Sales, estimating and production work from the same numbers.
Quotes priced from your costs
Material, labor rates, routings, setup and margins drive the price, so two estimators quote the same part the same way.
- Material and outside processing
- Routings and labor rates
- Quantity breaks
- Margin rules and approvals
Approvals and revisions tracked
Quotes over set limits go to a manager. Revisions keep history, so everyone knows which version the customer accepted.
- 1 Request received
- 2 Quote priced
- 3 Quote sent
- 4 Customer accepts
- 5 Order and job created
Accepted quote becomes the order
When the customer accepts, the quote becomes an order and a job with its routing and materials, ready for scheduling.
✕Spreadsheet pricing
✓Pricing from real costs
✕PDFs lost in email
✓Quotes tracked to acceptance
✕Retyping into a job sheet
✓Job created from the quote
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
