SalesA manufacturer that installs what it makes

Quoting, follow-up, and the sales pipeline

Quotes were priced by hand on paper, kept in manila folders, and typed up as contracts by someone else. We put the whole process in one tool: it prices the job, publishes it to the ERP, writes the contract proposal, and follows the deal until it’s won or lost. A proposal now takes 90% less time to put together.

Built: Pricing, the customer’s documents, follow-ups, notes and to-dos, and the pipeline
Replaced: Pricing sheets done by hand, manila folders, follow-ups kept in each salesperson’s office, and contracts typed up by someone else
Connected to: The ERP (deals, quotes, customers, items), the company’s file library, and email
AI: An assistant that answers how-to questions and reads the pipeline
Result: Proposals in minutes instead of hours; the win rate up 15% in the first month

FPricingEstimatesOpportunitiesCustomersLeadsFollow-ups··· More Store 7 checkout and se…DraftSavedPR

Job Name

Store 7 checkout and service counters

Deal D-2380 · Store 7 checkout and service counters

New Customer

Date

10/16/2026

Opportunity ID

D-2380

Harbor Fresh Market (C1001)

Deal page · ERP ↗

Quote #

PQ-1428

Harbor Fresh Market (C1001)

ERP ↗

Salesperson

Priya Shah

Sets Project Manager on the quote in the ERP

DealD-2380OpenQuoting

Ellen Marsh · (603) 555-0110 · Last contact Oct 16 · Call · 3 contacts on file

Follow up Oct 20

A. Counters and casework

Section Total $39,690.00

Item	Description	Qty	Unit	Unit price	Total
CTR-CHK-6	Checkout counter, laminate, 6 ft	8	ea	$2,450.00	$19,600.00
CTR-DELI	Deli service counter, solid-surface top	1	ea	$8,900.00	$8,900.00
DSK-SVC	Customer service desk with transaction top	1	ea	$6,750.00	$6,750.00
CAB-BASE	Bakery display base cabinets	24	LF	$185.00	$4,440.00

Notes 3

Grand total$54,948.00

Round sections up to whole $Discount%$$0.00Include sales tax (from the ERP)

● Publish✓ Publish›○ Documents● Documents›○ Review›○ Delivered

Publish to ERP Contract Proposal Ready for ReviewPublish to ERP firstDeposit InvoiceMore

Published 8 line(s) to ERP quote PQ-1428, confirmed on the quote

Saved PQ-1428 Contract Proposal Rev 1.pdf to the project folder

Contract Proposal

Builds the contract proposal from ERP quote PQ-1428: scope, price, terms and a signature page, as a PDF in the project folder. Generating again makes a new revision.

SUBJECT — printed at the top of the proposal, one line per row.reset

Checkout lanes, deli counter and customer service desk

ATTN override

Blank = quote contact

Dear … override

Blank = contact first name

LOCATION override

Blank = project address from quote

Terms

50% deposit.

Preparer initials

Revision note — kept on file, not printed

“Added the bakery cabinets”

Rev 1 prints: $54,948.00

Previous revisions

Rev 1PQ-1428 Contract Proposal Rev 1…$54,948.00☆ Current10/17/2026

CloseGenerate PDF

PQ-1428 Contract Proposal Rev 1.pdf1 / 22 / 2— 100% +

⚠

FERNMOOR MILLWORK

Counters · casework · fixtures

Dover, New Hampshire
(603) 555-0170

CONTRACT PROPOSAL

TOHarbor Fresh Market

PROPOSALPQ-1428, Rev 1

ATTNEllen Marsh, Store Development

DATEOctober 16, 2026

PROJECTStore 7 checkout and service counters

DEALD-2380

LOCATION410 Harbor Road, Portsmouth, NH

PREPAREDPriya Shah

Dear Ellen,

Thank you for the chance to quote the Store 7 front end. We propose to build, deliver and install the following, to the layout we measured on site, with the installation done after hours so the store stays open.

