Quoting software
Quotes that do not wait for one person to find an evening.
In a lot of businesses quoting is the bottleneck: the work is won or lost on how fast a good quote goes out, and the quote depends on one experienced person having time. Software will not replace that judgement. It can do everything around it.
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The problem
Revenue waits on a quote, and the quote waits on the one person who knows how to price it.
Signs you have it
- You will recognise some of these.
- Quotes go out days after the enquiry, and you lose some of them to whoever was faster.
- Pricing lives in someone's head, or in a spreadsheet only they understand.
- Two people quoting the same job produce two different numbers.
- Nobody is certain which quotes are still open.
What we build
What the work actually includes.
A draft quote from supplied job details
The system turns the details you give it into a clear draft, ready for a person to review, adjust and send.
Your pricing rules, written down once
Rates, margins, minimums and the exceptions that matter, applied consistently instead of remembered differently.
A record of what was quoted
What went out, at what price, on what basis, so a quote from three months ago can still be explained.
Questions
Questions we get asked first.
Does it decide the price?
No. It produces a draft from your rules and the job details, and a person reviews it before it goes anywhere. Pricing judgement stays with you; the typing, the lookups and the formatting do not.
We already have a quoting template. Is that enough?
Sometimes it is, and we will say so. A template helps with consistency but not with speed, because somebody still has to gather the details and do the sums. The question is whether the delay is costing you work.
Is this the same as QSQuoter?
QSQuoter is our own live quoting product and you are welcome to look at it. Custom work is for businesses whose pricing does not fit a standard product.
Free to read first
Work it out yourself, if you would rather.
Everything below is free, with no account and no paywall. If it solves the problem without us, that is a good outcome.
Tell us where the business is getting stuck.
A short call to map the constraint and give you a clear next step. That might be software, automation, training or no build at all.
Book a discovery call