Cost, markup and margin calculations
Work from current company records, review exceptions, and retain the result in the same workspace.
BUSINESS QUOTING SOFTWARE
Business Quoting Software with Cost and Margin Checks
Create customer quotes from products or templates, review costs and margins, and retain approved revisions and customer-ready documents.
Paid checkout remains closed while payment-provider approval and final billing acceptance are pending.Review before finalizingImportant approvals remain explicit user decisions.
Safe retry handlingRepeated saves do not silently duplicate the same operation.
Company data isolationRecords and files stay inside the authorized workspace.
The complete core workflow, with common failure points handled.
Use the product without an AI provider. Optional shortcuts explain what they will change and leave approval with the authorized user.
Explicit preview of source-price refreshes
Work from current company records, review exceptions, and retain the result in the same workspace.
Retained issued revisions and PDF/CSV documents
Work from current company records, review exceptions, and retain the result in the same workspace.
ONE CONTROLLED PROCESS
Set up, process, review and retain the result.
The workspace keeps source records, corrections, approvals and exports connected so the next user can understand what happened.
- 1
Set up customers and pricing
Complete this step from the protected workspace and resolve any blocking issue before moving forward.
- 2
Build the quote
Complete this step from the protected workspace and resolve any blocking issue before moving forward.
- 3
Review cost and margin
Complete this step from the protected workspace and resolve any blocking issue before moving forward.
- 4
Issue a retained customer document
Complete this step from the protected workspace and resolve any blocking issue before moving forward.
LAUNCH ACCESS
A focused workspace for teams that need this exact process.
- Cost, markup and margin calculations
- Explicit preview of source-price refreshes
- Retained issued revisions and PDF/CSV documents
- Private company data, retained activity and standard support
- Manual core workflow works without paid AI
Common questions
Can I keep a custom price?
Yes. Manual price choices are retained. Catalog refreshes require an explicit selection and current source confirmation.
Does recording a quote as sent email the customer?
No. Sending and customer decisions are recorded manually; connected email and electronic signatures are not included.
Is customer data kept for future work?
Yes. Authorized company records, history and private-file references are saved in the protected workspace and are separated by company.
Can I buy this today?
New paid subscriptions remain closed until the payment provider approves the account and the production billing lifecycle passes final acceptance.