Quoting Software

Solutions to help you succeed

Not all shop management systems are created equal

Quote Processing for Manufacturers

Quote Processing with JobBOSS²

Never Lose a Job Again Because of Delayed Quotes

The simple fact is that delayed quotes result in lost business. Responding quickly is the foundation of customer satisfaction and loyalty, and is a core value in the JobBOSS² way of business.

Having immediate visibility into true labor and materials costs gives you increased accuracy and confidence in your quotes – as well as increased overall control of your business profitability. By ensuring costs are documented, your estimators have the most current figures at their fingertips, so profitability is no longer a guessing game, and employees aren’t relying on a colleague’s memory to quote a job.

With JobBOSS² Quote Processing, you know your submitted bids are competitive, while providing the margin to keep your business profitable.

"We enter part numbers in the system and put the pricing on steel. When we enter the quote, it's very efficient. When we get a purchase order, it changes a quote over into an order and processes it through shipping, pulling, inventory, shipping a job, and billing." - Dennis Pauly, Accurate Gear

JobBOSS² Quote Processing sets the foundation for the best start to each job, allowing you to:

  • Produce quotes accurately and faster than ever before
  • Pull from part history, copy quotes into new orders, and create repeat quotes with ease
  • Check inventory of parts, materials and purchase history during quoting process
  • Forecast profit margins by factoring in every aspect of part cost including routings, labor, materials, quantity breaks, and more
  • Handle multiple quantities—alternate routing, material price breaks and subcontract costs
  • Provide a quick quote or a detailed quote, for single-level and multi-level assemblies
  • Copy data automatically to a job—no re-entry of part information is required
  • Share the quote with the customer via e-mail or fax, without ever leaving JobBOSS²
  • See your win rate, and share that detail with sales to understand which quotes turn into sales

Key Advantages

  • Calculate highly competitive quotes accurately and fast.
  • Check inventory of parts, materials and purchase history during quoting process.
  • Gain insights into the profit margins with parts costing.
  • Deliver quick, detailed or multiple quotes.
  • Optimize sales with clear insight into your win rates.

Leverage efficient estimating and quote processing functionality with JobBOSS²

  • Deliver quick, detailed, or multiple estimates and quotes.
  • Generate quick estimates by using pre-set rates. Burden Rate, Labor Rate, Quantity Breaks, Set-up Time, Run/Cycle Time, Outside Services, Sales Commission can all be pre-set. Change rates on the fly for rush orders or special needs.
  • Quickly create quotes from estimates with a single mouse click. Fax or email quotes directly from your workstation to get an estimate in the customer’s hand as soon as possible.


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