Your pricing rules, applied automatically
Quoting by spreadsheet is slow and error-prone: someone forgets a markup, uses last quarter's price, or fat-fingers a total. Custom quoting software encodes your actual pricing logic, so a rep enters the inputs and the system produces a correct, consistent quote every time.
Whatever drives your pricing, from tiers and volume breaks to labor and materials to regional tax, we build it into the tool so the math is right by default.
- Your pricing rules, tiers, and discounts encoded in the software
- Line items pulled from a product or service catalog
- Automatic tax, margin, and total calculation
- Approval steps for quotes outside normal limits
- Professional quote documents generated on demand
- Version history so you can see how a quote changed
From quote to accepted, faster
A quote is only useful when it moves. We can let customers view and accept quotes online, track which quotes are open or won, and hand accepted quotes off to the next step, whether that's an order, a job, or an invoice.
The result is a shorter path from request to signed, with a clear record of what was offered and agreed.
- Send quotes as branded links or documents
- Online view and accept for customers
- Status tracking for open, won, and lost quotes
- Handoff of accepted quotes to orders or invoicing
- Reporting on quote volume and win rate
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Frequently asked questions
How complex can our pricing rules be?
Quite complex. Volume breaks, customer-specific pricing, bundled discounts, labor plus materials, regional taxes, and approval thresholds are all things we can model. The first step is mapping out your real rules so nothing is lost in translation.
Can it connect to our product catalog or ERP?
Yes, if your catalog or ERP exposes the data through an API or export, we can pull current products and prices so quotes always use live numbers instead of a copy that goes stale.
Can customers accept a quote online?
Yes. We can give customers a secure link to view a quote and accept it, which timestamps the acceptance and moves the deal forward without a back-and-forth of emailed PDFs.