ERP Module
Quoting & Estimating
Price work the way your shop actually thinks.
Build a quote line by line — material, op sequence, and margin — and send it as a one-click, branded link.
Live quotes — draft, viewed, and approved, with per-customer values
Start a quote and build it the way you'd price it on paper — only faster. Pick the material and the system pulls live $/lb, add your operation sequence and it rolls up setup and run time at your shop rate, then layer margin across as many quantity breaks as the customer asked for. What used to be a spreadsheet and a gut-check becomes a repeatable, defensible number.
Send the finished quote as a link. Your customer sees a clean, branded page, picks the quantity they want, and approves in one click — which instantly turns the quote into an order with no re-keying. Every quote, won or lost, feeds your history so you can see win rates, pricing trends, and what work is actually worth chasing.
What you can do
- Multi-quantity tier pricing with material, labor, and markup rolled up automatically
- Live material pricing so estimates reflect today's stock cost, not last year's
- Send as a branded public link — customers approve online with one click
- Accepted quotes convert straight into orders and jobs
- Win/loss tracking and quote history feed pricing decisions
What's on the screen
The fields that matter in Quoting & Estimating, and what each one does.
Quantity tiers
Price several break quantities on one quote; each recalculates material and per-unit labor automatically.
Material cost basis
Pulled from live supplier pricing ($/lb) so margins hold when stock prices move.
Labor hours vs. shop rate
Enter setup and run time per operation; the system applies your shop rate to get cost.
Markup %
Target margin layered on top of cost — adjust per line or per quantity break.
Expiration
Quotes carry a validity window so stale pricing doesn't get honored by mistake.
Public approval link
A shareable, branded page where the customer selects a quantity and approves — no login.
See Quoting & Estimating in your shop
We'll walk you through the whole platform on a live demo — no pressure, no slideshow.