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A free HTML-based open-source quotation and CRM system for beginning and small businesses

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QUOTE DESK

Turn your price list into professional quotes, orders and invoices — in minutes, not hours. Quote Desk is a lightweight, self-contained quoting tool built for small businesses, freelancers and sales teams who need to generate polished, legally-complete sales documents without wrestling with bloated accounting software. Upload your product list once, then build and print beautifully formatted quotes, order confirmations and invoices on demand.

You can download the files straight from Github and/or open it in your browser for direct use. It is currently advised to download a copy and open it in the browser of your choosing for full functionality and archiving of documents. To do this, download the quote-desk_1.html file and open it in your browser.

To test QuoteDesk online, check it out here: https://quotedesktest.netlify.app/

FEATURES:

Build documents your way

  • Import your own catalog. Upload a CSV of your products or services and Quote Desk automatically detects the code, description, price, unit and VAT columns — or map them yourself in a couple of clicks.
  • No catalog? No problem. Add blank lines and type items in directly. Every field — code, description, quantity, price and VAT — is freely editable, whether it came from your catalog or was typed on the spot.
  • Three document types, one workflow. Generate Quotes, Order Confirmations or Invoices from the same line items, with automatic, sequential document numbering per type (e.g. QTE-2026-0004).
  • Multi-currency ready. Price in EUR, USD, GBP or CHF.

Get the tax details right

  • Per-line VAT rates. Different products, different VAT rates — set it once in your catalog or override it line by line. Quote Desk automatically groups and totals VAT by rate, so mixed-rate invoices are always correct and clearly broken down.
  • Full legal letterhead. Your company name, address, VAT number, registration number, IBAN/BIC and contact details appear automatically on every document — enter them once and they're saved for next time.

Professional, print-ready output

  • A4-formatted documents, styled to look like an official business document — not a spreadsheet printout.
  • One-click Print / Save as PDF, with the file automatically named after the document number, not a generic app title.
  • Signature blocks, terms & conditions, and a running totals summary included on every document, ready to send or file.

Never lose a document again

  • Built-in archive. Every saved quote, order or invoice keeps a simplified, verifiable copy — customer details, line items, VAT breakdown and totals — for later reference.
  • Search by customer name or VAT number, or filter by date range, to instantly find the document you need.
  • Timestamped for audit trail. Each saved document is stamped with the exact date and time it was saved, so you always know exactly when it was finalized.

Speak your customer's language

  • Full interface translation into English, Nederlands, Deutsch and Français — including the printed documents themselves, so quotes look native no matter which market you're selling into.

Works anywhere, no installation required

  • A single, self-contained file — no accounts, no subscriptions, no server setup.
  • Runs inside Claude.ai using secure, per-user cloud storage, or host it yourself (Netlify, GitHub Pages, your own server) with data automatically saved to the browser instead — the same tool, either way.
  • Your data stays yours. Everything is stored locally to your account or browser; nothing is sent to a third party.

Who it's for

Freelancers, consultants, small trades and sales teams who need to send accurate, professional, tax-compliant sales documents quickly — without paying for or learning a full accounting suite.

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