A good quote decides whether you win the job. Anyone still calculating in Word loses time and projects to competitors who quote in hours rather than days. This overview shows what quoting software must do and how the investment pays off.
A good tool covers the entire quotation workflow, not just price calculation.
Take the BOM directly from the installation plan — no retyping.
Connection to Sonepar, Famo, Rexel: daily-current prices, availability checkable.
Standard times per task (set socket, switch, m of cable laid).
Standard phrasing for T&Cs, notes, service descriptions.
Professional layout with logo, footer, attachments — no manual Word editing.
Which quote is open, accepted, declined? Pipeline overview.
Create or import the installation plan in the tool. A few clicks to the BOM.
BOM generated automatically with current wholesaler prices.
Software suggests times per position — adjust manually if needed.
Overhead, risk, profit, discount — all in one dialog.
Layout, customer data, attachments automatic — directly via email.
Standard, Comfort, Premium in one quote — customers say 'no' less often.
What's included, what isn't — avoid disputes, bill change orders cleanly.
30/40/30 models, progress invoices, final invoice — all pre-configured.
System reminds after 7 days if customer doesn't reply. Active follow-up increases win rate by 30 %.
A rough example calculation: ROI is usually reached after a few projects.
| Scenario | Manual | With software | Saving |
|---|---|---|---|
| Time per quote | 4-6 h | 30-60 min | 3-5 h |
| Calculation errors | 5-10 % | < 1 % | Margin |
| Win rate | ~30 % | ~45 % | +50 % |
Only price tables used
Pure Excel templates aren't real software. A professional tool has pipeline, tracking and wholesaler integration.
No plan integration
If quoting software and plan tool are separated, you maintain things twice. Prefer integrated solutions.
Too few standard texts
Text blocks aren't luxury but necessity. Writing every quote from scratch wastes hours.
Anyone writing quotes in days instead of hours loses jobs to competitors. Good software today isn't luxury but a precondition for modern order processing.
💡 Tip: Choose software that combines plan, BOM and quote in one workflow — interfaces always cost time.
myElectricPlan generates BOM and quote from your installation plan in one step. With current wholesaler prices.
Create quote online now