Control costs

Live job costing from labour, materials and machines.

Manage teams

Plan people, hours and schedules in one place.

Track materials

Know exactly what you own and where it is.

Run projects

One system from kickoff to closeout.

Not sure where to start?

See the whole platform mapped to your day-to-day in a 20-minute walkthrough.

Enterprise demo account

A test environment configured around your own processes, available on request.

SolutionsQuotes
Quotes module

A quote that does not end in a spreadsheet, or get retyped onto an invoice.

RelayPlan Quotes builds a quote from warehouse products and priced services, ties it to a cost centre and sends it to the client — and an accepted quote becomes an invoice without anything being entered twice.

Set up in minutesWorks with all modules

From enquiry to accepted quote in one system

The quote is the first document created and often the only one prepared outside the system. That is where the link between what you promised and what you actually spent gets lost.

Products and services on one quote

Lines are split into products and services, so what is material and what is labour is plain.

Tied to a cost centre

The quote belongs to a project, so quoted against actual can be compared later.

Quote becomes invoice

An accepted quote turns into an invoice carrying its line items, with nothing retyped.

Send with a preview

You see the document exactly as the client will, before it goes out.

Quoting software for construction and field service firms

Construction quotes get built in spreadsheets because it feels fastest. Product prices are copied from the last quote, service lines from memory, and when the job is won the whole thing is retyped again — this time onto an invoice.

RelayPlan Quotes shortens that chain. Lines are picked from existing products and services, quantity and unit price calculate as you go, and the quote is tied to a cost centre from the moment it is created.

When the client accepts, an invoice is raised from the quote with the same lines. The invoice keeps a link back to the source quote, so what was offered and what was billed can always be checked against each other.

Signing a construction contract
For each quote RelayPlan keeps

Quote number · client · cost centre or project · product lines with quantity and unit price · service lines · net, VAT and total · issue and validity dates · document text and notes.

Everything the Quotes module does

From a short quote for a repair to a many-line quote for a whole project.

Construction drawings and a calculator on a desk

Lines from your own data

Products come from the warehouse and services from your price list, so prices are not copied from the last quote.

Products from existing stock
Services with their own price list
Quantity and unit price per line
Costing documents on a desk

Products and services separated

The quote splits material from labour, which reads clearly for the client and is useful to you at costing.

Products and Services groups
Subtotals per group
Net, VAT and total
Project drawing on a table

Linked to the project

The quote belongs to a cost centre, so there is no guessing later which project it was for.

Cost centre on the quote
Quoted against actual
Same structure as hours and materials
Merchant preparing paperwork

Clients and suppliers

Clients are held in their own list, so details are not re-entered on every quote.

Client register
Details carried onto the document
Quote history per client
Preparing documents in an office

Send by email

Send the quote from the system, with a document preview and covering text you edit before it goes.

Preview before sending
Several recipients, comma separated
Copy to yourself if you want one
Signing off a quote

Quote into invoice

An accepted quote becomes an invoice that carries a link back to the source quote.

Line items carried over
Source quote link on the invoice
Nothing entered twice

Your first quote in four steps

With products in the warehouse and services priced, a quote is a few minutes of work.

01
Add the client

Enter a client once and simply pick them afterwards.

02
Pick the cost centre

Tie the quote to the project it belongs to.

03
Build the lines

Add products and services with quantities; totals calculate as you go.

04
Send it

Check the document in the preview and send it to the client.

0
retypes from quote to invoice
100%
of quotes tied to a cost centre
1
place for clients, products and services
PDF
document ready to send

Stronger with every module you turn on

Quotes stand on data you already hold — products, services and projects.

See all solutions →
Invoices

An accepted quote becomes an invoice with the same line items.

Warehouse

Product lines are picked from existing stock items.

Projects

The quote belongs to the project cost centre.

Orders

Material for an accepted quote is ordered from the supplier.

Quotes — frequently asked questions

It depends on the plan: three on Free, one hundred on Pro and a thousand on Corpo. Current limits are in the comparison table on the Pricing page.
Yes. The system sends an email with the document attached, and you see a preview and can edit the covering text before it goes.
An invoice is raised from an accepted quote with the line items carried over. The invoice keeps a Source quote field linking back, so the relationship between the two documents is always visible.
Yes. Heading, introduction, payment terms and footer note are edited when sending, while line items and totals are edited on the document itself.
The document has a discount column per line. For a single discount across the whole quote, get in touch.
Yes, as PDF. The same document the client receives can also be downloaded.
Users you permit. Rights follow roles, so sales can prepare quotes without seeing other financial data.

Build a quote that never gets retyped.

Start free and send your first quote today.