Quoting tools
Accurate quotes in minutes, not evenings.
I build quoting tools around your own price lists, options and VAT rules, so every quote is consistent and goes out the same day. Customers accept online, deposits are taken, and quotes that go quiet are chased automatically.
For trades, HVAC, engineering, manufacturers and B2B services that quote every job.
Sound familiar?
- —Every quote is rebuilt from scratch in Word or Excel.
- —Pricing mistakes and missed items cost you margin.
- —Quotes sit unsent for days, then nobody chases them.
- —You don't know your win rate.
What's included
- —A quote builder using your price lists, options and VAT
- —Branded quotes customers can accept online
- —Deposits taken at acceptance
- —Automatic follow-ups on open quotes
- —A quote pipeline with your win rate
- —Quoting from a phone or tablet on site
- —An optional instant estimate on your website
What I build
The problem, and the fix built for it.
The problem
Every quote built from scratch
The fix
A quote builder that does the maths with your own prices.
The problem
Pricing mistakes
The fix
Built-in rules and checks, so quotes stay consistent.
The problem
Quotes sent and never chased
The fix
Automatic follow-ups until the customer replies.
The problem
Quotes written up back at the office
The fix
Quotes sent from site before you leave the property.
How it works
- 01
Map how you quote
We go through your price lists, options and the way you work out a job.
- 02
Fixed quotation
A clear scope and fixed price before anything starts.
- 03
Build and test
You test it on real jobs and we refine it together.
- 04
Launch and train
Your team is shown how to use it, and you own it.
How it connects
Questions about quoting tools
Yes. It's built around your own prices, options and VAT rules.
Yes. Customers can accept a quote online and pay a deposit.
In most cases, yes. I'll confirm yours in the quotation.
Yes. It works on a phone or tablet, so quotes can go out before you leave.
Yes. Everything is quoted to your business after a short call or brief, so you know the scope and price before anything starts.
Get a quote
Tell me what you need.
A few details is all it takes. You'll get a reply within one working day and a fixed quotation before anything starts.
Enquiry · Your business
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What is your business called?
If you're pre-launch, the working name is fine.