Quote and estimate faster and more accurately with real-time ERP data — so you can respond quicker, win more jobs, and stay profitable.
Create detailed estimates and quotes in one connected system that brings together your real-time costs, pricing, and production data. Genius ERP keeps everyone on the same page, reducing errors and ensuring every estimate and quote is based on accurate, up-to-date information. By connecting sales, estimating, and accounting, you’ll reduce errors, protect your margins, and manage every customer transaction with clarity from the first estimate to the final invoice.
Build accurate estimates using real material, labour, and overhead data. With quick access to past jobs, pricing, and production information, you can create consistent estimates that reflect your true costs. Genius ERP helps you estimate faster and with greater accuracy, giving you the clarity and confidence to produce precise estimates and quotes — and plan every project effectively.
Easy access to all customer-related information and pricing data means your sales team can easily create a new product while being on the phone with a customer to give your customers more accurate quotes and estimates that ensure profitability. Every new quote or sales order automatically connects to the right data — no duplicate entry or manual updates required. The result: fewer errors, faster turnaround times, and a quoting process that keeps both your team and your customers moving forward.
Manage every customer transaction and financial detail within one connected system. Use dashboards to view, filter, and monitor open or closed orders at a glance — and quickly track or follow up on any job at any stage. Communication with customers is simple and transparent, as your team can always provide accurate, real-time information.
With our integrated customer transaction management tools, you can create accurate, consistent quotes and estimates that reflect real costs and production details. Centralized data lets you manage customer contacts, records, and price lists in one place, while ensuring every quote and estimate connects seamlessly to sales orders and invoices. The result is faster turnaround times, fewer errors, and complete visibility from the first quote to final payment.
Whether you are an engineer, production manager, accountant or CEO, Genius ERP has the solutions you need to get the job done right.
Access real-time cost, pricing, and inventory information directly from Genius ERP to build accurate quotes on the spot. No more guesswork or outdated spreadsheets — just reliable numbers that help you respond quickly and protect your margins. With Genius ERP, your sales team can move faster, deliver consistent pricing, and turn customer inquiries into profitable orders with confidence.
Use real material, labour, and overhead data from Genius ERP to create precise estimates that reflect your actual production costs. Access to past jobs, up-to-date pricing, and production details helps you build consistent, reliable estimates every time. Genius ERP gives you the visibility to price work correctly, reduce surprises during production, and ensure every job starts on solid ground.
Track every quote, order, and invoice in one system. Automatically block orders for customers who exceed credit limits, ensure invoices are created and sent on time, and maintain full visibility into receivables. With Genius ERP, you can move seamlessly from quote to cash without missing a step.
Monitor open quotes, confirmed orders, and production status in real time. Know which jobs are profitable, which are still in negotiation, and which are ready to ship. Genius ERP turns your quoting and estimating data into actionable insights, helping you plan capacity, schedule more effectively, and make informed business decisions.
Whether you’re looking for your first ERP, or you need a replacement solution, manufacturers just like you have realized the benefits of implementing Genius ERP.
An estimate in the context of custom manufacturing is an initial approximation or educated guess of what a particular job may cost. Since custom manufacturers do not have set pricelists, they must provide customers with an idea of what they can expect to pay for a specific project.
An estimate is essentially a ‘guesstimate’ provided early in the process, typically before all the details of the job are known. It serves as the first assessment of costs based on available information.
However, estimates are subject to change based on further details gathered, unexpected complications that may arise during the work, or changes in the scope of the project. Therefore, an estimate represents the initial thoughts on costs and can be revised as more information becomes available or circumstances evolve during the project execution.
A quote in the context of custom manufacturing is an exact price provided to the customer for a specific job or project. Unlike an estimate, a quote is a fixed amount and cannot be changed once it has been accepted by the customer, except in cases where there are changes to the amount or type of work required, or if unexpected issues arise outside the agreed scope.
Quotes are issued after careful consideration and confidence that all necessary details of the job have been established, including the costs involved. Since quotes represent the agreed-upon price for the work, it is crucial for manufacturers to have a clear understanding of job costs to provide accurate quotes. This ensures transparency and clarity between the manufacturer and the customer regarding the pricing and scope of the project.
An estimate is an early approximation of job costs based on available information — used when some project details are still unknown. It helps set expectations but can change as more details are confirmed.
A quote, on the other hand, is a fixed price offer once the full scope and costs are defined. Once accepted by the customer, it becomes a binding commitment unless the project scope changes.
Once a customer accepts a quote, Genius ERP automatically converts it into a sales order and triggers downstream processes — from engineering and production to shipping and invoicing. This eliminates duplicate entry and ensures every department is working from the same data.
Manufacturers can simplify the quoting process by implementing several strategies aimed at streamlining and optimizing the workflow. Here are some ways to achieve this:
By implementing these strategies, manufacturers can simplify the quoting process, reduce manual effort, improve accuracy, and enhance overall efficiency, ultimately leading to better customer experiences and increased sales effectiveness.
Genius ERP connects estimating and quoting directly to your live production, inventory, and accounting data. That means every quote reflects your true costs, current stock levels, and actual lead times. You can build, revise, and approve quotes faster — all while ensuring accuracy and profitability.
Find out how Genius ERP can simplify your manufacturing.
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