Quoting
Quote complex work accurately, every time
Build quotes from your own catalogue, labour rates and supplier costs. Toolbase calculates markup, discounts, GST and margin as you go.
The problem
Quotes built in spreadsheets are slow and inconsistent
Every salesperson has their own version of the spreadsheet. Prices are out of date, margin is a guess, and a quote that takes two days to send often loses to the one that arrived the same afternoon.
How Toolbase solves it
A quote calculator built around how your industry prices work
Toolbase holds your products, labour, equipment and supplier costs in one catalogue. Quotes are assembled from it using your pricing rules, so every quote is consistent and you can see the margin before you send it.
Capabilities
What you can do with Quoting
Product catalogue
Quote from your own products with images, descriptions and categories.
Labour rates
Price labour by category, such as tradesperson, apprentice or after hours.
Materials and equipment
Include materials, plant and equipment hire alongside products.
Supplier costs
Hold cost prices by supplier so margin is always based on real costs.
Markups
Apply markups by product, category or quote.
Margin calculations
See cost, sell price and margin on every line and on the whole quote.
Discounts
Apply discounts with a clear view of what they do to margin.
GST
GST is calculated and shown the way Australian customers expect.
Regional rates
Use different pricing for different regions or travel zones.
Quote templates
Start common jobs from a template instead of a blank quote.
Industry templates
Begin with a quote structure designed for your industry.
CSV imports
Load and update products and prices in bulk from CSV.
Custom fields and formulas
Capture the inputs your pricing depends on and calculate from them.
Proposal generation
Turn the finished quote into a customer-ready proposal.
Workflow example
A quote from site visit to sent
- Start from the deal
Customer and site details are already filled in.
- Pick a template
Choose the template closest to the job.
- Add products and labour
Select from your catalogue and adjust quantities.
- Check margin
Review cost, markup, discount and margin before sending.
- Send
Generate the proposal and send it to the customer.
- Track
See when the quote is viewed, accepted or declined.
Connected
Quoting works with the rest of Toolbase
FAQ
Quoting questions
Is there a limit on the number of quotes?
No. Toolbase pricing is based on the platform, users and modules. You can send as many quotes as you need.
Can each industry have a different catalogue?
Yes. Catalogues, labour categories and quote structure differ between industries and between businesses.
Can I import my price list?
Yes. Products and prices can be imported and updated from CSV.
Can I see margin before I send a quote?
Yes. Cost, sell price and margin are shown on each line and for the whole quote.
See Quoting configured for your business
Tell us your industry and we will show you Toolbase set up the way you work.