• Custom quotation and proposal software

Create accurate, consistent quotations without rebuilding every opportunity by hand.

Build a controlled sales workflow around products, services, pricing, technical requirements, revisions, approvals and customer decisions.

Discuss your quotation process Explore related solutions

• Common problems

When quoting becomes a bottleneck.

Sales teams copy prices and descriptions between documents

Technical or operational review happens through email

Product options and dependencies are difficult to apply consistently

Revisions create confusion about the current commercial offer

Approved quotes require duplicate capture before fulfilment

• What we can build

Guided requirement and configuration workflows

Product, service and price data

Customer-specific commercial terms

Estimate and costing records

Discount, margin and approval rules

Quote and proposal templates

Options, exclusions and assumptions

Revision and decision history

Customer review and digital acceptance

Quote-to-order, project or job conversion

• Example workflow

Sales captures the customer need using structured questions.

Products, services, quantities and commercial rules build the draft.

Technical, margin or management approval resolves exceptions.

The customer receives a clear, versioned quotation or proposal.

Acceptance creates the downstream operational record using approved data.

CONTROL AND FLEXIBILITY

Templates can generate consistent output while allowing authorised users to adapt the content, options and commercial terms required for a specific opportunity. The workflow should make exceptions visible and preserve the reason behind important changes.

• Related capabilities

Capabilities this often works alongside.

Custom CRM systems B2B e-commerce and online ordering Workflow and approval automation Billing and payment systems Systems integration and APIs

• Where this is commonly used

Industries that often need this capability.

Packaging Suppliers Metal Fabrication Companies Solar Renewable Energy Installers

• Questions

Answers to common questions.

Potentially. Discovery confirms the available interface, price ownership, timing and handling of unavailable or conflicting data.

Yes. Commercial rules can route exceptions to authorised reviewers with the relevant context.

Yes. A secure action can record the accepted revision, user, time and any required terms or supporting documents.

• Start the conversation

Turn complex requirements into controlled commercial offers.

Discuss your quotation workflow

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