Quote program: five line-item types, one document.
Fixed-price work, hourly service, stock products, customer-configured products and parts manufactured from scratch — all in the same quote, with the right pricing logic for each. When won, it turns into an agreement and project with one click.
What does Quote Management do?
Combine service, product, configured and manufactured items in one quote; generate a PDF, route for approval, convert to contract.
Fixed price, position-based service, simple product, configured product and manufacturing. Each type is calculated with its own pricing logic.
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Options are selected per customer, price calculated live. Selections carry from the quote into the work order.
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Cost and margin are visible internally only; they never appear on the PDF sent to the customer.
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Quotes above a set limit go to approval; approval history and send-back reasons are recorded.
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A branded PDF is produced with your logo and terms, sent from the system, with delivery history kept.
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A won quote turns into an agreement with one click, the agreement into a project; line items flow into the budget.
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Excel, or quote management?
How it works today
- Every quote is built from scratch in Excel
- Nobody knows if product prices are current
- Profit margin is only calculated once the job is done
- Who approved the quote, when it was sent, is unclear
- A won quote is transferred to the project by hand
With ERPKolay
- The right pricing logic per line-item type is automatic
- Prices come from the catalog, cannot be changed by hand
- Margin is visible live while preparing the quote
- Approval and delivery history is timestamped
- An agreement and project are created with one click
CRM
Customers, activities, opportunities and sales pipeline.
Project Management
Work items, time tracking and project profitability.
Manufacturing
Bill of materials, work orders, stock and cost.
Audit
Audit plan, field findings, corrective actions and report generation in one flow.
Payments
Advances, expenses, collections and due date tracking.
Field Service
Service request, technician dispatch, mobile forms and customer signature.
From contract to live, one week.
No months-long analysis phase. Standard setup finishes in five business days; data migration and training are included.
Discovery call
We decide together which modules to enable and review your current file structure.
20 minutesData migration
The records in your Excel files are migrated into the system.
1–2 daysPermissions & flow setup
Approval chains and policies are configured for your company.
1–2 daysTraining & go-live
Two live training sessions, then the system opens.
1 dayQuote program and the price-quotation process
The quote program produces the most critical document of the sales process. In most SMBs each quote is rebuilt from scratch in Excel, prices may be out of date, and profit margin is only known once the job is done. A proper quote program removes all of these risks.
Why does distinguishing line-item types matter?
When a lump-sum job, an hourly service and a physical product appear together in one quote, applying the same pricing logic to all of them produces wrong figures. ERPKolay handles five distinct line-item types, each with its own logic — so the total is always correct.
The quote-to-project chain
A quote's value emerges after it is won. Line items flow into the project budget, and because auditor/consultant rates are defined per position, the hour estimate in the quote can be compared directly with actual hours.
Frequently asked questions
What is the quote program for?
It handles preparing, approving, sending and tracking the outcome of price quotes. Instead of building each quote from scratch in Excel, prices come from the catalog and the right pricing logic is applied per line-item type.
What does a configured product mean?
A product whose options vary per customer — for example the protection class, dimensions and accessories of a control cabinet. The configurator calculates the price live as options are chosen.
Can the quote PDF be branded?
Yes. A PDF is produced with your logo, contact details and quote terms, then sent from the system with delivery tracking.
Does the customer see the profit margin?
No. Cost and margin information is shown only to authorized users, inside the system; it never appears on the PDF sent to the customer.
What happens when a quote is won?
The quote is converted to an agreement with one click; the agreement can then become a project. Line items flow into the project budget.
See Quote Management with your own data.
We prepare a live demo with sample data from your sector. Not a sales pitch — the screens themselves.
Book a demo →