Are your quotes built in spreadsheets and Word templates?
- Only one or two people know how to price a job properly
- Pricing lives in a spreadsheet that keeps getting copied
- Material prices are out of date by the time you quote
- Discounts go out without anyone approving them
- Quotes look different depending on who wrote them
- Nobody follows up a quote until it's too late
A custom quoting system is the answer
Every business prices its work differently. Your products and options have their own rules, your quotes need to look and read a particular way, and they follow your approval process. Off-the-shelf quoting software gives you its version of all three. A custom quoting system is built around yours.
- Roof area
- 84 m², 5° pitch
- Sheeting
- Colorbond, Surfmist
- Purlins
- C150, 9 lengths
- Margin
- 28%
- Valid until
- 21 November
Your data
Products, options, dimensions, supplier prices and margins that depend on the job. Your quoting system stores them the way they really are, so pricing rules are calculated rather than remembered.
Displayed your way
Quote lists, line items and reports laid out the way your team thinks about a quote, so the next follow-up and the biggest open quotes are on one screen.
Following your process
Your pricing checks, discount approvals and follow-ups, in your order. Every quote goes through the steps you already use, so nothing goes out wrong.
Would you like to see a quoting system tailored to your business?
Show us how you quote today: your pricing spreadsheets, your templates and your price lists. In 2 to 3 days we'll show you a free mockup of a quoting system tailored specifically to your business, and how it solves your biggest problem.
Show us what you do now
A 30-minute call where you walk us through your pricing spreadsheets, templates and process.
We tailor a mockup to you
In 2 to 3 days, the key screens of your quoting system, built from your own products, pricing rules and terminology.
We show you
We walk you through it and how it solves your biggest problem. No cost, no obligation.
What your custom quoting system can do
Your pricing rules
Complex pricing, options and dimensions calculated automatically, so anyone on the team can quote accurately.
Automatic quote generation
Branded, standard quotes and line items produced in minutes, sent as a PDF and accepted online.
Product management
New and existing products, options and prices easy to add and change in one place.
Supplier quotes
Request material prices from suppliers and bring them straight into the quote.
Discount approvals
Discounts over your thresholds go to the right person to approve before the quote is sent.
Sales visits and leads
Sales visits scheduled and leads allocated automatically by territory.
Commissions
Sales commissions calculated from accepted quotes, with no spreadsheet.
Won quotes become jobs
An accepted quote hands over to ordering, scheduling and invoicing with no re-keying.
Learn more from our director
Why should you invest in a custom quoting system? After years of experience working with hundreds of different industries, hear why from OneIT's Director, David Barton.
What it does for your business
Improve efficiency
A custom quoting system automates the complex rules around quoting. That means more quotes, faster, without increasing staff, and less stress for the people who used to do it by hand.
Reduce mistakes
A pricing mistake comes straight off your margin. Pricing rules, current supplier prices and discount approvals catch errors before your customer sees them.
Complete visibility
See every open quote at a glance: what's been sent, what's waiting for approval, what's been won and who is following up what.
Standardise processes
Every quote is priced the same way and looks the same, whoever writes it. A quoting system that works to your process is like a set of guardrails, so everyone does the right thing at the right time.
- Rules-based estimatingQuotes calculated from materials of varying dimensions, and customised as needed.
- Product managementNew and existing product details easy to add and change.
- Supplier pricingAn email supplier feature to request bulk prices.
- Branded quotationsStandard, branded quotation paperwork generated automatically.
Professional, accurate quotes without manual estimating
“OneIT put together our quoting system package and we found them to be efficient and reliable. Their commitment far exceeded our expectations.”
9 happy clients, in their own words
We partner with companies of all sizes, all around the world. See what a few of them have said about our service!
OneIT put together our quoting system package and we found them to be efficient and reliable. Their commitment far exceeded our expectations. We look forward to using them again when we need to update.
Watch the video 1:39: David MarkhamBy custom building our system, we were able to break those quotes down and have a template for each one whilst all being involved in the same system.
If somebody was looking for growth in their business or wanting to put a system together, I would recommend OneIT.
Before teaming up with One IT, we were juggling our scheduling, quotes, and diary management across a bunch of different programs and paper systems. Keeping track of everything was tough and we often risked losing important info. Since we started using One IT, everything's come together in one easy system. This switch has really boosted our efficiency and improved communication between our office staff and the tradespeople on site. It's made a huge difference in how we operate daily.
I was very satisfied with the end result of choosing OneIT. Building custom software can be challenging and time consuming. To grab the vision from my head and to have it work in a practical sense on a computer took some time getting it right. The end result is a great addition to my business that helps all my staff work more efficiently and effectively. David, Yati and the OneIT staff were always very patient and helpful in seeing my vision for this custom software through to completion. I am very happy with the final product that I use all day every day which helps me run my business better than ever.
Watch the video 1:46: Kim McIntoshNow, how would I sum up my experience? Excellent. The entire team, everyone that I've dealt with has been absolutely fantastic. David I've had the privilege of spending quite a bit of time with and he's totally committed. My account manager and Kim, outstanding.
Watch the video 2:15: Digby CrawfordWe used to take approximately a day to enter around 200 orders from customers. Now the system is automatically doing it and doing it in a matter of minutes.
I have recommended Dave already and I certainly would recommend him in the future. I find them very easy to work with and they understand.
In 2004, as office manager for Limestone Building Block Co Pty Ltd, I commissioned 1IT to write software to manage inventory and sales for the Company. The system went live on 1 July 2005. I was extremely happy with the system as it allowed me to have complete control of sales. I could instantly see activities in remote locations as well as onsite. I had access to inbuilt reports as well as the ability to write my own reports. Since inception, I have had need for updates and upgrades and the staff at 1it have always been friendly, helpful and knowledgeable. Thanks you 1IT.
OneIT was very receptive to understand what we needed. They quickly delivered a system that gave us big savings on the time taken for data entry tasks. This allows us to hire more people to do more productive tasks rather than just double entry of data.
MODUS Compliance is a private building surveying consultancy which visits and assesses construction sites across WA. We needed to develop a custom application to assist in capturing our remote area audits and were referred to Dave and the team at OneIT for assistance. Right from the word go OneIT sought to understand the way our business operated and were able to offer proactive advice on how our app could operate including culling unnecessary data entry and streamlining delivery to our clients. The app went through a series of amendments as our management became more and more excited about its possibilities - Dave was always available to make the necessary adjustments and the end result is exactly what we needed. MODUS has since engaged OneIT to commence development on a second programme and can recommend their programming expertise to others without hesitation.
Book a free consultation
Contact us for a no-obligation free consultation with one of our customer service managers, who will take the time to understand what you're looking for and whether we're a good fit to provide a solution.
As well as a free consultation, we include
A little bit about OneIT
In 26 years, we've helped hundreds of companies in Perth crush their problems and jump up to the next level. We'd love to help you do the same.
- Years of experience
- 26
- Happy clients
- 500+
- Projects delivered
- 1,500+
- Staff
- 80+
- ExperienceFrom large companies to small in a variety of industries
- Complete solutionsComplementing your business strategy and integrating with your systems
- Peace of mindOne point of contact with satisfaction guaranteed
- ValueWhat you want and need, on budget and on time