Build a quoting system
Quotes that calculate and format themselves, based on your own pricing and rules. From website configurator to sent PDF.
A quote takes an hour to prepare, half of which is just formatting, and the calculation error that inevitably creeps in is exactly where your profit margin disappears.
Does this sound familiar?
Tell me what isn't working or what's taking up too much of your time, and I'll let you know what I would do and roughly what it would cost. You'll be speaking directly to me, not an account manager.
A quoting system that calculates and generates quotes based on your own pricing and rules. Whether it's a website configurator that gives customers an instant price estimate, or an internal dashboard that lets your sales team send out a complete quote in two minutes. In both cases: the same prices, the same terms, the same layout.
When you need this
Quotes are created in Word using a template that exists in ten different versions. Prices are hidden in a spreadsheet that only the owner understands. Creating a quote takes an hour, half of which is spent on formatting. Calculation errors creep in, costing you margin. Customers ask for a price estimate that you only provide after a week, by which time they've moved on.
What we build
Your pricing rules set in stone: tiers, options, discounts, surcharges, and extra work. A configurator for the customer or an input screen for your team, with validation to prevent impossible combinations. Automatic calculations including VAT, margin, and expiration dates. The quote as a PDF in your brand style, or as a webpage that the customer can accept online. Track status: sent, viewed, accepted. Plus, integration with your CRM and accounting software, so that an approval doesn't mean retyping data.
With what
Logic and pricing in Xano, the interface in Webflow with Wized, or in Next.js for complex configurators. Integrations with HubSpot, your accounting software, or your ERP via API or Make.
Our approach
We start with three existing quotes and the question of how those prices were determined. That reveals the rules, including the exceptions no one had written down. Then we build the system and test it with the most difficult cases, not the easiest example.
Standard package or custom solution
Quote packages are good at formatting and signing. They don't calculate based on your tiers, options, and exceptions. If your price is a sum of fixed rules, use a package. If there is logic involved in the pricing, a custom solution is a better fit.
Costs and timelines
That depends on the number of pricing rules, the exceptions, and the integrations with your CRM or accounting software. We work with a fixed price per phase and start with the smallest version that generates actual quotes. A customer-facing configurator or online acceptance follows later.
Who it's not for
If you only create a few quotes a month and every quote is unique, a good template remains faster. A quoting system pays off when you have many quotes that are generated according to the same rules.
Read more
Quote formatting: document generation. Integration with CRM and accounting: system integrations. Showing prices per customer: dealer portals.
How can we help?
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Questions about
Quoting system
How much does it cost to have a quoting system built?
The cost of a quoting system depends on the number of pricing rules, the exceptions, and the integrations with your CRM or administration. We work with a fixed price per phase and start with the smallest version that produces real quotes. After that we expand, for example with a configurator for customers or online acceptance.
Can a quoting system be connected to our CRM or accounting software?
Yes, we connect a quoting system to any software package with an API, such as HubSpot, your accounting software, or your ERP. An accepted quote then automatically becomes a deal or an order, without retyping. See system integrations.
Can we adjust prices and rules in the quoting system ourselves?
Yes. You manage the prices, tiers, discounts, and options of the quoting system yourself in an admin screen. A change applies immediately to every new quote. New types of rules or different calculation logic are built by us.
Can a customer request a price estimate through a quoting system?
Yes, with a configurator on your website. The customer chooses options and gets a price estimate based on the same pricing rules your sales team uses. You decide whether they see a price immediately or submit a request first. Validation catches impossible combinations.
What does a quote from the quoting system look like?
A quote from the quoting system is a PDF in your brand identity, or a web page the customer accepts online. Layout, terms, and validity period are always the same. You track the status of each quote: sent, viewed, accepted. The layout runs through document generation.