing.

No card details stored
Stripe handles FolioLayer billing
Private quote data
Public links can be paused

Proposal build

Pricing model and buyer proposal stay in one clear view

Live preview
FolioLayer
Share

Approval ready

Scope, pricing, terms, and the next action stay in one page.

Deposit

$2,478

Prepared for

Marin Growth Co.

A fixed-scope website redesign proposal with pricing, deposit, and approval terms generated from the quote model.

Project total$7,080
Deposit due$2,478
Remaining$4,602
View proposal

01

Model

Price the work

02

Client

Set buyer context

03

Proposal

Shape the page

04

Publish

Send one link

From pricing model to client decision.

The workflow stays calm: Model, Client, Proposal, Publish. Each step changes the same buyer-facing record.

01

Model the price.

Paste the pricing rows you already trust, or load a compact service starter.

02

Add the client.

Keep the buyer details attached to the quote instead of scattered across email.

03

Shape the proposal.

The buyer-facing document updates while the model and scope change.

04

Publish one link.

Review, save, unlock, and send a proposal with approval and deposit tracking.

Best fit

Made for service businesses that quote from spreadsheets.

One-person service businesses quoting custom work
Small agencies replacing spreadsheet-to-PDF loops
Consultants who need clear package options
Operators who want a quote layer before their CRM

Pilot entry point

Bring one real quote. Test the workflow.

Send one old spreadsheet, PDF, or email quote. I will rebuild it as a FolioLayer link within 24 hours so you can test whether buyers understand the price and next step faster.

Bring

01

one quote model

A spreadsheet, calculator, or recent proposal with real pricing logic.

Build

02

one proposal link

A client-ready page with scope, total, deposit, and approval path.

Measure

03

one client reaction

Whether the buyer understands the price and next step faster.

Import a spreadsheetGet one quote rebuilt