To streamline our quoting process and ensure accuracy across projects, I’m looking to implement a Pricing Structure System that will help us generate professional PDF quotations with ease.
What We Need: We want a tool or system that allows us to:
Select materials, labour, and other cost items from a maintained database.
Input and update prices in the background, including material costs, labour rates, and markup percentages.
Auto-calculate totals based on item selection and markup rules.
Generate clean, branded PDF quotations for clients quickly.
How It Should Work: I will maintain a master database of costs (materials/labour/markup).
The system should allow team members to build quotes by selecting relevant items.
It should then automatically apply markup, calculate totals, and allow the final quote to be downloaded or sent as a PDF.
If you’ve worked with or developed something like this before, or have suggestions on tools, platforms, or workflows that could help, I’d love to hear from you!
Let’s make quoting faster, clearer, and more professional
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