Quoting software
Quotation Software – quote, win and invoice in one system
Quote from your product list with each customer's own prices, build up a one-off job from materials and labour, and turn the accepted quote into the order and invoice without typing it again.
Start from wherever the work starts
Five easy ways to create quotes
Every quote is saved as a draft, ready for you to check and send as a PDF with your logo.
From the product list
Add the products and choose the customer. Their agreed price and the last price you charged them show under each line.
From an enquiry
On a CRM lead, New quotation opens with the customer and what they asked for already filled in.
See the CRMA one-off job
Build the price up on the line from materials, labour and your markup. Only your team sees the breakdown.
From how it is made
For products you make, Quote this on the product flow prices the job from the recipe, with your markup or margin.
See the product flowFrom another quote
Make an option for the same customer, a copy for another customer, or a new version with a reason.
Customer prices
Customer-specific pricing, applied automatically
A price per customer
Their own price for any product, with start and end dates if you like.
Fills in by itself
On their quotes, orders and invoices, marked "Customer price".
Every change logged
Who changed it, when, and the old and new price.
The yearly increase
Put up several customer prices at once by a percentage.
For things you make
Accurate job pricing from your bill of materials
The bill of materials prices every material from what your stock really cost and adds the labour for each step, allowing for waste. The cost per unit is one you can quote from.
Then the job card tracks the real cost against that plan, so you learn whether the quote was right.
See bills of materials and job costingAfter the yes
The accepted quote becomes the order and the invoice
Nothing is typed twice. The same customer, products and prices carry through.
Quick calcs
Work out prices without leaving the quote
Each quotation has its own spreadsheet that slides out beside it, already filled with the quote's lines and totals. Work out a price, then right-click to use it as a line's unit price, quantity or description.
- Excel-style formulas
- Updates as the quote changes
- Shared by everyone on the quote
- Paste rows, turn them into lines
Common questions
Is quoting included in the Vali Business price?
Yes. Quotations, customer prices, sales orders and invoicing are part of Vali Business, with stock, manufacturing and accounting, at one monthly price and no per-user fees. See pricing.
Can each customer have their own prices?
Yes. Give a customer their own price for any product, with dates if you like. It fills in by itself on their quotes, orders and invoices, and every change is logged.
Can I quote a one-off job that is not in my product list?
Yes. Build the price up on the quote line from materials, labour and your markup. Your customer sees the line, and only your team sees the breakdown.
What happens when the customer accepts?
Turn the quote into a sales order and then an invoice, with the same customer, products and prices. Manufacturers can start the job card from the sales order.
Do quotes go out as a PDF?
Yes. Quotes are emailed as a PDF with your company logo, and every quote stays on the customer's record.
Send your first quote from Vali
Click around the demo company yourself right now, or book a guided demo on a video call and we'll walk you through quoting a job from start to invoice.