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Quoting and Estimating Systems

Calculate prices, prepare quotes and keep track of changes

Codebytes builds custom quoting software around your materials, labour rates and pricing rules. Your team can calculate a price, prepare a customer estimate, keep track of revisions and turn accepted quotes into orders or jobs.

Questions about quoting software

Use your prices and calculations

Staff enter the details needed to price the work, such as measurements, quantities, materials and labour. The software applies your agreed calculations and options to prepare a quote. Codebytes can build around the pricing rules your business already uses.

Revise a quote without starting again

If a customer changes a measurement, material or service, staff can update the quote and see the revised price. Saved versions help your team check what changed and which version the customer accepted. The quote can also include the notes, drawings and documents needed to explain the work.

Use accepted quotes to prepare the work

An accepted quote can become an order or job with the same customer details, quantities and requirements. Those details can be used for scheduling, ordering materials and preparing invoices, reducing the information staff have to enter again.

Let sales partners prepare their own quotes

If another business sells your products or services, it may need to quote using your prices plus its own margin. A partner account can provide the relevant products and prices, then send an accepted order to your team. Our sales partner pricing guide explains this using the Arris Stone example.

Questions about quoting software

Do we need to replace our quoting spreadsheet?

If it still works well, you may only need a few improvements or a connection to another program. A dedicated quoting system can help when calculations, revisions or repeated data entry become difficult to manage. Our comparison of custom quoting software and CPQ explains the options, including software for configuring products and calculating their prices.

Can the system use our existing prices and calculations?

Yes. We review your price lists, formulas and sample quotes, then agree how the system should calculate each part of the price. We check the results against familiar examples before your team starts using it.

Can a manager approve a quote before it is sent?

Yes. A quote can wait for approval before staff send it to the customer. You can decide whether every quote needs review or only certain cases, such as a large discount or an unusual job.

Browse all frequently asked questions

Custom quoting software examples

Arris Stone countertop drawing and quoting interface

Arris Stone — drawings, prices and customer quotes

A browser application for drawing countertop layouts and calculating quotes from material and labour prices. Fabricators and dealers can prepare quotes, with accepted work connected to orders and scheduling.

View case study

Have a quoting process you would like to improve?

Tell me how you prepare a quote and what you would like to make easier. A sample calculation or a typical change is enough to start the discussion.

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