Estimates & quotations

Easy to build

The production estimates and quotations feature makes it easy to build up detailed and accurate estimates for new products and also enables you to track enquiries for standard items. By calculating the costs, selling prices and margins, you can be sure that the customer gets what they're looking for while your margins remain protected.

Simply build each estimate from a list of components or assemblies and then add the labour operations as required. The result is a detailed, clear and accurate breakdown of all of the product costs: material, labour, overhead and sub-contract. You can also calculate for several quantity breaks.

Flexibility

Templates can be customised to your precise needs, factoring in your own complex calculations and estimating information. The item takes just minutes to create and is easily printed or emailed to your customer to satisfy their enquiry as fast as possible.

Tracking

All enquiries and estimates entered onto the system are recorded for future reference. This includes setting next action dates and the ability to hold user-defined information. Once estimates convert to orders, these can be converted to live products and the estimate lines can be converted to live orders. This includes converting individual lines of estimates to one or more live sales orders.