Costing lives in spreadsheets
Materials, labour, machines and external costs are calculated manually, often using different spreadsheets and methods across the business.
QPD Costing
Win and price the work in QPD. Deliver it your way.
Bring CRM, costing, pricing and quoting together so the assumptions behind the selling price are clear before you commit — without changing how you manage delivery.
QPD — Pipeline & opportunities
The Problem
The selling price is often the end of a spreadsheet, not the result of a connected process.
Opportunities live in CRM, costs are calculated in spreadsheets, prices are built somewhere else and customer quotes become separate documents. The result is commercial knowledge that is difficult to reuse, control or understand.
Cost and selling price become disconnected
The customer sees a price, but understanding the expected cost and margin behind it can require rebuilding the calculation.
Quote creation becomes administration
Commercial information is repeatedly copied into documents, emails and templates before a customer-ready quote can be sent.
Valuable costing knowledge is lost
Previous cost structures and assumptions are difficult to reuse, so similar work is repeatedly costed from scratch.
The connected journey
One thread from opportunity to customer quote.
- 01
Opportunity
Customer · Requirement · Context
Capture the opportunity and commercial context before costing begins.
- 02
Cost Structure
Materials · People · Machines
Build the expected cost behind the work using the resources required to deliver it.
- 03
Price
Rates · Markup · Discounts
Turn the cost structure into a controlled selling price.
- 04
Margin
Cost · Revenue · Return
Understand expected cost and margin before making the commercial commitment.
- 05
Quote
Scope · Price · Presentation
Turn the commercial model into a professional customer quote.
- 06
Win
History · Context · Handover
Keep the commercial history and assumptions behind the work connected after the customer accepts.
QPD Costing in action
See QPD Costing at work.
Follow the commercial journey from the first opportunity through costing, pricing and customer quote — with the information created at each stage carried into the next.
CRM & opportunities
Start with the work you're trying to win.
Keep companies, contacts, opportunities, activities and commercial context together so costing begins with a clear understanding of the customer and requirement.
- Companies, contacts and opportunities
- Configurable pipelines and sales stages
- Activities, tasks and customer communications
- Keep commercial history connected to the quote
QPD — Pipeline & opportunities
Costing
Understand the work before you price it.
Build the expected cost behind the work using materials, people, machines and other resources. Cost manually for one-off work or reuse established structures where the work repeats.
- Cost materials, people and machines
- Build structured cost models
- Use configured rates and price books
- Reuse costing knowledge instead of rebuilding spreadsheets
QPD — Pricing calculator
Structured costing
Build reusable cost structures for complex work.
Where costing requires more detail, build reusable structures containing materials, resources, components and sub-assemblies, then use them as the commercial foundation for future quotes.
- Reusable BOM and cost structures
- Nested components and sub-assemblies
- Materials and resources within the same structure
- Carry established costing knowledge into new quotes
QPD — Define BOM
Pricing & margin
Know the margin before you make the promise.
Turn expected delivery cost into a controlled selling price and understand the margin behind the quote before it reaches the customer.
- Expected cost behind the selling price
- Flexible pricing and discounts
- Margin visibility before committing
- Maintain the relationship between cost and price
QPD — Pricing & margin
Real product screenshot to be added
Quote builder
Turn the commercial model into the customer quote.
Build flexible customer quotes around the way you sell, while keeping the underlying cost and margin available internally.
- Flexible quote groups and lines
- Quantities, rates, pricing and discounts
- Separate internal costing from customer presentation
- Finalise the commercial offer without rebuilding the information
QPD — Quote builder
Quote documents
Create professional quotes without rebuilding them by hand.
Turn the structured quote into a consistent customer-ready document using configurable templates, then finalise and send it directly from QPD.
- Configurable customer quote templates
- Professional PDF quote generation
- Consistent company branding and presentation
- Finalise and send from the same commercial record
QPD — Finalise & send
Reporting & dashboards
See what you're winning — and at what margin.
Use the commercial data created through everyday work to understand pipeline, quote activity, expected revenue and the economics behind the work you're trying to win.
- Pipeline and opportunity visibility
- Quote activity and status
- Expected revenue and margin
- Configurable role-relevant dashboards
QPD — Dashboards & reporting
When you're ready to manage delivery
Take the same commercial foundation into delivery.
QPD Costing can stand alone, or become the starting point for a wider connected operation. Move into QPD Manufacturing when you want the information used to win and price work to continue into planning, delivery and actual performance.
Cost the work with confidence.
See how QPD can bring opportunities, costing, pricing and customer quotes into one connected commercial process.