Custom Quoting

Complex Quotes in Simple Systems

For businesses selling complex products or services, quoting is rarely as simple as picking a price from a list. Every job can involve different requirements, materials, labour, suppliers, margins, discounts, dependencies and exceptions. 

As that complexity grows, quoting often ends up relying on spreadsheets, manual calculations and knowledge that lives in the heads of a few key people. Then the moment a customer asks for a second or third version, things can become messy very quickly — with multiple files, outdated numbers and no clear source of truth. 

Even once a quote is accepted, the information often still needs to be manually re-entered into accounting or job management systems. The result is a process that can be slow, inconsistent and difficult to scale, with too much time spent rebuilding information, too much room for mistakes, and too much risk that something important gets missed.

Custom Systems to Suit Your Business

Our solution is to build a custom quoting system specifically for your business and the way your team works.

Rather than asking you to adapt your quoting process to fit a generic SaaS platform, we build the software around your existing products, services, price books, customer data, business rules, margins and approval processes. The result is a quoting workflow designed for the complexity of your unique business, rather than a one-size-fits-all system you have to work around.

Our custom quoting systems handle quote creation, revisions and version history in one place, replacing the usual mess of spreadsheets, duplicated files and outdated documents. 

In addition, these systems also generate professional quote documents, send them to customers for review and electronic signing, and once accepted, push the relevant information directly into your accounting, job management or other business systems, if necessary.

The end result is not another subscription tool added to your stack. It is a purpose-built quoting system designed around your business, your data and your processes, making complex quoting faster, more consistent and much easier to manage from the first draft through to an accepted quote.

Step 1: Audit & Structural Discovery

We start by understanding how your quoting process works today.

That means looking at how quotes are currently created, where pricing comes from, how margins and approvals are handled, what data is involved, how revisions are managed, and what happens after a quote is accepted.

This step is important because every business handles quoting differently. Before we build anything, we need to understand where the complexity actually sits, what is slowing your team down, and what needs to be preserved in the final solution.

From there, we define the structure of the system, any integrations required, and the exact scope of what we are going to build.

Step 2: Custom Architecture & Automation Build

Once the process is mapped out, we build the quoting system specifically around your business.

This generally includes bringing together your products, services, price books, customer data and quoting rules, building the user interface your team will work from, setting up versioning and approvals, generating quote documents, and connecting the system to your accounting, job management or other business platforms.

We then build and test the system using real examples from your business so that it reflects the situations your team actually deals with, rather than an idealised version of the process.

Throughout the build, we work closely with your team to refine the workflow and make sure the system remains simple to use, even when the quoting process behind it is complex.

Step 3: Deployment, Validation & Handover

Once the system is built, we validate it against your existing quoting process and run it through real-world scenarios before putting it into production.

We make sure calculations, pricing rules, document generation, integrations and approvals are all working as expected, and work with your team to resolve any edge cases that come up during testing.

Once everything is ready, we deploy the system, help your team transition onto the new process, and provide the documentation and handover required for ongoing use.

The goal is not just to deliver working software, but to leave you with a quoting system that fits naturally into your business and can continue to evolve as your requirements change.