Stage 2
Pricing tool & quote generator
The single highest-leverage tool we build. A mini-CRM that turns hours of manual quoting into minutes.
Timing: 3–5 weeksPricing: On request
Goal
Replace tribal pricing knowledge and scattered spreadsheets with one internal tool that produces consistent, professional quotes — fast.
Built for
- Companies where quotes depend on one person's head
- Sellers of configurable products: models, options, add-ons, install, transport
- Teams whose quote turnaround is losing them deals
What you get
- Mapped pricing logic: models, components, add-ons, install, transport, exceptions
- Calculation engine: pick model → dimensions → options → automatic total
- Quote builder: client info, project info, summary, line items, payment plan
- Branded PDF generator: your visual identity, specs, terms, exports in one click
- Future-ready architecture: CRM, web inquiry sync, pipeline analytics
How we build it
1
Workshop: we map every pricing rule, exception and edge case with your team
2
Calculator prototype reviewed against real past quotes
3
PDF design iterated until it looks like something you're proud to send
4
Internal training + documentation so the whole team can use it day one
Outcome
Quotes go out in minutes instead of hours. Pricing stays consistent. The business is no longer dependent on one person to sell.
Get a proposal
Book a free 30-minute strategy call. We'll map your needs and recommend the right stage to start with.
Book a Call