Skip to content Accelerate Sales Cycles with Accurate, Professional Quotations
Syspro’s Quotations & Estimates solution empowers manufacturers and distributors to create comprehensive, professional quotations that drive customer satisfaction and accelerate time-to-manufacture.
By incorporating material, labor, and service costs with intelligent automation, you can deliver timely quotes that convert into profitable orders while streamlining your entire sales process from inquiry to fulfillment.
Convert accepted quotes directly into sales orders, jobs, and purchase orders, eliminating manual data entry and significantly reducing time from quote to cash.
Multi-level estimating with automated cost rollups ensures even complex custom products are quoted accurately, protecting margins and improving profitability through intelligent pricing.
Generate branded, customizable quotation documents with multiple format options that reinforce your professional image and meet specific customer requirements.
Handle engineer-to-order and make-to-order scenarios with up to 14 levels of detail, supporting sophisticated manufacturing environments and custom product configurations.
Deep integration with manufacturing and inventory modules enables immediate planning, purchasing, and production activities upon quote confirmation, reducing lead times.
Advanced version control, status management, and audit trails provide managers with full visibility and control over the quoting process, enhancing compliance and decision-making.
Intelligent Multi-Level Estimating
Create detailed estimates for specially manufactured items with up to 14 levels of components and operations, automatically calculating costs and lead times from raw materials through finished goods.
Flexible Quote Creation & Versioning
Generate quotes using multiple methods including copying existing quotes, importing from Excel, or manual entry, with comprehensive version tracking to manage changes and revisions seamlessly.
Automated Cost & Pricing Calculations
Incorporate material, labor, burden, outside services, and vendor costs with intelligent markup options, plus online cost rollup features for real-time price and lead time determination.
Seamless Order Conversion
Automatically generate sales orders, purchase orders, work orders, bills of materials, retentions, deposits, and billing schedules directly from accepted quotations without data re-entry.
Advanced Planning Integration
Optionally include quotations in Material Requirements Planning (MRP) for forward planning based on acceptance probability, enabling proactive supply chain and capacity management.
Seamlessly convert accepted quotations into sales orders, maintaining all pricing, customer details, and specifications while eliminating manual data entry and potential errors.
Automatically create manufacturing jobs from quoted estimates, transferring all routing, operation, and material requirements to begin production immediately upon quote acceptance.
Generate purchase orders directly from quotation components for bought-out items, enabling immediate vendor engagement and material procurement upon contract award.
Create and retain bills of materials from estimates for custom manufactured items, building a repository of product configurations for future quoting and manufacturing efficiency.
Access real-time inventory data for accurate material costing and availability checks, ensuring quotes reflect current stock levels and pricing information.
Integrate with manufacturing cost and capacity data to calculate accurate labor, overhead, and machine costs while considering available capacity for realistic lead time estimates.
Include probable quotations in material planning calculations, enabling proactive supply chain management and capacity planning based on sales pipeline probability.