Quotation Software
Replace complex Excel quote calculators with a cloud-based system built around your products, pricing, and BOM workflow.
Discuss your project
Still building quotes in Excel?
Excel is often the starting point for pricing, BOM calculations, and quote generation. It is flexible and familiar, but once the process becomes business critical, spreadsheets can become difficult to maintain and risky to depend on.
If your quotation process relies on complex formulas, product rules, duplicated files, manual checks, or one person knowing how the workbook works, it may be time to move to a dedicated system.
Complex pricing rules
Product options, margins, discounts, and customer-specific rules are hard to control in spreadsheets.
BOM complexity
Materials, components, labour, waste, and transport costs need to be calculated consistently.
Slow quote turnaround
Manual pricing, checking, and document creation can delay responses to customers.
Hard to maintain
Small changes to products, formulas, or templates can break the quotation process.
What we build
We design and build custom quotation software that replaces spreadsheet-based pricing with a central, cloud-hosted system.
The application can be built around your existing quotation workflow, including product configuration, BOM calculations, pricing rules, approvals, quote templates, customer-specific pricing, and management reporting.
The system is hosted on Microsoft Azure and typically uses a SQL database as the central source of truth for products, components, pricing, and quote history.
Typical Features
Every project is different, but quotation systems often include:
Quote creation
Create, edit, copy, and manage quotes from one central interface.
BOM calculations
Calculate materials, components, quantities, labour, waste, and related costs consistently.
Pricing rules
Manage margins, discounts, customer pricing, transport costs, and product-specific logic.
Approval workflows
Control when quotes need review before being issued to customers.
Quote documents
Generate consistent customer-facing outputs from approved templates.
Reporting
Track quote value, conversion, product demand, margins, and sales performance.
The impact
A dedicated quotation system gives sales, estimating, and operations teams a more reliable way to price work and issue professional quotes faster.
- Speed - reduce the time needed to create, check, and issue quotes.
- Accuracy - calculate BOMs, pricing, margins, and costs using controlled business logic.
- Consistency - produce quotes from the same templates, rules, and data.
- Control - manage who can change prices, approve quotes, and update master data.
- Visibility - track quote history, pipeline value, conversion, and product performance.
Get your free initial consultation.
Book a free, 30-minute initial consultation to discuss your quotation process and explore available options with one of our helpful team members.