1. Home
  2. Knowledge Base
  3. Feature Lists
  4. Estimates, Costings, and Quotations

Estimates, Costings, and Quotations

QuickEasy BOS includes multiple costing and estimating features to simplify issuing and managing quotations. Here are some of the ways you can use QuickEasy BOS to grow your business.

Quotations

Also see:

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

Knowledge Base
Branded Quotation Outputs
Generate professional, branded quote letters including terms, pricing details, visuals, and customer information.

Knowledge Base
Manage Quote Versions
Create versions instead of new quotations for minor variations of the same product.

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

Knowledge Base
Quantity-Based Pricing Models
Offer scalable pricing for different volumes without compromising on margins or accuracy.

Knowledge Base
Quote-to-Order Conversion
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.

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

Knowledge Base

Costings and Estimates

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

Knowledge Base
Custom Estimating Structures
Build flexible estimating models for non-standard, niche, or complex jobs to cover all quoting scenarios.

Knowledge Base
Integrated Cost Drivers
Dynamically calculate costs based on material use, labour, setup time, machine availability, and outsourced components.

Knowledge Base
Material, Labour, and Overhead Cost Capture
Build accurate job costings by incorporating all cost types, ensuring true profitability measurement.

Knowledge Base
Multi-Level Analysis (Item, Transaction, Customer)
Gain insights at every level, from individual items to full transactions or customer accounts, to better understand cost and profit contributors.

Knowledge Base: Items
Knowledge Base: Transactions
Knowledge Base: Customers
Product-Based Quoting
Create fast, consistent estimates by quoting directly using items, inventory, or assemblies, with full integration to production and costing.

Knowledge Base: Estimating
Knowledge Base: Items
Knowledge Base: Production Planning
Real-Time Profitability View
View 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.

Knowledge Base
What-If Scenario Testing
Instantly adjust variables like quantity, materials, or methods to compare cost outcomes and optimise quotes.

Knowledge Base

Need Support?

Can't find the answer you're looking for?
Contact Support