SCOPE AND PRICE

Description	Qty	Unit	Unit price	Amount
A. Counters and casework				$39,690.00
Checkout counter, laminate, 6 ft	8	ea	$2,450.00	$19,600.00
Deli service counter, solid-surface top	1	ea	$8,900.00	$8,900.00
Customer service desk with transaction top	1	ea	$6,750.00	$6,750.00
Bakery display base cabinets	24	LF	$185.00	$4,440.00
B. Tops and hardware				$7,708.00
Quartz countertops, 3 cm, eased edge	96	SF	$68.00	$6,528.00
Hardware, grommets and cord management	1	lot	$1,180.00	$1,180.00
C. Shop and field				$7,550.00
Shop drawings and field measure	1	lot	$1,650.00	$1,650.00
Delivery and installation, after hours	1	lot	$5,900.00	$5,900.00
BASE PRICE				$54,948.00

INCLUDED

Shop drawings for your approval before we build
Laminate and quartz from the samples you approve
Delivery, setting, scribing and anchoring
Removal of our packaging and debris

NOT INCLUDED

Electrical and data to the counters
Point-of-sale equipment and scales
Demolition of the existing counters
Floor finishes and patching

⚠

FERNMOOR MILLWORK

Counters · casework · fixtures

Proposal PQ-1428, Rev 1
Page 2 of 2

SCHEDULE

Shop drawings within ten working days of the signed proposal and deposit. Build begins when the drawings are approved. Installation at night over four working nights, planned for the second week of January.

TERMS

50% deposit with the signed proposal; balance due on completion.
Prices hold for 30 days from the date of this proposal.
Changes after the drawings are approved are priced as a change order before the work is done.
Our work is guaranteed against defects in materials and workmanship for one year from installation.

ACCEPTANCE

The scope, price and terms above are accepted. Fernmoor Millwork is authorized to proceed.

Signature, Harbor Fresh Market

Date

Printed name and title

Signature, Fernmoor Millwork

From a priced job to the contract: publish it to the ERP, then generate the proposal as a PDF. The product line here is made up.

The problem

Nothing about quoting was digital. A salesperson priced each job on a printed sheet with a pencil and a calculator, and the sheet lived in a manila folder. To send it, they handed the sheet to someone else, who typed it up as a contract and handed it back to go to the customer. Each salesperson kept their own follow-ups in folders in their office.

So a proposal took hours and passed through two people. Nobody could see what was open without asking around, and a follow-up happened when someone remembered it.

What we built

Pricing from the price book. The salesperson prices each job line by line, with the company’s pricing rules built in. The screens here use sample data and a made-up product line, so the company’s own pricing isn’t shown.
One step to the ERP. A priced job is published to the ERP as its quote, so the deal, the quote, and the customer are one record there. When the quote is won, it becomes a job on the install schedule with nothing retyped.
The contract, written for you. One click turns the quote into the contract proposal: the scope, the price, the terms, and a page to sign. The material quote, the deposit invoice, and change orders come from the quote too. Each is emailed from the tool and filed in the job’s folder.
Follow-ups that don’t slip. Every open quote carries its next follow-up date. The follow-up list puts one call on the screen at a time, with the contact’s phone and email, and logs what was said.
Notes and to-dos where the work is. Each salesperson has a notepad and a to-do list. A note or to-do can be tagged to a customer, deal, quote, or contact, and it shows up there.
Won or lost, with the reason. Every quote ends won or lost, and a loss has a reason, so the pipeline shows what’s open, what’s won, the win rate, and why jobs were lost.
A job bid to several contractors counts once. When one job goes out to several general contractors, each is quoted and followed up, and the dollars count once in the pipeline.
The customer’s whole history. Every job number back to the 1990s, carried over from the old database, sits on the customer’s page beside today’s quotes.
An assistant for the sales team. It answers how-to questions about the tool and reads the pipeline: what’s open for a customer, and which follow-ups are late.

A job’s deal panel: the deal’s stage with buttons to mark it won or lost, the last contact, the contact’s phone and email, the next follow-up, the sales notes, and the activity log of calls, a site walk, a note, and an email. — Every job carries its deal: the stage, the contact, the next follow-up, and everything said so far.

A follow-up card for an overdue job: the deal’s stage, the contact’s phone and email, what to ask, and buttons to log the call, move the date, or mark it done and set the next one. — One follow-up at a time, with the deal and the contact.

The to-do list: each to-do with its due date, the overdue one in red, and a tag for the contact, deal, customer, or quote it’s about. — To-dos, each tagged to the customer, deal, quote, or contact it’s about.

