01
Record the specification
Keep quantities, materials, finishes, drawings and delivery requirements against one enquiry. Mark unanswered questions before pricing starts.
Manufacturers · Fabricators · Made-to-order businesses
Quotation software built around how you price a job
If every quote starts with a copied spreadsheet, the difficult part is keeping rates, quantities and promises consistent. We build quotation software around your costing rules, so the estimator can spend time on the job rather than assembling the paperwork.
Fixed scopeQuoted before work starts
Human controlDecisions stay with your team
Honest boundaryKeep existing systems where they work
Where the time goes
A customer asks for three quantities and two finishes. Your estimator copies an old workbook, checks a supplier email and retypes the result into a quote. A revision arrives later, but the works order still carries the first specification. A shared quote record gives those changes somewhere to live.
How the system works
The scope follows your existing work. These are the stages we would review together.
02
Apply approved costing rules
Use the rates, allowances and quantity rules you have agreed. Record where each rate came from and flag items that need a fresh supplier price.
03
Review the price
Show the estimator the calculation, exclusions and margin. Technical feasibility and unusual jobs stay with a named person.
04
Issue a controlled revision
Save the approved quote and its revision. A changed quantity or specification creates a visible change for review rather than overwriting what the customer saw.
05
Carry acceptance into the job
Create the agreed job sheet or supported ERP handoff from the accepted version. Keep a link back to the quote and any customer conditions.
06
Learn from completed work
Where reliable actual costs are available, compare them with the estimate. Someone approves rate changes before they affect the next quote.
An example to make it concrete
Illustrative workflow: a fabricator quotes 10, 25 and 50 brackets. Material and bought-out finishing rates have named sources; setup is shown separately. The estimator checks the process and margin. When the customer accepts 25 with a different finish, a reviewed revision becomes the job record. The system does not treat the original acceptance as approval of the changed work.
Working with your existing software
We check your Excel costing sheets, ERP or MRP, CRM and accounts workflow before proposing a replacement. Sage or another accounts package may only need the accepted customer and invoice details. A connection depends on your version, licence and supported interface; it is checked in the scope.
AI can help with extracting or finding information where it earns its place. Records, calculations and approval rules use ordinary software where that is the dependable choice.
Starting point and price
Start with one repeatable product or job family, one approved rate source and one quote format. We agree sample calculations and awkward cases with your estimator before building. A full costing engine, historical data cleanup and multiple ERP connections are separately scoped.
Fixed-scope builds start from £1,495, with the actual deliverables and price agreed in writing. If the workflow needs measuring first, the Operations Audit is £895. Hosting, support, licences and any additional work are set out in the quote. See pricing and what is included.
Is a bespoke system worth it?
A good fit
Useful when repeatable costing rules exist but staff repeatedly copy them between spreadsheets, quotes and job sheets. Bespoke software makes more sense when the differences in your work matter commercially.
When we would suggest something else
If an existing quoting package already models your work, configure that first. If nobody agrees how to cost the job, software cannot settle the disagreement: establish the rate rules before commissioning a build.
Will it calculate a price from a drawing?
Only the agreed calculations using checked inputs are automated. Geometry interpretation, process choice, tolerances and commercial risk remain engineering decisions. This is quotation software built around your rules, not an automatic estimator.
Related workflows
Built and supported locally
Based in Horsham, we work on site across Sussex and Surrey. Explore the practical starting points for businesses in Burgess Hill, Worthing.
Bring one quote, its spreadsheet and the revision that caused trouble.
The first fifteen minutes are free. We will look at the work, explain the options and agree whether a small first project makes sense.
If the honest answer is that the process needs the system rebuilt rather than one step automated, that is a bespoke business system built around your work.