The problem
LM's quotes lived in a spreadsheet held together by macros. It was slow, every quote came out a little different, and it couldn't grow. It was only a form: no client records, no item catalogue, no auto-fill. Every quote started from typed text.
What we built
A web platform that runs LM's whole quoting process.
- Quotes in minutes: pick items from a catalogue, set quantities and prices, and totals, management fee, discount and 15% VAT calculate themselves.
- No more numbering mistakes: each client gets its own quote prefix, and numbers are assigned automatically with no duplicates.
- Branded output in one click: a print-ready quotation with logo, terms and totals, ready to send as PDF.
- Profit visible while quoting: a staff-only margin view shows cost and margin on every line, and never appears on the client's copy.
- Every client in one place: contacts, default terms and full quote history with totals, value and spreadsheet export.
- Right access for the right people: managers quote for their own clients, admins control everything else.
The outcome
3 to 4 project managers produced 81 quotes and added more than 20 clients, cutting the time to build a quote by more than half.
Screens
