Quoting
The first quote usually wins. Make yours faster — and right.
Pull live supplier pricing onto the line, price every item on policy, let AI catch the mistakes before the customer does, and send a quote they can approve line by line.
Quoting is slow, and the mistakes are expensive.
- Reps rekey line items and check each supplier separately for price and stock — a portal here, an email there, a phone call to the third — before a single number goes out.
- A wrong spec or a missing component slips through and comes back as a return or a callback.
- Pricing drifts off policy, and margin leaks where nobody's watching.
- A big multi-room, multi-phase quote turns into an unmanageable spreadsheet.
Quoting sits on the same connected system as your catalog, orders, and accounting — one screen from lead to order, built on top of what you already run. No rip and replace.
Everything the quoting desk needs, on one screen.
Five jobs a quoting tool should do for you — starting with the one that catches what people miss.
AI validations
AI reads the whole quote before your customer does.
On demand, AI reviews the quote line by line and flags what fixed rules can’t — incompatible or missing parts, duplicates, scope gaps — with plain-language reasoning and a link to the exact line. It’ll tell you “this is a framing package, and you didn’t include fasteners,” or catch a valve whose pressure rating doesn’t match the run. Your rep decides what to fix or dismiss; nothing changes on its own.
- Spec and compatibility checks — voltage/phase, pipe and fitting sizing, thread types, pressure ratings
- Completeness and scope gaps — the pump with no fittings, the tool with no battery
- Duplicates and redundancy — a kit plus its own components
- Severity-ranked, references the exact SKU/line; dismiss-with-note or jump to the fix
- Reads your structured product specs and searches inside your spec sheets to reason
Supplier sourcing
Live pricing and stock from your suppliers, right on the line.
For a special-order part, pull cost, list price, and availability from your connected suppliers at once, see them side by side, and pick the best source per line — one screen instead of three portals and a phone call.
- Fans out to your connected suppliers in parallel; results stream in live
- Cost, list price, and availability — including per-location stock
- Choose the source per line; the cheaper option is visible at quote time, so you protect margin, not just speed
Pricing engine
Price every line on policy, automatically.
Set list/cost multipliers, target margins, and rounding once as named pricing configurations, then apply them across a quote so every line prices consistently. Branch price books resolve the right number by location, and margin shows as you build — with a warning the moment a line drops below target.
- List-price, cost-plus, or target-margin pricing, each with rounding rules
- Named configs — switch a whole quote to a different config and reprice
- Branch / location price books with fallback
- Live margin display and below-target warning; multi-currency (USD/CAD)
- New lines prefill from your own published price — never a supplier’s inflated book list
Structure
Organize a 500-line quote the way the job is actually built.
Break a quote into rooms, phases, or work scopes; drag lines into order; act on many lines at once. Big quotes stay navigable instead of turning into a spreadsheet.
- Subdivisions — rooms / phases / work scopes, nested, created inline as you add items
- Drag-to-reorder; bulk edit, delete, duplicate, and approve across lines
- Line-item images; group-by-room when you share it with the customer
- Saved views — My Queue, Needs Attention, All Quotes
- Handles quotes up to 5,000 line items
Sharing & approvals
Send a quote your customer can approve, line by line.
Share a secure, branded link and control exactly what shows — pricing, SKUs, notes, expiration. The customer signs in with a one-time email code and approves or rejects each line, with their identity captured on every decision. Comments travel with those decisions, so the “why” is on the record.
- Secure link, email-allowlisted or link-only; passwordless one-time-code login
- Per-line approve / reject with identity capture; approval-state badges back on your desk
- Comments on the quote and on individual lines; the approve/reject note is captured with the decision
- Published versions are frozen snapshots — approvals carry forward only for unchanged lines
- Your margin stays yours: hidden prices are stripped server-side, not just hidden in the page
Start from a document, not a blank quote.
Forward an order email or drop in a PDF or photo of a customer’s list. AI runs OCR, extracts the line items, and matches them to your catalog — building a draft quote for your rep to review before anything is saved. Same pattern across the whole module: AI drafts, your team approves.
Document in
Forward an order email, or drop in a PDF or a photo of the customer’s list.
AI drafts the quote
OCR reads it, the line items are extracted and matched to your catalog, and a draft quote is built.
Rep reviews and prices
Your rep checks the matches, applies pricing, and sends — nothing is saved before they approve.
That 40% came from one customer’s kitchen and bath department: it buys from three suppliers, so quoting meant three separate lookups. Pulling all three suppliers’ pricing and stock onto one screen is what made it faster — and because the cheaper source is visible at quote time, it also improved margin.
“We’ve been able to speed up quoting significantly, allowing our sales team to focus more time with the customer and close business with less effort.”
For manufacturers
Faster, more accurate special-order quotes.
AI intake and validations cut the manual spec reconciliation on special-order quotes, and guided pricing keeps them consistent — where a wrong spec is most expensive.
How your desk goes live.
Free 30-day pilot
We set up your pricing configurations, wire a supplier or two, and quote a live job with you before you sign.
No rip and replace
We build on top of what you already run and connect your data.
Hands-on training
Easy to learn, and we come train your team in person.
See it on your next real quote.
We’ll wire your pricing and your suppliers, and quote a live job with you in 30 days.