Quotation System

An app built around your existing estimation spreadsheets: same flexibility, but with the stability, maintainability and auditability that sharing files on a shared drive never delivers. Capture any estimation calculation your business runs, then turn it into a personalised, client-ready quotation PDF in a single button click.

Your spreadsheet flow, without the spreadsheet churn

EstiMate wraps the estimation flow your teams already run in spreadsheets and docs, but ends the copy-paste, version confusion and lost history that come with sharing files on a drive. You keep the same flexibility your spreadsheets give you, and gain the stability, maintainability and auditability that shared files can’t: every estimate, quote and customer in one place, every change tracked, nothing overwritten.

Estimate with confidence

Break work into sections and lines, price each one, and watch totals, overheads and discounts recalculate live in a familiar spreadsheet-style grid. The estimation calculation is tailor-made to your needs: EstiMate captures whatever logic, rates and parameters your business already uses, so any calculation you run today fits without being forced into a fixed template. When scope shifts, duplicate the estimate, compare versions side by side, and keep a full audit trail of what changed.

Estimate to quote, in one button click

Turn a finished estimate into a personalised, client-facing quote in a single click, no rebuilding the same quote by hand. Content management is centralized: prebuilt blocks for terms & conditions, scope of work, proposal text and other company content are ready to drop in, kept correct and up to date in one place. End users still tweak any block to their needs: edit in place, add merge variables (customer, dates, totals) that fill themselves in, seamlessly, without breaking the template.

Send it as a branded PDF

Preview the finished quotation, export a branded PDF, and send, all from the same screen. Every quote stays linked to the estimate it came from and to its own revision history. It tackles all the churn of running these flows in docs and spreadsheets: nothing gets lost between “rough number” and “signed proposal”.

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Still quoting from a shared spreadsheet?

Bring one of your estimation sheets. We'll turn it into a branded quote.

Bring your spreadsheet