Feature
Quotation software for panel manufacturers
Turn an enquiry into a priced, branded quotation the same day. Costing comes from your bill of material and current supplier prices, margins are applied by rule rather than memory, and winning the job converts the quote into a sales order without retyping anything.
Costed from the BOM
Line items, quantities and costs flow from the bill of material — no parallel spreadsheet to keep in step.
Margins by rule
Apply markup per line or across the quote, with visibility of the resulting margin before it goes out.
Approvals
Draft, approve and send as distinct steps, so discounting stays with the people allowed to discount.
Email or WhatsApp
Deliver the PDF the way the customer actually reads it, from your own branded sender.
Revisions kept
Every version is retained, so you can answer what was quoted, when, and at what price.
Converts to an order
A won quotation becomes a sales order, which drives procurement and production automatically.
Most panel enquiries are lost to silence, not to price
Ask a panel shop why it lost a job and the answer is usually 'they were cheaper'. Look at the enquiry log and a different pattern shows up: a large share of enquiries were never quoted at all, or were quoted so late that the decision had already been made.
That is a capacity problem disguised as a pricing problem. When quoting takes half a day, the small and speculative enquiries get skipped — and those are exactly the ones where a fast, professional response wins the work without a fight over price.
Pricing that reflects what the panel costs today
Component prices move, and a quotation built on last quarter's costs is a margin leak that nobody sees until the job is invoiced. Zaptiz prices quotations from your live product catalogue and supplier price lists, which are themselves kept current by OCR import of distributor price lists.
Lines with no price on file are flagged rather than counted as zero, and there is an explicit warning before you print or send a document containing a zero-priced line. It is a small guard that prevents an embarrassing and expensive class of mistake.
The quotation is a stage, not a document
A quotation in Zaptiz is connected to what comes before and after it. Before: the enquiry, the customer record, the drawing, the bill of material. After: the sales order, the material shortage check, the purchase requisitions, the production work orders and finally the invoice.
That continuity is what stops the classic drift where a panel is quoted with one specification, built to another, and invoiced at a third. Everything downstream reads the same list.
- Quote Studio drafts a complete quotation from a description, a photo or a drawing, using the quotation drafting agent.
- Sales orders inherit the quoted lines, so the shop builds what was priced.
- Won and lost outcomes feed the CRM pipeline, so you can see conversion by customer and by value.
- The follow-up agent chases quotations that have gone quiet, with escalating reminders rather than one forgotten email.
Documents that look like your company
Quotations, sales orders, invoices and delivery notes are all produced from templates you control in the Template Center — your logo, your colours, your terms and conditions, your field layout. Emails carry your own branding and can be sent from your own verified address rather than a shared platform domain.
For a manufacturer competing against larger firms, looking organised is worth real money. A tidy, consistent quotation that arrives within hours changes how a buyer reads the price on it.
Frequently asked questions
How quickly can we send a quotation?
For a panel similar to something you have built before, minutes. Generate or copy the bill of material, apply your margin, and the quotation document is ready to review and send. The long pole is your own approval step, not the software.
Can we control who is allowed to discount?
Yes. Quotations move through draft, approval and sent states with role-based permissions, so an estimator can prepare a quote while only a manager can approve one below a given margin.
Do quotations look like our company or like generic software?
Like your company. The Template Center lets you design the document — logo, colours, terms, layout, the fields you want shown — and the same templates drive quotations, sales orders, invoices and delivery notes so everything a customer receives is consistent.
Can we send quotations over WhatsApp?
Yes. Documents can be emailed or delivered over WhatsApp, which is how a great many panel enquiries actually run in India. Replies come back into a shared inbox rather than one salesperson's phone.
What happens when the customer says yes?
The quotation converts to a sales order without re-entry. That order drives the material shortage check, the purchase requisitions, and the production work orders — so the job that gets built is the job that was priced.
Can we revise a quotation without losing the original?
Yes. Revisions are kept, so you can see what was quoted at each stage and what changed. When a customer queries a price three weeks later, the answer is on file.