The customer sends a 30-page estimate, someone copies it line by line into Excel, and the quote goes out three days later with overheads added from memory. When the customer accepts, the order gets typed in all over again. The Quotes and estimates module keeps the request, the estimate, the price and the customer's answer in a single file.
What goes into the module, what happens there and where the data goes next.
What comes in
What the module does
What goes out, and where
An example from a company that uses it.
A ventilation contractor in Cluj receives a builder's estimate for an industrial hall. They upload it and the lines come in already split: 212 for materials and 64 for labour.
The estimating engineer adds catalogue prices and labour rates. The company's overheads are applied per set, with no separate calculation in Excel.
The builder wants cheaper ductwork. A second version is created, and the price difference from the first one is right there on screen.
The customer gets the link, downloads the PDF and forwards it to the project owner.
The next morning, the customer clicks “Accept”. The quote becomes an order and lands in Sales with all its lines.
Data moves between modules on its own, never typed in twice.
Kinds of companies where we put the module to work, fitted to their processes.
Demo apps where this module works on test data. Open them directly, no account needed.
We make built-up letters, light boxes, flags and stickers for shops and companies. From the client's brief the system proposes the list of materials, labour and suitable suppliers, we adjust it and issue the quote as a PDF. Questions to suppliers and their answers are kept in one place, and for small materials we compare the supplier's price with DIY store prices.
Buyers search the partners' shops, place orders or ask for a product that is not in the catalogue yet. Partners see the requests, send offers with price and lead time and manage their sub-partners and orders. The administrator checks the identity documents of new accounts, approves requests, offers and orders and sees the platform's commissions.
Engineers log their daily hours on projects and activities, direct or indirect, and the manager approves or rejects them with a reason. These sheets feed the monthly timesheet, the attendance book and leave requests with a stand-in and a PDF document. Projects show hours used against the estimate, clients show their orders and quotes, and reports show each employee's efficiency.
Estimates as PDFs or images, with lines for materials and labour. The lines are separated automatically and matched to the items in your catalogue.
Yes. They get a link where they see the quote, download it and reply. The answer shows up on the quote, and an accepted quote becomes an order.
Yes. The PDF is generated from your template, with your letterhead and your terms.
In a demo we show you the modules on an example close to your company and talk about what would need adapting.
