Connect the calculation to the proposal people approve.

Quote and estimate builders

Capture the inputs staff need, guide valid selections and show what is missing. Support agreed quantities, optional work and clear exclusions.

Pricing rules and calculations

Translate approved formulas, rate tables and adjustment rules into testable calculations. Agree rounding, effective dates and who can change a rate. Financial and tax rules must come from the responsible adviser.

Proposal documents and review

Generate a readable proposal from the quote, with maintained wording and a version identifier. Route discounts or unusual terms to an authorized reviewer.

Acceptance and follow-up

Track sent, revised, expired, declined and accepted proposals. An acceptance should refer to the specific version shown to the customer. Message timing and recipients need explicit rules.

Accepted-work handoff

Pass agreed details to a CRM, project or accounting system where supported. Detect repeated acceptance events so the same work is not created twice.

For the wider document lifecycle, see document workflow automation.