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Business supplies and services: Quotation software for office fit-out companies

Quotation software for office fit-out companies that brings furniture configurations, quantities per zone, installation and delivery into one proposal, tied to the floor plan version it is based on.

Quotation software for office fit-out companies. A quotation that brings assumptions, calculation and approval together. Example with demonstration data.

Where quotes for office fit-out companies get stuck.

A quote from office fit-out companies runs to dozens of lines: desks with a particular top size and frame, chairs in a chosen fabric, storage, acoustic panels, phone booths and cable management. Each line follows from a manufacturer configuration, and a small change to the layout alters quantities across several lines at once. Advisers work with configurator exports they merge by hand. When the client drops a meeting room or moves a department, it is no longer clear which quote belongs to which drawing. Installation, carrying furniture up to a high floor and removing old furniture are sometimes forgotten or counted twice. Meanwhile the client compares with another firm on the total price without seeing what is in it.

Quotation software for office fit-out companies

Example
  1. 1

    Start from the layout

    Done

    Every quote starts from a version of the floor plan with zones and furniture codes.

  2. 2

    Price configuration and installation

    In progress

    For each piece the configuration is recorded, such as top size, frame colour, fabric group and accessories, with the purchase price from the manufacturer price list.

  3. 3

    Record the proposal per zone

    Next

    The proposal shows the price per zone and in total, with the matching floor plan.

From enquiry to signed quote.

Start from the layout

Every quote starts from a version of the floor plan with zones and furniture codes. The software counts per zone which pieces are needed and turns them into lines with the chosen configuration. When the layout changes, a new quote version is created with the differences from the previous one visible.

Price configuration and installation

For each piece the configuration is recorded, such as top size, frame colour, fabric group and accessories, with the purchase price from the manufacturer price list. Installation is priced per type, with surcharges for things like a building without a lift or working outside office hours. Removal and storage of existing furniture appear as separate lines.

Record the proposal per zone

The proposal shows the price per zone and in total, with the matching floor plan. The client can approve per zone or choose an alternative, for example a simpler chair for hot desks. The approval is recorded against the layout version, so ordering and installation work from the same assumptions.

Alongside your calculations and price lists.

Prices and configuration rules come from the furniture manufacturers, through price lists or their configurators; those remain the authority on what is technically possible. The floor plan comes from the fit-out company's drawing software. The quotation software connects the two and manages the company's own rates for installation, transport and removal. An approved quote becomes the basis for orders with manufacturers and later for the invoice in the accounting package.

Quote per zone or as a total

A quote per zone shows the client where the money goes and makes it easy to save in one area. A single total is shorter and suits clients who mainly want a final figure. Working per zone requires a well-structured layout, but makes later changes much easier to follow.

Installation included or listed separately

Folding installation into the furniture price makes comparison with online shops harder, but stops the client thinking they can assemble it themselves. Listing it separately shows the value of the work, but invites negotiation. What matters is that special conditions such as weekend work or no lift are always visible on their own line.

One manufacturer or a mix

Everything from one manufacturer gives a consistent look and simpler ordering. Mixing brands can give a better price or a better chair, but needs coordination on colours and lead times. The quote can show the manufacturer per line, so the client sees why a combination was chosen and what it means for delivery.

What we prepare in the quotes.

From the start the quoting software works from a layout version, configurations per furniture item, installation, transport and removal, and records approval per zone with online signing. We recalculate two situations together: a simple floor with fixed workstations, and a project where the client drops a meeting room after the first quote. Reading configurations from manufacturer configurators and orders per manufacturer from a signed quote can be switched on once the quotes hold up in practice.

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How do we keep quotes and floor plan versions together?

Every quote is linked to a version of the layout. When the floor plan changes, the software creates a new quote version with the differences shown. An approval always applies to that combination of quote and drawing, so there is no doubt later about what was ordered.

Can we combine prices from different manufacturers in one quote?

Yes. Each line has its own manufacturer and price list. The client sees one proposal, while internally the system tracks what needs to be ordered from each manufacturer. Price changes from a manufacturer only affect new versions, not a quote that has already gone out.

How do we price installation in a building without a lift?

For each building you record the special conditions, such as no lift, a limited loading window or work outside office hours. The software adjusts installation rates accordingly and shows that as a separate line. The client sees why installation costs more and can choose a different schedule if that helps.

What if the client has a different budget per zone?

Then an alternative can be offered per zone, for example a premium finish for the boardroom and a simpler range for hot desks. The client sees what the difference means for each zone. The total updates based on the choices they make zone by zone.

Quotes that match the work.

Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.

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What you want

Quotation software for office fit-out companies: furniture configurations, installation and delivery per zone in one proposal, tied to the layout version.

Parts
  • Start from the layout
  • Price configuration and installation
  • Record the proposal per zone
What happens next
Intakenow, a few minutes
Call and demoafter our reply
Setuptogether with you
Liveonce everything is ready
Price Investment and licenceA one-off investment in your software and a fixed monthly licence for hosting, updates and support. You hear the amounts in the call.

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