Custom applications across Canada · Quoting
Custom quoting software.
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.
Let’s talk about your quotesSee what the software includes- Prices calculated by your rules
- The approved quote becomes the order
- You own your code and your data
Where quoting gets stuck
A slow or wrong quote costs you twice.
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
- 1ConfigurationThe salesperson picks products and options; your rules validate each combination.
- 2PriceThe price is calculated from your price grids, the quantities and the discounts.
- 3ApprovalThe customer opens the quote from a link and approves it online.
- 4OrderThe approved quote becomes an order, with no re-entry.
What the software includes
Your way of selling, programmed once.
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.
Your catalogue and your rules.
Products, options, allowed combinations and exclusions: the logic of your offer is programmed once, for every salesperson.
Catalogue · Options · RulesPrices calculated, not copied.
Price grids, quantities, discounts by customer or by volume: the calculation follows your rules, and a price change applies everywhere.
Price grids · Discounts · MarginsA proposal that looks like you.
The 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 linkTracking for every quote.
Sent, viewed, approved, to follow up: you see where every quote stands, and follow-ups can go out on their own.
Statuses · Follow-upsFrom quote to order.
When 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
A proposal built from the catalogue.
Approved online by the customer.
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 study
Preparing 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 · Co-owner · PavarBefore you start
Custom makes sense when your rules fall outside the box.
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:
- Your products are configured, with options that depend on one another.
- Your prices vary with several factors: quantity, customer, materials, lead time.
- Preparing a quote takes someone who knows the file’s pitfalls.
- After the customer’s “yes”, the order is retyped into another system.
Frequently asked questions
Your questions about quoting software.
How is it different from off-the-shelf quoting software?
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.
Can quotes connect to our accounting software or our CRM?
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.
Can quotes come out in French and in English?
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.
How long does it take and how much does it cost?
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.
Who owns the software?
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
Show us your latest quote.
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.