The pipeline

Because every quote lives in the tool, the pipeline is one screen. The dashboard puts the pinned jobs and the follow-ups due today at the top, then the quotes, the open pipeline, what was won, and the win rate, by salesperson and by month, with why jobs were lost. The deals list shows every open deal with its stage and salesperson.

The quoting dashboard: pinned jobs and follow-ups due today or overdue, then the scoreboard of quotes, open pipeline, won, and win rate, and a chart of quotes by month for each salesperson. — The dashboard: what’s due first, then the numbers.

The deals list: every open deal with its customer, stage, salesperson, and quotes, searchable and filtered by status and salesperson. — Every open deal, with its stage and salesperson.

Opportunity ⇅	Subject ⇅	Customer ⇅ ⏷	Status ⇅ ⏷	Stage ⇅ ⏷	Salesperson ⇅ ⏷	Estimates ⇅ ⏷	Quotes ⇅ ⏷	Counted total ⇅	Last ⇅
D-2380	Store 7 checkout and service counters	Harbor Fresh Market	Open	Quoting	Priya Shah	1	1	$54,948	Oct
D-1512	Exam rooms and nurse station	Lakeside Family Clinic	Open	Quoting	Priya Shah	1	1	$38,900	Oct
D-2019	Checkout counters	Riverbend Market	Open	Quoting	Maria Lindqvist	1	1	$84,900	Oct
D-2016	Medical office casework	Kingsbury Builders	Open	Unresponsive	Tom Reyes	1	1	$32,200	Oct
D-1986	Pharmacy counters	Harbor Fresh Market	Open	Hold	Priya Shah	1	1	$62,600	Oct
D-1515	Library circulation desk	Orchard Lane Library	Open	Proposal Delivered	Priya Shah	1	1	$29,900	Oct
D-1992	Drive-up kiosk	Quarry Hill Savings	Open	Negotiation/Revision	Tom Reyes	1	1	$20,300	Oct
D-1518	Store 9 refresh, service counters	Harbor Fresh Market	Open	Verbal Commit	Priya Shah	1	1	$57,700	Oct
D-1998	Concierge desk	Saltmarsh Hotel	Open	Negotiation/Revision	Tom Reyes	1	1	$68,450	Oct
D-1524	Store 12 deli and bakery fixtures	Northfield Grocery	Open	Proposal Delivered	Maria Lindqvist	1	1	$64,800	Oct
D-2004	Breakfast bar	Larkspur Inn	Open	Proposal Delivered	Tom Reyes	1	1	$65,050	Oct
D-1506	Science labs, renovation	Pinecrest College	Open	Proposal Delivered	Priya Shah	1	1	$142,800	Oct
D-1527	Operatory cabinets, 6 rooms	Westbrook Dental Group	Open	Negotiation/Revision	Dan Okafor	1	1	$54,100	Oct
D-1989	Counter and pastry case	Maple & Main Cafe	Open	Hold	Priya Shah	1	1	$42,300	Sep
D-1509	Two sites, classroom casework, phase 1	Ridgeview Public Schools	Open	Negotiation/Revision	Priya Shah	1	1	$96,400	Sep

What changed

90%less time to put a proposal together: minutes instead of hours

15%higher win rate in the first month

The salesperson prices the job, publishes it, and sends the contract without handing anything off. With a follow-up date on every open quote, the follow-ups went up. The pipeline is one screen instead of a round of questions. Quoting was the first tool. Install scheduling and collections came next, working from the same deals and jobs in the ERP.

Questions

Can it price our products?

If your pricing follows rules, yes. We build your rules into the tool with the people who price your jobs, and they stay yours: they aren’t shared with anyone or shown on this site.

Does it replace our CRM?

It covers what a sales team uses every day: deals, follow-ups, contacts, notes, and to-dos. Your ERP stays the record for customers and quotes, and the tool reads and writes them there.

Can it write our contracts?

Yes. Your contract’s wording and terms become a template, and the tool fills it from the quote: the customer, the scope, the price, and the terms. A person reviews it before it goes out.

Does it work with our ERP?

We connect to an ERP through its official interface, never a shared password, and keep the ERP as the record for deals, quotes, and customers.

Every screen shows sample data. The company isn’t named here, and we’re glad to put you in touch: ask us for a reference.

More of what we’ve built

All customer examples

What should your first tool be?

Tell us about the workflow that eats your team’s week. We’ll listen, then sketch the first tool with you.

Book a discovery call