Quote Line Item Calculator

WHAT IT DOES

Quote Line Item Calculator scans CRM quote, order, and estimate pages, extracting line item details including product name, description, quantity, unit price, discount, and tax. The tool then calculates the subtotal, total discount, tax amount, and grand total, displaying a consolidated summary with a line-item table. You can configure tax rate, default discount percentage, and currency symbol — all settings are saved locally and persist across sessions. The tool also supports shipping cost detection when enabled, automatically extracting shipping charges from the page when available.

WHERE IT RUNS

This userscript runs inside major CRM platforms including Salesforce, HubSpot, Pipedrive, Zoho, and Freshworks in your browser, powered by the free BotGentz extension. It operates entirely on the page you are viewing — it does not send your quote data anywhere else. All data extraction and calculations happen locally in your browser. The script works on all CRM quote, order, and estimate pages.

HOW TO USE

Install the BotGentz extension, then install this userscript from the BotGentz catalogue. Navigate to your CRM's quote, order, or estimate page. Configure your settings — enter the tax rate percentage, a default discount percentage (applied to items without explicit discounts), and choose whether to include shipping. Click "Save Settings" to persist your configuration, then "Scan Page" to extract all line items and calculate totals. The tool displays subtotal, total discount, tax amount, and grand total in a clear summary, along with a list of all line items. Click "Copy Results" to export the line-item data to your clipboard for use in spreadsheets or reports.

HOW IT WORKS UNDER THE HOOD

The script uses a multi-strategy extraction approach to identify line-item tables across different CRM platforms. It first attempts to locate quote tables using selectors like table.line-items, .quote-line-items, and [data-testid="line-items"]. If those fail, it scans for any table containing product, item, quantity, price, discount, or subtotal keywords. The script intelligently identifies table headers and maps values to product name, quantity, unit price, discount, and total. For items without explicit discounts, the script applies the configured default discount percentage. Tax is calculated as a percentage of the subtotal, and shipping costs are automatically detected from the page text when enabled. All calculations are performed locally and displayed in real time.

THE PANEL

The tool runs in the BotGentz panel, a draggable floating interface that stays on top of the page. You can drag the panel by its header, collapse it to a small bubble, and resize it. The panel remembers its position per site, so it stays where you left it when you return to your CRM. Press Escape to close the panel when you are done. The panel includes settings for tax, discount, and shipping, a results section showing the quote summary and line items, and action buttons for scanning and copying.

PLEASE NOTE

This tool requires the free BotGentz extension to run. CRM platforms frequently update their interfaces — if the tool stops working, check for an updated version or report the issue. All data stays in your browser and is never sent to any external server. The tool works only on the current page; to calculate totals from multiple pages, scan each page individually. The tool extracts visible data only and cannot access data not loaded on the current page. Calculations are estimates and should be verified against your CRM's official totals. The tool does not modify your CRM data — it only reads and displays information.