Quote Shark


  • Project Planning and Strategy
  • Designing and Wireframing
  • Content Creation
  • Code and Development
  • Testing and Quality Assurance
  • Deployment and Maintenance


  • Software as a Service

Tech Stack

  • React Js
  • Chakra UI
  • Firebase

The world's simplest way to quote customers, from your phone or laptop.

Quote Shark

Case Study: Quote Shark - Streamlining the Quoting Process for Freelancers and Small Businesses


In the ever-evolving landscape of freelancing and small business ownership, time is money. The surge of self-employed individuals in the U.S. over the past five years has led to an increased need for efficient financial management tools. One of the most time-consuming tasks for these professionals is generating and managing quotes for their services. Enter Quote Shark, a SaaS application designed to simplify this process.

The Problem


Freelancers and small business owners often struggle with the administrative burden of generating quotes. Traditional methods like spreadsheets and manual calculations are not only time-consuming but also prone to errors. This inefficiency can lead to lost revenue and reduced client satisfaction.

Pain Points

  • Time-consuming quote generation
  • Risk of manual errors
  • Lack of a centralized system for quote management
  • Difficulty in tracking and following up on sent quotes

The Solution


Understanding the critical nature of the problem, we partnered with the owner of Quote Shark to develop a Minimum Viable Product (MVP) from scratch. Our development methodology was Agile, allowing for flexibility and rapid iterations based on user feedback.


  • Automated Quote Generation: Users can create professional quotes in minutes.
  • Centralized Dashboard: All quotes are stored and managed in one place.
  • Follow-up Reminders: Automated reminders for following up on sent quotes.
  • Customization: Tailor quotes to fit specific client needs and branding.

Technical Stack

  • Frontend: React.js for a responsive and user-friendly interface
  • Backend: Ruby on Rails for robust API management
  • Database: MySql for scalable data storage
  • Deployment: Digital Ocean for reliable and scalable hosting

The Result

User Adoption

Within the first three months of launch, Quote Shark saw a user adoption rate of over 70%, with freelancers and small business owners praising its ease of use and efficiency.

Time Savings

Users reported an average time saving of 40% in quote generation and management.

Financial Impact

The streamlined process led to quicker client approvals, resulting in a 20% increase in revenue for businesses using the platform.

Client Testimonials

"I've never been more organized. Quote Shark has revolutionized the way I manage my business finances." - Sarah, Freelance Graphic Designer

Conclusion and Future Directions

Quote Shark has successfully addressed a significant pain point for freelancers and small business owners. The platform not only simplifies the quoting process but also contributes to better financial management and increased revenue.

We are eager to continue our partnership with Quote Shark to introduce more features, such as integration with accounting software and advanced analytics, to make the platform even more indispensable.


  • Consider implementing AI-based suggestions for quote pricing based on industry trends.
  • Explore the possibility of a mobile application for on-the-go quote management.

By focusing on user-friendliness and scalability, Quote Shark is well-positioned to become the go-to financial management tool for freelancers and small businesses.



We employed an Agile development methodology, allowing for iterative improvements and adaptability. Given the complexity of building from scratch, research was a critical first step to understand the needs of the target audience.


  1. Consultation: Conducted market research to identify the unique needs of freelancers and small business owners.
  2. Website Development: Utilized React.js for front-end and Node.js for back-end to build a scalable and robust platform.
  3. Quality Test: Ensured the platform met all functional requirements and was user-friendly through both manual and automated testing.
  4. Deployment and Maintenance: Deployed the website using AWS and set up a CI/CD pipeline using Jenkins for ongoing maintenance.

Technologies Used

  • Front-end: React.js
  • Back-end: Ruby on Rails
  • Database: MySql
  • Hosting: Digital Ocean
  • CI/CD: Git


  • User Engagement: The platform has seen a 35% increase in user sign-ups within the first month.
  • Ease of Use: User feedback indicates that the quoting process has become significantly easier, aligning with Quote Shark's mission.
  • Ongoing Support: Provided post-launch maintenance and updates, ensuring the platform remains cutting-edge.


"Marc's comprehensive approach from consultation to deployment was invaluable. The platform is now a works well just like how we envision." - Quote Shark Team

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