Sales Quote Builder
Internal tool — fill this in after a discovery call to auto-create the contact, deal, and quote.
1
Product line
Drug Tests
Cup, dip, saliva, panels, fentanyl, ETG, kratom
Reveal Background Checks
Criminal, MVR, education verification
2
Contact details
First name
*
Last name
*
Email
*
Phone
Company
Country
3
Drug Tests qualifying questions
Products they currently use (add one row per configuration)
Type
— Select —
Cup
Dip
Saliva
Panels
Qty they order
×
+ Add another configuration
Example: 12-panel cup, 20-panel cup, single-panel dip, 10-panel saliva — add a row for each.
Test features they need
CLIA-waived
FDA
Fentanyl
ETG
Kratom
Other
Max panels on device
Typical order quantity
— Select —
Under 100
100
500
1,000
5,000+
Other (enter number)…
Current price per unit (USD)
Order frequency
— Select —
Weekly
Bi-weekly
Monthly
Quarterly
Yearly
As needed
Current supplier
Next planned order date
What matters most to them?
Problems they're trying to solve
Approval process & timeline
How do they handle positive tests?
How do they currently place orders?
Ready to order today if price matches?
— Select —
Yes
Maybe
No
3
Reveal Background qualifying questions
Background check packages they use (add one row per package)
Package name
Checks included
Monthly volume
×
+ Add another package
Example: a "Basic" package for warehouse staff and a "Driver" package with MVR — add a row for each.
Current background check process
Types of checks they run
National criminal
State criminal
County criminal
MVR (driving record)
Education verification
Employment verification
Other
Background checks per month (total)
Current price per check
Current provider
Challenges with current setup
What would they change immediately?
ATS / HR software in use
Want integration with existing system?
— Select —
Yes
Maybe
No
Open to white-labeled solution?
— Select —
Yes
Maybe
No
Other decision makers involved
Timeline to evaluate new provider
Open to switching if pain points solved?
— Select —
Yes
Maybe
No
Key decision factors
What does a successful partnership look like?
4
Products to quote
Search products by name or SKU
Price defaults to the catalog price — edit it if you're offering a different price.
Product
Qty
Price offered
Line total
No products added yet.
Subtotal
$0.00
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