Pro · coming soon
Quote management for job shops
Keep track of all requests and quotes. The list on the left shows customer, status and costed lines; on the right you open the quote with its process bar. Green means done, orange shows missing details, dark blue the current step.
List and detail side by side
Search by quote, customer, reference or part and switch directly between quotes. On a phone, list and quote are shown as separate pages.
One quote, four clear steps
Overview & documents, detail review, costing, and questions & approval. Each step shows what is available and what is missing – such as a missing material, an open due date or lines without a calculation.
- Create a new quote with AI from the drawing or manually in four steps.
- Assign a reviewed unit-cost calculation to every line.
- Document questions, revisions, technical and commercial approvals.
Customer-ready output
Export the quote as text, CSV or print view with selling prices. Internal hourly rates, cost components and private documents stay internal.
Frequently asked questions
Do I need Pro for quote management?
Yes. Saved quotes, private documents, AI analysis and approvals belong to Pro. The calculation itself is free with the quote bot and the individual calculators.
Are quotes sent automatically?
No. Sending, the customer portal and approvals are explicit actions. A calculation or AI analysis does not grant an approval.