Quoting & Estimating ERP Software Built for Manufacturers

Quote with confidence. Price for profit.

Create accurate quotations using real-time cost, inventory and historical job data, giving your team the confidence to price jobs correctly and respond quickly to customers.

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Genius Quoting & Estimating

Accurate quotations and estimates depend on accurate information. Genius ERP brings together engineering, purchasing, inventory, production and accounting in one connected system, giving your estimators instant access to current costs, historical job data and customer pricing.

Instead of relying on spreadsheets or manually gathering information from different departments, your team can produce detailed quotations using up-to-date data from across the business. Every approved quotation flows directly into sales orders and production planning, reducing duplicate entry and helping ensure nothing is missed.

Accurate Estimating

Build estimates with confidence

Create accurate estimates using real-time material, labour and overhead costs, along with historical job data and customer pricing. With engineering, purchasing, inventory, production and accounting connected in one system, your estimators always have access to the latest information, helping them produce consistent quotations based on the true cost of every job.

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Connected Workflows

From quotation to production without duplicate entry

When a quotation is approved, the information flows directly into sales orders, production and accounting, eliminating the need to re-enter data or transfer information between systems. Sales, engineering, production and accounts all work from the same up-to-date information, reducing errors, improving communication and helping jobs move through your business more efficiently.

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Complete Visibility

Keep every quotation on track

Monitor quotations, sales orders and customer activity from a single dashboard, making it easy to see what needs attention and where every opportunity stands. With real-time information available across your business, your team can respond to customer enquiries quickly, provide accurate updates and manage every transaction with confidence.

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Key Features and Functionality

Bring together quoting, estimating, customer information and order management in one connected system. With real-time access to costs, pricing and customer data, your team can produce accurate quotations, reduce manual administration and manage every stage of the sales process more efficiently.

  • Fully integrated from quotation to shipping
  • Historical job costing for more accurate estimates
  • Customer-specific price lists
  • Quote grouping
  • AI-assisted quoting with Smart Paste
  • Customisable quotations, invoices and reports
  • Convert quotations directly into sales orders
  • Pick, pack and ship integration
  • Export and overseas shipping documentation
  • Freight and time and material tracking
  • Customer credit management and accounts receivable controls
  • Invoice by order or shipment

We can now process five times more quotes than before,
and our estimation process is two to three times faster.

Alexandre Ledentu
Technical Estimator

Built for the people using it every day

Whether you work in engineering, purchasing, production or management, Genius ERP gives you the tools and information you need to get the job done right.

Sales

Create quotations on the spot.

Build accurate quotations while you’re speaking with customers. With access to live costs, inventory availability, customer pricing and historical information, your sales team can prepare accurate quotations without relying on spreadsheets or waiting for updates from other departments. Faster responses help improve customer service, reduce delays and increase confidence in every quotation.

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Estimators

Price every job with confidence.

Create accurate estimates using real-time material, labour and overhead costs, along with historical job data and current customer pricing. Instead of gathering information from multiple systems, estimators have everything they need in one place to produce consistent quotations, improve costing accuracy and help protect profitability throughout production.

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Accounting

Keep financial information connected.

Track quotations, sales orders and invoices in one connected system, giving your finance team complete visibility throughout the sales process. Manage customer credit limits, monitor accounts receivable and generate invoices at the right time without relying on manual updates. With accurate financial information flowing directly from sales and production, it’s easier to maintain cash flow and reduce administration.

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Operation Managers

Stay in control from quotation to delivery.

Monitor quotations, confirmed orders and production progress from a single system, giving you a clear view of work across the business. See which jobs are ready to begin, which are in production and which are approaching delivery, while using up-to-date information to plan resources, balance workloads and keep projects moving efficiently.

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Case studies

Manufacturers rely on Genius ERP every day

From businesses buying their first ERP system to manufacturers replacing outdated software, companies choose Genius ERP to improve visibility, keep production moving, and gain better control across their operations. See how they’ve done it.

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Frequently asked questions

What is the difference between an estimate and a quotation?

An estimate is an informed projection of the likely cost of a job based on the information available at the time. It can change if material costs, labour requirements or project scope change.

A quotation is a formal offer to complete the work at an agreed price, usually for a specified period. For manufacturers, accurate quotations depend on reliable cost information, making access to current material prices, labour rates and production data essential.

How can manufacturers improve the accuracy of quotations?

Accurate quotations start with accurate data. Manufacturers can improve quoting accuracy by using real-time material costs, labour rates, overheads and historical job information instead of relying on spreadsheets or manual calculations. Manufacturing ERP software brings this information together in one system, helping estimators produce consistent quotations, reduce pricing errors and protect profit margins.

How does ERP software simplify estimating and quoting?

Manufacturing ERP systems connects estimating with engineering, purchasing, inventory, production and accounting, giving your team access to the information they need from one system. Instead of entering data multiple times or searching across different applications, estimators can create quotations more quickly, improve consistency and automatically convert approved quotations into sales orders.

Can historical job data improve estimating accuracy?

Yes. Historical job data helps manufacturers compare similar projects, review actual material and labour costs, and understand where previous estimates differed from the final cost. By using information from completed jobs, estimators can produce more accurate quotations, improve consistency and make better pricing decisions for future work.

What happens after a quotation is approved?

Once a quotation is approved, it can be converted into a sales order and shared with the departments responsible for purchasing, production planning and accounting. With an integrated manufacturing ERP system, the information flows automatically between departments, reducing duplicate data entry, improving accuracy and helping work begin without unnecessary delays.

How does Genius ERP simplify estimating and quoting?

Genius ERP gives manufacturers a single system for creating estimates, managing quotations and processing sales orders. Real-time cost information, customer pricing, historical job data and production information are all available in one place, helping your team respond to enquiries more quickly, produce accurate quotations and manage the entire process from initial enquiry through to invoicing.

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