Quotes for contractor tenders, dealers and homeowners
We take off your hands: logging, pricing and following up enquiries from contractor tenders, dealers and homeowners, each in its own way.
You get: draft quotes for each sales route, customer orders checked against the quote and anything under your margin floor flagged, for your sales team.
Get a price for thisOr check first: Are we ready for AI?
The problem
Every sales channel quotes differently, and good leads wait days for a price.
What is in this package
- Answer and qualify website and phone enquiries quickly, routing good ones to the right person
- Raise tender queries, track addenda and show who needs to reprice
- Check customer purchase orders against the quote before accepting them
- Flag quotes and orders priced below your margin floor before they go out
- Find the closest past jobs, drawings and quotes for a new enquiry
- Price small works and repairs from photos without a site visit
- Review main contractor tender packs for supply-and-install packages
- Capture site surveys on a phone into a ready-to-quote record
- Build and update the factory production schedule against real capacity
- Main contractor package tender to priced supply-and-install quoteWhole process
- Let dealers price and order standard products themselves within set rules
- Follow up open quotes and record why orders were won or lost
- Log and check every product enquiry before it reaches an engineer
- Give customers delivery dates the factory can actually meet
- Close out each home install with sign-off, guarantee and the balance invoice
15 more parts, which a call confirms.
We price a whole package as one build (our rule). A call confirms it.
What it needs to work
- Product configurator or price lists
- CRM
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?