Discuss your projectPrices built from documented rules with the margin in view, sign-off from the right people, and a won deal that becomes the order without re-keying. The version the customer accepted is the version that gets built.
Illustration of a quoting application built by Baybloom: quotes drafted with documented pricing rules, routed for approval, and handed into the order system when won.
Businesses that quote configured work: manufacturers, contractors, service companies with site-specific pricing, distributors with negotiated terms. The need usually appears when quote volume outgrows the estimator’s spreadsheet and the margin on approved quotes starts drifting.
The workflow
The steps we see most often in this kind of operation.
Features
Guides sales staff through valid combinations of sizes, materials, and options, so every quote describes something the operation can actually build.
Builds the price from material, labor, overhead, and freight costs, and shows margin against target before the quote leaves the building.
Applies negotiated rates, discounts, and terms for each customer automatically, so the right customer gets the right price every time.
Produces a consistent quote document with scope, exclusions, and terms from the approved version, ready to send or sign online.
Prompts sales staff when a sent quote has had no response, and records the reason when a quote is lost, which informs better pricing decisions.
Loads supplier price list changes into the cost base in one step, so quotes reflect current material costs without editing spreadsheets by hand.
Your first release
How the work runs
We start with the people doing the work and the systems around it, then write down the first release: what it includes, what it leaves for later, the integration decisions, and the acceptance criteria. Nothing is built until that scope is agreed.
We build in releases you can review as the work takes shape, using realistic data. Every release carries tests, a security review, and documentation. Integrations are tested against real records, with exceptions visible.
Your team receives the documentation, the runbooks, and the training to run the system, and we stay on for continued engineering when you want it.
Scope and price
Every project is priced from a written scope. These are the factors that move it most.
A price built from a few inputs is contained, while rules that depend on site conditions, capacity, and material choices need more discovery and testing.
Each product line or service type brings its own inputs, rules, and document layout, so covering more lines at once widens the scope.
A single threshold approval is simple, while approvals that vary by margin, customer, value, and region need a rules table and more testing.
Pushing the won quote into one order system is one integration, and feeding job costing, purchasing, and scheduling as well adds mapping and reconciliation.
Specialty fabricator
A specialty fabricator typically prices each quote from material, labor, finishing, and freight spreadsheets that only the estimator understands. The first release replaces the emailed request with a structured form, prices the most common assembly type from documented rules with the margin shown, and sends quotes above a set threshold to the owner for sign-off. The customer accepts the current version, and the won quote becomes the job without retyping. The estimator’s attention moves to unusual work, and further product lines join the same pricing rules in turn.
Questions
What buyers ask before a project like this starts.
Usually most of it can, and the rest stays as an estimator’s judgment with the reasoning recorded. The first release covers the most common line; the complicated cases follow once the simple ones are trusted.
If the CRM’s quoting fits, keep it. Fitted quoting is for businesses whose pricing depends on things the CRM does not know: site conditions, materials, capacity, negotiated terms.
Customers approve by e-signature or an acceptance step on the quote itself, recorded with the version they approved. That record replaces approval by email.
They finish in the old process. New quotes for the covered line start in the system on a chosen day, and the old spreadsheet is retired for that line once the numbers reconcile.
We work alongside the estimator on recent real quotes, write down each input and adjustment, and test the rules against quotes that already went out. Where the rules and the estimator disagree, we find and record the reason, and the estimator signs off on the result.
Yes. Material and supplier costs are held as data rather than typed into each quote. Open quotes are flagged when a cost moves past a tolerance you set, and sales staff decide whether to requote or honor the original price.
Yes. The quoting screens work on a tablet, so a salesperson can capture measurements, photos, and requirements during the visit and price the job from the same rules the office uses. Approval routing still applies before the customer receives the quote.