Training Course Quotation

The Training Course Quotation template is a complete, no-code solution designed to help training providers, HR departments, and education teams streamline the process of assembling, pricing, and delivering course quotations to clients. This system centralizes course modules, pricing logic, and proposal generation into a single organized workflow — ensuring every quotation is consistent, polished, and easy to manage.

Users simply choose training modules from a predefined Course Catalog, automatically retrieve pricing, duration, and descriptions, and calculate totals through inline Associated Items. With one click, the system generates a branded PDF quotation using Ultimate Forms: Print, stores it in a dedicated document library, and makes it ready for sending to the client.

Key Features Include:

• Centralized Course Catalog: Store all training modules with predefined pricing, duration, and descriptions. 
• Automated Cost Calculations: Using Dynamic Rules and Associated Items Summaries, the system calculates line totals, durations, and final pricing instantly and accurately.
• Inline Quotation Builder: Add training modules directly inside the quotation using Ultimate Forms: Associated Items for a seamless, guided quotation-building experience.
• PDF Quotation Generation: Generate professional, branded PDF quotations with Ultimate Forms: Print and automatically store them in a dedicated library for clean record-keeping.
• Scheduled Alerts & Reminders: Automatically notify clients or internal teams when quotations are due soon, overdue, or awaiting approval.
• Visual Status Indicators: Use Ultimate Forms: Color Choice to highlight quotation states for quick, at-a-glance visibility in list views.

How It Works:

1. Create a New Quotation: Enter client details, project scope, validity dates, and any optional notes.
2. Add Training Modules: Select modules from the Course Catalog via Associated Items; pricing, duration, and descriptions populate automatically.
3. Automatic Total Calculation: Dynamic Rules compute module totals and overall cost, producing a final quotation amount.
4. Generate a PDF Proposal: Use Ultimate Forms: Action button “Generate Quotation PDF” to instantly create a professional proposal and store it in the quotation record.
5. Send to the Client: Use Ultimate Forms: Action button “Send to Client” for Email the quotation PDF directly from the system;

Why It’s Useful?

The Training Course Quotation template eliminates scattered spreadsheets, manual calculations, and inconsistent proposals. It centralizes all training modules, automates price and duration logic, and creates polished PDF quotations with a single click. Perfect for any organization that delivers training — internal or external — this system ensures accuracy, transparency, speed, and a professional client experience every time.