easivaroQuotes take too long
Look up a product code once and reuse the description, quantity and agreed price in a quotation instead of copying between files.
CUSTOM QUOTING & PRICING WORKFLOWS
Spend less time
preparing quotes.
Preparing a quotation should not mean searching several price lists, retyping product details and checking every calculation by hand. We can design a quoting tool around your products, customers and pricing rules, using an approved Excel or CSV list, a database or another agreed source.
WHERE QUOTING GETS SLOW
Fix the steps that cost you time.
The wrong price gets used
Plan customer price lists, quantity breaks, product options and discount rules, with checks for missing or outdated information.
Documents do not match
Reuse approved quote information in order forms or delivery notes when the workflow needs it, keeping a clear review step before sending.
BUILT AROUND YOUR PRICE LIST
Keep control of how prices are used.
We review product codes, units, customer-specific prices, discounts, GST presentation and what happens when a price is missing. Price-list imports need a defined format and validation before they replace approved data.
The solution could be an improved Excel quotation template, a Microsoft Access quoting database or a shared web application. We agree user access, quote numbering, document layout, revisions and any ongoing costs before building. Important quotes should still be reviewed before they are sent.
Questions about quotation automation.
Can you create quotations from an Excel price list?
Yes, we can scope an Excel or CSV import with product-code matching and checks for missing or duplicate records. Customer pricing and document output are agreed around your actual process.
Can one tool handle different customer prices and discounts?
A custom tool can apply defined pricing rules, including customer price lists or quantity discounts. We first resolve which rule takes priority and how exceptions are reviewed.
How much does a custom quotation tool cost?
There is no fixed price that fits every quoting process. The number of users, data sources, pricing rules, documents and integrations affect cost. Tell us your current workflow and budget so we can propose a focused scope and explain any ongoing fees.
Can a quote become an order or delivery note?
We can scope reuse of approved information across quote, order and delivery documents. Connecting existing software depends on its available integration options and authorised access.
START WITH ONE QUOTE
Show us the step you want to simplify.
Describe your process or provide a redacted example. Leave customer details and confidential prices out of the first brief.