Quoting & Estimating
Estimating software built around your pricing rules
A quote takes several spreadsheets and someone who knows all the pricing rules. We build custom estimating software that brings your inputs, calculations, and approvals into one usable tool. Our Canadian team works directly with your estimators and pricing owners.
Turn your pricing method into a usable tool
Build a quoting workflow around your rates, formulas, and business rules, supporting internal estimators, customer enquiries, or a connected sales process.
We document the calculations, prototype the workflow, and validate results against worked examples before building and releasing the agreed tool.
What your quoting tool can include
- Guided quote and estimate inputs
- Rate tables and pricing formulas
- Product and service selections
- Customer-specific pricing rules
- Discount and approval workflows
- Quote documents and revision history
- CRM and accounting connections
- Admin tools for agreed pricing updates
- Checks for missing or invalid inputs
Make quoting easier to repeat and review
Featured estimating software benefits
Spend less time assembling estimates
Bring inputs and calculations into one workflow, reducing the effort of moving between spreadsheets and documents.
Apply pricing rules more consistently
Use reviewed formulas and checks to reduce avoidable differences between estimates prepared by different people.
Make pricing knowledge easier to share
Document the logic so quoting depends less on one person remembering every rule and exception.
Questions about quoting and estimating software
Is this an estimating product we can subscribe to?
No. We build custom quoting and estimating software around your calculation method, whether you quote construction work, equipment, or services. If an off-the-shelf estimating product fits, we’ll say so before recommending a build.
Can you use the formulas in our existing spreadsheets?
Yes. We review them with your estimators and pricing owners, identify inputs, assumptions, and exceptions, then test the expected results. Useful logic is preserved and becomes easier to control.
Can staff update rates without a developer?
Yes, for agreed rates, products, and pricing rules. We define what should be editable and what needs approval, and calculation changes are tested before they affect live quotes.
Does the service include construction takeoff or 3D configuration?
Those are separate capabilities that need their own requirements, data, and tools. They are not assumed in a quoting build. Our product configurator development can address guided product choices where that is the need.
What determines the cost?
Cost depends on calculation complexity, data sources, approval rules, document outputs, and integrations. We scope a useful first release and validate sample calculations before estimating the full build.
Tools we work with
Using something else? We can work with your existing technology and help you find the right way forward.
Need a faster way to quote and estimate?
Bring a spreadsheet, a pricing example, or a process that takes too long. We’ll help you work out what is worth improving first.
Real people, here to help
We’ll get back to you within one business day
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