Custom applications across Canada · Quoting
Custom quoting software calculates your prices from your products, your options and your rules, produces a polished proposal and turns it into an order when the customer approves it. No more prices copied from a list and orders retyped by hand. It is the kind of tool we built for Pavar.
Where quoting gets stuck
When your products have options, dimensions or prices by quantity, every quote turns into a math exercise. In Excel, it depends on fragile formulas and on the person who knows them. A pricing mistake comes out of your margin; a slow quote gives a competitor time to answer first.
Off-the-shelf quoting software works well for standard products. It runs out of steam when your rules fall outside the box: an option that rules out another, a price that depends on several factors, a discount reserved for certain customers.
In Quebec, the language of your documents matters too. Quebec’s Charter of the French Language requires, among other things, that invoices be written in French, as well as purchase orders and catalogues available to the public; another language is still allowed if the French version is accessible on terms at least as favourable. Software that produces your documents in both languages, from the same catalogue, takes this into account without double work.
A quote’s path
What the software includes
We start from your current quotes: the file, the template, the rules your salespeople know by heart. The software takes them over, then applies them to every quote.
Products, options, allowed combinations and exclusions: the logic of your offer is programmed once, for every salesperson.
Catalogue · Options · RulesPrice grids, quantities, discounts by customer or by volume: the calculation follows your rules, and a price change applies everywhere.
Price grids · Discounts · MarginsThe document is polished, in your colours, in French and in English as needed. The customer opens it from a link rather than as an attachment.
Templates · Languages · Customer linkSent, viewed, approved, to follow up: you see where every quote stands, and follow-ups can go out on their own.
Statuses · Follow-upsWhen the customer approves, the order picks up everything: products, options, prices, notes. It can then move on to production or accounting.
Order · Production · AccountingOnce delivered and paid for, the software belongs to you: the code, your catalogue, your pricing rules and the history of your quotes. No per-salesperson licence, no mandatory subscription.
Case study · Pavar
Pavar builds chairs and banquettes for restaurants across North America. Its proposals were prepared in Excel, work that took hours. In the application, products and options feed the proposal; the customer approves it online, and the order becomes a production project.
Read the Pavar case studyPreparing a proposal used to mean working in Excel. Now our products, the client’s choices and the details of their order all live in the application. We save time, and we move forward with far less risk of error.
Maria IermieriVP Sales and Marketing and Co-owner, PavarBefore you start
If you sell standard products at fixed prices, off-the-shelf quoting software will probably do the job, and we will tell you. Custom is worth the investment in these cases:
Frequently asked questions
Off-the-shelf software imposes its own product and pricing structure. Custom software starts from yours: your options, your exclusions, your price grids. If an existing tool covers your need, it is often the best choice, and we will tell you from the start. Our guide custom application or SaaS software helps you decide.
Yes, depending on what each system allows: an API, an import or an export. The goal is that information entered in a quote never has to be retyped.
Yes. The catalogue is kept in both languages and each document comes out in the customer’s language. For invoices and for purchase orders available to the public, Quebec’s Charter of the French Language requires the French version to be accessible on terms at least as favourable.
A first working version is usually ready in about eight weeks. The price depends on the number of products, the rules to program and the integrations; the proposal sets the scope and price before work begins. Also check whether government support for digital transformation is available to your business: programs change often. Our guide to the cost of a custom application explains what makes the price vary.
You do. Once delivered and paid for, the software belongs to you, with its code, its data and its access, with no licence to renew. Documentation and hosting are planned in the engagement. Our guide who owns the code explains what a contract should cover.
Let’s talk about your quotes
The file, template or software you use today is enough for a first conversation with François. Together, we will see what slows your quotes down and what is worth building. The first conversation comes with no commitment.
