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M-05 · Sales

Quotation Builder

Quote once, convert without retyping.

Quotation builder with templates and margin controls
What it does

Templates and margin controls built in, drawing on the products and specifications catalogue. An approved quotation converts straight into a live project, so nothing is re-entered at the handover.

  • Reusable templates with margin control
  • Line items pulled from the products and specifications catalogue
  • Client-safe version that withholds pricing
  • Approved quotations convert into projects

Works with

Modules are integrated by default — these share the same records.

M-12

Products & Specifications

Every material, finish and fixture in one catalogue.

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M-04

Project Planning

The plan and its progress, one record.

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M-08

Invoice Generation

GST-ready, raised against the project it belongs to.

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Quotation Builder is one of 16 modules, all sharing one login, one customer and one chart of accounts.

Book a Demo All 16 modules