Estimating and quotations

Develop accurate estimates quickly and easily
Sales Quotes can be very quickly generated from a blank quote, a template or a previous quote for the same or similar part.

Simple estimates for resale or make to stock parts can be applied from list prices or calculated based on list price discounts that vary according to product, customer and/or quantity categories.

Complicated estimates for unique, one-off or make-to-order parts are just as simple and can be created on the fly or copied from existing BOM and routing records that, in turn, can be appended or modified to suit the current estimates requirements. If applicable, quantity discounts can be applied in the price build-up calculation for an assembly.

Routing labor and machine costs are automatically rolled up using the current standard operation times for each work center together with any outside processes. The user has the option of selecting the standard rate per hour currently defined for that resource - or you can override with a specific rate if desired.

Once time and material costs have been identified, selling prices based on a user defined margin can be applied to individual parts or individual margins can be applied to specific product categories within the BOM structure and automatically recalculated. The resulting price estimates can either be accepted or overridden with a more ‘commercially suitable’ price.

Keep track of your sales quotes
Once a quote has been generated, quote success is automatically maintained. sales quotes can be converted and linked to sales orders making bid win/loss analysis effortless.

Design your own quote!
It's quick and easy - after selecting from a choice of standard opening and closing paragraphs, quotation letters can be immediately produced on your letterhead and emailed directly to your customer.