Quoting and Estimating Systems
Custom-built quoting tools to simplify complexity and reduce manual effort
What it Solves
When quoting work is slow, inconsistent, or error-prone, it costs you more than time — it can cost you the job. Clients expect speed, accuracy, and confidence in your pricing. But if you’re juggling spreadsheets, supplier emails, or ad-hoc processes between departments, mistakes creep in and opportunities are lost.
We build quoting systems in Claris FileMaker Pro® that do more than generate a number. They coordinate input from multiple departments, track revisions, automate PDF generation, and prepare downstream data for purchasing, production, and project handoff — all in one place.
What We Built
Every quoting system is unique to the client, but they all share the same goal: reduce friction, eliminate duplication, and make it easy to go from “first idea” to “final invoice.”
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Some clients needed product-based quoting, others time-based.
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Some quotes required specialist input from different teams.
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All needed version control, approval flows, and clarity.
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The systems we built ensured pricing was accurate, printable, repeatable — and easy to turn into supplier orders or internal work plans.
Each system tracked the history of every quote, including revisions, pricing changes, and the version that won the work. When the quote became an order, the system already had the data needed to move into production or purchasing — no re-entry required.
Real-World Examples
2Teck – Building Services Quoting and Estimating System
Multi-division quoting for Electrical, Plumbing & Heating, Air Conditioning, and Communications. Each team contributed technical specs and pricing, with labour costs calculated based on skills required and site constraints. The system tracked revisions and fed successful quotes straight into supplier order generation and job costing.
Coexistence – Contract Furniture Specification & Quote Builder
Quotes were assembled from over 2,000 supplier options, with consultants choosing based on design fit and lead times. The system presented prices by room or area, handled quantity-based discounts, tracked design revisions, and helped consultants understand pricing shifts as selections changed. Outputs were clean, clear, and client-ready.
Winch Design – Design Services Quoting
Quotes based on interior design time per cabin or zone, with adjustments for space complexity and quality. Real-time updates ensured budgets stayed aligned with evolving client needs. Outputs included summaries by area or full breakdowns by space.
Winch Design – Interior Fitout Procurement Quotes
Three-phase quoting: budget estimate, supplier quote gathering, and final cost tracking. Products were quoted, sourced, and approved via linked supplier spec sheets. Once approved, supplier orders were generated automatically. Final invoice reconciliation showed any pricing differences and provided full traceability.
Why It Works
These quoting systems weren’t off-the-shelf. They were custom-built to reflect each client’s workflow, decision-making process, and margin model. The result? Less time quoting, fewer mistakes, faster wins — and a clear path from quote to action.
Want a Smarter Quoting and Estimating System?
If your quoting process is clunky, inconsistent, or dependent on the memory of a key staff member, let’s talk. We can design a system around the way you work — one that grows with your business and saves hours every week.
