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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
Approval and Review Controls
Use custom actions and statuses to manage quotations
- Quotes can be reviewed and approved before being sent to customers reducing risk and errors.
- Quotes can be blocked from being printed or emailed until a certain review status has been reached.
Branded Quotation Outputs
Create custom quotations
Manage Quote Versions
Improve control by using versions
- Create versions instead of new quotations for minor variations of the same product.
- When a version is accepted, the other versions can be automatically cancelled.
Quantity-Based Pricing Models
Offer customers multiple quantity options
- Offer scalable pricing for different volumes without compromising on margins or accuracy.
- Include different quantities in the same quote letter.
Quote-to-Order Conversion
Copy transactions with automatic price conversions
- 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.
Reporting and Analysis
Multiple views and filtering
- Track quoting performance, win/loss rates, turnaround times, and profitability to identify trends and improve estimating accuracy.
- View reports by rep, by customer, or any other field.
Costings and Estimates
Cost Centre Integration
Cost Centres include staff, assets, and overheads.
- Allocate operations, machine time, and labour to specific cost centres, ensuring realistic and resource-aware estimates.
Custom Estimating Structures
Flexible but controlled estimating
- Build flexible estimating models for non-standard, niche, or complex jobs to cover all quoting scenarios.
- Use Estimate Types to control which items and tasks must be added.
Multi-Level Analysis (Item, Transaction, Customer)
Track profitability per item and customer
- Gain insights at every level, from individual items to full transactions or customer accounts, to better understand cost and profit contributors.
- Summaries immediately available from context menus.
Material, Labour, and Overhead Cost Capture
Include materials, outwork, and routing
- Build accurate job costings by incorporating all cost types, ensuring true profitability measurement.
Integrated Cost Drivers
Quotation > Production > Inventory > Invoice
- 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.
Product-Based Quoting
Link an estimate to every line item of a quotation
- Create fast, consistent estimates by quoting directly using items, inventory, or assemblies, with full integration to production and costing.
- Use Estimate Types to create a shell for the estimates to force certain selections.
Real-Time Profitability View
Summary instantly displays potential profit
- 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.
What-If Scenario Testing
Change variables as often as you like
- Instantly adjust variables like quantity, materials, or methods to compare cost outcomes and optimise quotes.
- Rotate substrates for best fit.
Learn More
- Cost Centres: Profit‑First Pricing Made Simple: QuickEasy BOS Cost Centres
- Estimating: Enhancing Estimation Precision with QuickEasy BOS
- Estimating, Work Orders, Production Planning: Powerful, Industry‑Driven Features Built for Modern Print Businesses
- Quotations: Transform Your Quoting Process with QuickEasy BOS: Faster, Smarter, More Professional