Guided quoting
Prompt-based or guided — not a maze of tabs. A clear flow the team can follow without opening Excel.
Home / Quoting
For trade and SME shops
Replace the quoting spreadsheet only one person can touch.
If quotes live in a fragile Excel file — and half the team is reluctant to open it — you are leaving money and time on the table. We build a custom web quoting application around your real logic: materials, labour, markups, options. The whole team quotes accurately. You stay in control.
Get in touch
A conversation about whether a custom quoting application is the right next build — and what delivery would look like.
The bottleneck
The “only I can quote” problem
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01
The quote calculator is a complex Excel workbook only one owner or estimator trusts.
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New staff cannot quote without hovering over someone else’s shoulder.
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03
One wrong cell means the wrong price, an angry customer, or margin gone.
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04
You are afraid to change the sheet because it might break.
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05
Quotes take too long when the phone is ringing and jobs are waiting.
That is not a spreadsheet problem. It is an operations risk dressed up as a spreadsheet.
The work
A custom web quoting application, built around your logic
Your rules, encoded
Materials, markups, labour, and edge cases live in the application — not in tribal knowledge.
Anyone trained can quote
Accurate quotes any trained team member can produce, with the same rules every time.
A testing bench
Dashboards and a place to refine rules as the business evolves, without breaking a fragile workbook.
Hosted and maintained
Not another file on someone’s desktop. We host, back up, and monitor the application so it stays available.
Case study — Vital Image Graphics
“He didn’t just replace a spreadsheet; he built a future-proof tool.”
Scott & Jo — Owners, Vital Image Graphics
“Sam has been instrumental in modernising our business operations. We initially approached him with a complex, ‘work-in-progress’ Microsoft Excel quote calculator that was so intricate I was the only person capable of using it. Sam took the time to deeply understand our logic covering everything from engraved plastics to stainless steel and vinyl and built a custom, web-based interactive application.”
“What was once a manual bottleneck is now a streamlined, prompt-based system that any member of our team can use with total accuracy. Sam’s professionalism, clever problem-solving, and dedication to the project were outstanding. He built a future-proof tool that includes visual dashboards and a testing bench for me to tweak and refine as our business evolves. We are already seeing the massive ROI in time saved and reduced errors.”
Outcome
What changes for the shop
- Anyone on the team can quote Same rules, same accuracy.
- Faster turnaround Less waiting on the person who owns the workbook.
- Fewer pricing mistakes Logic lives in the application, not in one person’s head.
- Safer growth Hire and train without cloning one expert’s spreadsheet skills.
- Room to evolve Tweak rules without fear of breaking a fragile file.
- Hosted and backed up Not a file that dies with a laptop.
Process
From workbook to team-ready application
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01
A conversation
Get in touch. Walk through the current quote process or spreadsheet. We assess fit and rough scope.
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02
A scoped build plan
Clear brief, commercial terms agreed in writing, then we proceed.
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Encode your logic
Materials, labour, markups, and edge cases become a guided web experience.
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04
Handover and host
The team starts quoting. Hosting, monitoring, and backups sit under ongoing care.
Engagement
Scoped build. Ongoing care.
Exact investment depends on quote complexity. That is what the first conversation is for — there is no public rate card.
Questions about how the studio works? Read the FAQ.
Scoped digital builds
A defined project, quoted after we understand the brief. Commercial terms and a short warranty on defect fixes are agreed in writing.
Ongoing infrastructure
Hosting, backups, monitoring, small improvements, and priority support — per asset, agreed after handover.
Still quoting from the spreadsheet only you understand?
Get in touchSunshine Coast AI Solutions — custom digital tools for SMEs.