Office & sales

Glass quoting software

Build a quote with every material and treatment priced automatically from your own price list, then generate offer and order documents with your branding and clause templates.

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Key capabilities

What's in the quoting & documents module

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Quote builder with auto-pricing

Add positions and the line value fills in from your maintained price list.

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Materials & treatments selection

Choose raw glass, processing and treatments per position - including insulated-glass components and IGU schemas.

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Offer document generation

Produce a clean, branded offer document straight from the quote - ready to send to the customer.

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Order document generation

Generate the order confirmation from the same record once the quote is accepted.

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Clause & T&C templates, branding

Your logo, headers and standard clauses applied to documents - set them once, reuse on every quote and order.

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Quote → order conversion

Turn an accepted quote into a production-ready order in one step - delivery address, payment terms and production-finish date carry over.

Works with

Related modules

Order management

Where an accepted quote becomes an order and runs the lifecycle.

Materials & pricing

The price list that powers automatic quoting - raw glass, IGU components and schemas.

Customer management

Customers, contacts and delivery addresses - every quote attaches to the customer record.

FAQ

Quoting & documents - common questions

Documents are generated from the order record as ready-to-send files (PDF-style printable documents) carrying your branding and clause templates.

Quoting & documents is part of the office module and available from day one - most factories are working in the system within days, once the price list and company data are configured.