Quotation and estimating software for controlled commercial workflows
Manage the commercial journey from enquiry through estimate, margin, approval, customer quotation and award handover in one structured process.
For contractors and project-driven businesses, a quotation is more than a price. It contains the commercial basis for the job: scope, estimated cost, margin, exclusions, terms and the information that should eventually guide project execution if the work is awarded.
PSEMIC ERP keeps the commercial record connected so the estimate and quotation do not disappear into a folder after award. The workflow can continue into project, procurement and billing records.
What PSEMIC ERP brings into this workflow
Enquiry Register
Maintain incoming opportunities and customer requirements before quotation.
Estimate
Build the internal cost basis used to prepare the commercial offer.
Margin Control
Review the commercial margin before the quotation is finalized.
Approvals
Support controlled quotation review and approval according to the company workflow.
Quotation PDF
Issue consistent customer-facing quotation documents and terms.
Award Handover
Carry approved commercial information into project execution when work is won.
Commercial control from opportunity to award
Enquiry
Record the customer opportunity and required scope.
Estimate
Build cost and pricing information for the offer.
Approve & Quote
Complete review and issue the quotation to the customer.
Award
Convert successful work into a live project or operational record.
Why structure the estimating process
- Keep enquiry, estimate and quotation versions connected.
- Reduce the risk of losing the commercial basis after project award.
- Maintain consistent approval and document output.
- Track quotation activity by customer and status.
- Connect successful quotations to downstream ERP workflows.
Questions businesses ask before choosing an ERP
Can PSEMIC ERP track enquiries before quotation?
Yes. The commercial workflow includes enquiry records and quotation activity.
Can an estimate be used as a project baseline?
PSEMIC ERP supports using approved commercial/estimate information as a reference for project baseline and performance workflows.
Does the system support quotation approvals?
Yes. Approval workflows can be used for controlled commercial documents.
Can terms and conditions be included with quotations?
PSEMIC ERP supports quotation document output and terms/conditions handling within the commercial workflow.
Related PSEMIC ERP solutions
Explore all PSEMIC ERP solutions
See the workflow with your own business in mind.
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