In short
Cost estimation software builds quotes based on items, labour, and quantities, with controlled pricing and visible margins on every line. In CRMconnect, an accepted estimate becomes an order, which then generates deliveries and invoices, maintaining full traceability back to the initial project estimate.
Trusted by operations teams at
Installation, service, and custom manufacturing companies working with detailed estimates currently managed in Excel.
A cost estimate is a document detailing the projected costs of a project, broken down by materials, labour, equipment, and overheads. It serves as the basis for the final offer and is used to track execution against the budget.
The issue is not the formulas, but version control. Every estimate becomes a new file, prices quickly become outdated, and the real margin is only discovered after the project is closed.
Items are pulled from a live product catalogue with current purchasing costs. Labour is calculated by norm and rate. Margins are visible per line and for the total project, while discounts exceeding limits require approval.
The accepted estimate generates the order and reserves materials. Actual consumption is recorded against the project, allowing you to compare estimates vs. actuals for both materials and hours. Invoicing, including progress billing, stems from the same document and integrates with e-invoicing (Peppol BIS 3.0 / EN 16931).
The CRMconnect operational flows show exactly how the document travels: request, quote, discount approval, order, delivery, invoice, e-Invoice.
Opens instantly, no form required.
Topic pillar
From Word-based quotes to a controlled process: price lists, approved discounts, and quote-to-order automation.
See the whole pillar: Quoting, Pricing and CPQ30 minutes, no product pitch: we map your current flow and show you in writing what can be automated on top of the systems you already run.