Build each quotation from your rate list, and keep every revision in order.
Quote & Proposal Management builds the quotation from your own rate list, keeps every revision in order, and shows what was sent, when, and by whom. Discounts beyond a limit wait for the owner. Three weeks later, when the buyer says he was promised a different rate, the quotation with his acceptance is on screen in seconds.
Most quotations in small businesses start as last month’s Excel sheet with the name changed. Rates are half remembered. The discount depends on who typed it, and the file is saved as final-2-new.
Built from a rate list, a quotation carries the right price and the right terms every time. Each revision is numbered and kept, along with the version the customer said yes to.
What your team uses today.
The module takes over these, one at a time, so nothing has to stop while it is set up.
- Proposals typed in office documents
- A rate card on the executive’s phone
- Discount approvals by phone call
The problems this is meant to ease.
What quote & proposal management does.
What this looks like in a working week.
Illustrative scenarios, written to show the shape of the work. They are not accounts of client systems.
The people who open this every day.
From first conversation to daily use.
Reading past proposals
We study documents you sent. You hand over a rate list and terms, and a sample layout is returned.
Limits and approvals
Discount bands are agreed. Who decides above each band is written down for your sign-off.
Template and wording
Terms, scope and exclusions are placed in your template. A proof copy comes to you before use.
Trial with live buyers
Executives run real proposals through the screen. Missing items on the list are added.
Daily use
All new proposals start here. A brief session closes the hand-over.
How you would know it is working.
Record where you stand before it goes live, so the change is measured against your own figures.
- Proposals accepted, rejected or expired, by executive
- Discounts above limit and who approved them
- Proposals with no follow-up after sending
- Time from request to proposal sent
- Revisions before acceptance, by product line
It is one part of a system, not an island.
A module earns its place by what it passes to the next one. These are the connections we set up most often.
- Opportunity management
- Price lists and schemes
- Order management
- Invoice management
Products that include it.
How we would put it in.
Questions owners ask about quote & proposal management.
Can the quotation print with our letterhead and terms?
Yes. The layout is set to your letterhead and your terms. Add a line in your customers’ language where they expect it, and the bank details and tax ID most firms want on the same page.
Does it fit when we quote against a BOQ the architect sends?
It does. Lines can be imported from the customer’s BOQ sheet and priced against your rates, item by item. The Interior Design Management System does this for design firms as part of the product.
Is Excel good enough for a small firm?
For a few quotations a month, yes. The break point is usually the rate list. Once prices change often, or several people quote, Excel starts sending yesterday’s rate.
Does an accepted quotation reach our billing?
It can. The accepted version becomes a sales order, and its lines can pass into your invoice or into your accounting software, depending on what it allows. That link is worked out before anyone promises it.
What influences the price of proposal management?
Executives who will use it, the size of your price list and any approval bands influence it. Links to orders and WhatsApp can be added. Costs are broken out after we read your documents. Cut what is surplus.
How soon could proposals be sent from it?
It rests on your price list and the layout you want. Early use covers rates, versions, discounts and the PDF. A short review precedes any promised date.
Businesses that ask for this.
Modules that work with it.
Tell us how you handle quote & proposal management today.
A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements