Overview

What is a quotation application?


Your team builds the quote wherever the work is — with the customer or back at the office. We encode your pricing formulas, margins, material rates and labour rules, so costs calculate automatically as sizes, materials and finishes are selected. Similar jobs pull from previous quotes, so you rarely start from scratch.

The customer can sign there and then or receive a branded PDF to accept later. Either way, the quote lands in your system complete and correctly priced. No notes to write up, no figures to re-enter, and fewer opportunities for margin to disappear.

Quote faster, price with confidence, and win more work at the margin you intended

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Quoting screen: product options on the left with sizes, materials and finishes being chosen, priced line items in the middle, and a running total with a signed acceptance panel on the right
The builder: configure, price and total in one pass.
800% more efficient

Measured on our most recent installation, comparing the same quotes produced on paper and spreadsheets against the app. Your own figure will depend on how you quote today.

Measured Impact

Quoting is unpaid work until you get the nod


Every hour spent building a quote by hand is an hour you may never be paid for, and most of them never convert. That is why the goal is not a prettier quote. It is to produce each one in a fraction of the time, so the hours go instead into the prospects that are actually going to buy.

The saving comes from not starting over. Components, sections and whole assemblies are pulled straight from previous quotes, pricing applies itself, and the quote your rep sends at four o’clock is not waiting on someone in the office to type it up the next morning.

End To End

From quote to managing the order


Accepted quotes become orders without anyone retyping a line. The same record then moves through each department, allocates the stock it needs, and reports back on what the job cost and what it earned.

A four stage flow: a quote assembled from reusable components already priced, converted to an order in one click, moving through departments marked complete, in progress and queued, with stock allocated and one item flagged low, all feeding a reporting band showing volumes, financials and where orders are stalling

Swipe to follow the flow

Features

What the quotation app does


Product configuration

Build the product on site and the app prices it, so the correct price for the correct spec goes out every time.

Signed on screen, or sent as a PDF

Take the signature there and then on the device, or send a branded PDF the customer reads and accepts in their own time. Some of our builds do both, some only ever issue the PDF.

Real-time tracking

Know the moment a prospect opens, views or eSigns a quote so you follow up at the right time.

Quotation management

Every quote stored, searchable and reportable, with price queries answered on the spot.

Two way integration

Price lists and stock come in from your ERP or accounts package; accepted quotes go back out as orders or invoices without anyone rekeying them.

Works with no signal

Quotes are built, priced and signed offline in a basement or a field, then sync themselves the moment the phone finds a connection again.

Reuse instead of rebuild

Pull a component, a section or a whole assembly straight out of a previous quote. Most quotes are a variation on one you have already priced, so almost none of them start from a blank page.

Team chat on the quote

Discussion sits on the quote itself rather than in a thread nobody can find. Ask the estimator a question, get an approval on a discount, and the answer stays attached to the record.

Multiple currencies

Quote in the customer’s currency with your own rates and margins applied underneath, so an overseas enquiry does not need a separate spreadsheet and a conversation about exchange rates.

Quote to order in one click

An accepted quote becomes an order with the full configuration carried across. Nothing is retyped, so what gets made is what was priced and signed for.

Order progress by department

Follow the order through each department as it goes, so sales can answer where it is without ringing the factory and the customer is told before they ask.

Reporting that shows the gaps

Where orders stall, which departments are losing time and what each one costs, alongside the financial picture: quoted, won, lost and what the work actually earned.

Integration

Integrate with current systems, or we build customised for your company


The prices, products and customers already exist somewhere: an ERP, an accounts package, a price list a director maintains in a spreadsheet. A quoting app is only worth having if it quotes from that, rather than becoming a fifth place the numbers live.

  • Quotes from your real price list Products, options, cost prices and discount rules come from the system that owns them, so a rep cannot quote last year’s price or a combination you do not make.
  • Accepted quotes become orders A signed quote goes back out as an order, a job or an invoice in your existing system, with the configuration attached, so nothing is rekeyed and nothing is lost in translation.
  • Or we build the whole thing No system to quote from? We build the product catalogue, the pricing rules and the approval workflow too, then the quoting app on top of it.
  • You own it outright Your pricing, your customer records, hosted where you choose, with no per user licence rising every time the sales team grows.
Tell Us What You Run
Four existing business systems labelled ERP, accounts, stock and shop, joined by two way API links to a console and mobile app, with a dashed panel offering a build from scratch instead
Benefits

What it changes day to day


  • Create error-free quotes instantly, and go paper free.
  • Quote during the meeting instead of days later, while interest is highest.
  • Remove pricing mistakes caused by manual calculation.
  • Track when a prospect opens or signs, and follow up at the right moment.
  • Cut the admin time spent typing up quotes back at the office.

Who uses it

  • Windows & doors
  • Construction managers
  • Door-to-door services
  • Sales reps for any industry
  • Home improvements
  • Trade suppliers

Not on the list? The build is bespoke, so it is shaped around how your business works.

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FAQs

Questions we get asked


What businesses can implement a mobile quotation application?

This application suits a range of industries as it is customised to your business. It works particularly well for windows and doors, home improvements, construction and any field sales team.

Does it work without a signal?

Yes. Quotes are produced on the device and sync when a connection returns, so remote sites are not a problem.

Can it produce a branded PDF?

Yes. Quotes go out as a branded document, signed digitally, straight from the meeting.

How much does a mobile quotation application cost?

It depends on your bespoke requirements. We can provide a quote to specify the cost of a bespoke system.

Next Step

Get a quote for your mobile quotation app


Tell us how you work today and we will come back within one business day with honest advice and a written price.

Office Opening Hours

Monday – Friday, 9:00am to 5:30pm