Estimates, Costings, and Quotations

Ensure quotes are reviewed and signed off internally before being sent to customers reducing risk and errors.

Generate professional, branded quote letters including terms, pricing details, visuals, and customer information.

Automatically apply contract pricing, discounts, and tiered structures based on the customer’s profile.

Create versions instead of new quotations for minor variations of the same product.

When a version is accepted, the other versions are automatically cancelled.

Offer scalable pricing for different volumes without compromising on margins or accuracy.

Convert approved quotes directly into sales orders, job cards, or production instructions with smart copying features.

Smart-copying features include identifying which items must be purchased, produced, or have already been copied.

Track quoting performance, win/loss rates, turnaround times, and profitability to identify trends and improve estimating accuracy.

Allocate operations, machine time, and labour to specific cost centres, ensuring realistic and resource-aware estimates.

Build flexible estimating models for non-standard, niche, or complex jobs to cover all quoting scenarios.

Dynamically calculate costs based on material use, labour, setup time, machine availability, and outsourced components.

Build accurate job costings by incorporating all cost types, ensuring true profitability measurement.

Gain insights at every level, from individual items to full transactions or customer accounts, to better understand cost and profit contributors.

Create fast, consistent estimates by quoting directly from items, inventory, or assemblies, with full integration to production and costing.

View the summaries that display the margins and profit while building the quote to ensure pricing decisions support business goals.

Use access controls to block junior users from viewing sensitive information.

Use predefined templates for commonly repeated jobs, reducing setup time while maintaining cost reliability.

Instantly adjust variables like quantity, materials, or methods to compare cost outcomes and optimise quotes.