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Quoting
& Order Systems.
Turn a customer request into a formatted quote using your pricing rules, then track it through to an order — built on your rate sheet, not a generic template.
Capabilities
What It Does
A quoting and order system takes your actual pricing rules — labour, materials, markups — and applies them consistently, so a quote does not depend on who is putting it together or how much time they have that day.
Process
How It Works
We build your pricing rules in
Your rate sheet — labour, materials, markups, minimums — becomes the logic the system uses every time.
A request becomes a quote
Job details go in, a formatted quote comes out, with an approval step if the value or terms fall outside your standard rules.
Acceptance becomes an order
Once accepted, the quote moves straight into an order with status your whole team can see, instead of a separate spreadsheet.
Who Benefits
Use Cases
Contractors and trades
Consistent quotes across estimators, built on the same rate sheet instead of individual judgement calls.
Manufacturers
Order systems that apply tiered pricing by customer or volume without a spreadsheet per account.
Businesses with complex pricing
Rules too specific for a generic quoting tool — tiered rates, materials that scale with quantity, job-type-based labour.
Teams quoting from email
A structured system replacing quotes typed manually into an email each time.
Common Questions
What People Ask
Your rate sheet and pricing rules — labour, materials, markups, minimums — are built directly into the system, so a quote is generated consistently instead of depending on whoever is putting it together that day.
Ready for Quotes That Don't Depend on Who Wrote Them?
Book a free review. We'll map your pricing rules before proposing anything.