SpudERP
Faster Quotes. Fewer Errors. More Wins.
SpudERP’s Quote Builder ensures every quote you send is accurate, approved, and on brand—without wasting time or leaving money on the table.
What It Does
Pulls real-time labor, material, and margin data
Applies standard pricing rules and discount structures
Manages internal approvals before quotes are sent
Standardizes quoting across your team
How It Integrates
CRM / Sales – Quotes are directly linked to each sales opportunity
Inventory Management – Pulls current pricing and availability
Accounting Systems – Syncs won quotes with invoicing in QuickBooks, NetSuite, or others
Data It Tracks
Quote line items and pricing
Approval status and history
Estimated delivery timelines
Discount and margin details
Why It Matters
Reduces quoting errors and pricing mismatches
Automates follow-ups on open quotes
Gives leadership visibility into quote volume, status, and performance
Helps improve quote-to-close rates with consistent processes
Dashboards & Reports
Quote Win/Loss Analysis – Understand close rates and deal quality
Quote Pipeline Report – Track open, pending, and sent quotes
Average Time to Quote – Measure quoting speed
Margin Tracking – Monitor profitability per quote