Quotes are priced from your own materials, routings and margins, every revision is kept, and an accepted quote becomes an order and a job without retyping. Estimators always approve the final number.
Pricing from rules your estimators agree on
We turn the spreadsheet one estimator understands into shared rules: material, labor by operation, outside processing, setup and margin. Any line can be adjusted, with the reason kept.
- Material and cut lists
- Labor by work center
- Outside processing and freight
- Quantity breaks and margins
Quote history and repeat parts
Every revision is stored with its drawings and notes. Repeat parts start from the last quote and the actual job cost.
- 1 Request received
- 2 Quote priced
- 3 Quote sent
- 4 Customer accepts
- 5 Order and job created
Following up open quotes
Open quotes are listed by age, value and owner with a next contact date, and lost reasons are recorded.
✕Spreadsheets only one person understands
✓Shared pricing rules
✕Repeat parts quoted from scratch
✓Last quote one click away
✕Accepted quotes retyped
✓Order and job created automatically
From yes to a released job
An accepted quote becomes an order and a job with routing and materials in one step, and the floor sees the new work the same day.
The system handles
- Pricing from your rules
- Reminding sales about open quotes
- Creating the order and job
Your people decide
- Final price and margin
- Engineering review
- Customer negotiation
