Quotation software: create standard and structured quotations for all your service activities
Your company...
A quotation is much more than a commercial document. It is often the first impression customers have of your company and plays a key role in their purchasing decision.
Every quotation reflects your company's image, profitability, and ability to win new business.
Yet many service companies still prepare quotations using multiple Excel spreadsheets, old quotations, or Word documents that have been reused for years.
This way of working quickly leads to several challenges:
- lengthy quotation preparation
- forgotten materials or services
- different margin calculations depending on the estimator or project manager
- tax or calculation errors
- inconsistent quotation layouts
- duplicate data entry between quotations, work orders and invoicing
As projects become more complex, involving multiple work packages, sections, services or subcontractors, these challenges increase and can have a direct impact on your profitability.
The Simpleter solution
With Simpleter, you can quickly create standard quotations for maintenance, repair and one-time service calls, as well as structured quotations for your most complex projects.
Fully integrated into your industry-specific ERP, the Quotation module centralizes your estimating rules, automates calculations, and converts approved quotations into work orders and invoices without any duplicate data entry.
Designed for Facility Management companies (soft services and hard services), it is equally suited for a single repair visit or a large project divided into multiple work packages. Your work library, cost rates and pricing coefficients remain consistent across your organization while remaining fully customizable for each customer.
Simpleter provides a powerful estimating engine, fully integrated into your ERP, ensuring complete consistency throughout your pricing policy.
Two estimating methods for every type of service
Simpleter offers two quotation methods depending on the type of work you perform.
Standard Quotes
Perfect for maintenance, repairs, service calls and one-shot works.
Build your quotation by combining:
- labor
- travel charges
- materials selected from your supplier and inventory databases or entered manually, with configurable pricing coefficients
- subcontracted services managed through your subcontractor database, including pricing coefficients
- commercial discounts
- multiple tax rates
With just a few clicks, you create a professional quote ready to be sent to your customer.
Project Quotes
For larger or more technical projects, Simpleter enables you to create fully structured project quotations.
Each quotation can be organized into:
- sections
- subsections
- work packages from your work library
- multiple tax rates
- discounts
This structure simplifies project estimating while ensuring consistency across all your commercial proposals, whether you are quoting a window cleaning contract or a multi-phase fiber optic deployment project.
A fully customizable Project Library
Why recreate the same quotations over and over?
Simpleter includes a fully customizable library of standard works that allows you to reuse your most common services.
Each work package may include:
- services to be performed
- required materials and equipment
- labor hours
- fixed-price packages
- required resources
You save valuable time while maintaining consistency across all your quotations.
Standardize your Pricing Policy
One of the biggest risks in a service company is having different employees apply different estimating methods.
Simpleter centralizes your pricing policy.
You define only once:
- sales markups for materials
- sales markups for subcontracted services
- overhead rates
- cost rates by employee role (technician, team leader, operations manager, etc.)
- the corresponding selling prices, while keeping them customizable for each customer
These parameters are stored at company level and automatically applied whenever a new quotation is created.
If necessary, they can be customized for a specific customer to reflect framework agreements, negotiated pricing or special commercial conditions. Simpleter also supports customer-specific unit price lists.
This gives you complete control over your margins while maintaining maximum commercial flexibility.
Present your quotes the way your customers expect
Simpleter allows you to fully customize the presentation of your quotations.
You can choose to display:
- a total fixed price only
- detailed pricing including materials (with or without individual material prices)
- pricing by section
- pricing by work package
- complete line-by-line details
Every quotation is tailored to your customer's expectations without changing your internal estimating process.
From quotation to Work Order... Then to invoice
Once approved, a quotation can be converted without any duplicate data entry into:
- a purchase order
- a work order
- an invoice
All information remains centralized within one single industry-specific ERP solution.
Quotation software designed for service companies
Simpleter supports companies operating in: cleaning, multi-technical maintenance, Facility Management, HVAC, fire protection, electrical services, elevator maintenance, landscaping, plumbing and many other service industries.
Our goal is simple: help you create quotations faster, more accurately, and with a professional presentation tailored to every customer, while ensuring seamless continuity between sales, field operations and invoicing.
