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Pricing and quoting engines

Your pricing rules, turned into a quoting tool your team can run.

Right now the price lives in a spreadsheet, in a senior estimator's head, or both. I sit with whoever does the quoting, write every rule down, and rebuild them as software your team can run without supervision. A quote that took a day comes back in minutes, with the margin floor enforced. You own the code and the rules.

You own the rules and the code Fixed quote after the audit Built for a UK manufacturer, still running
A quoting tool applying pricing rules automatically

Every rule written down, tested and traceable.

The spreadsheet trap

The pricing works, until the person who understands it is away

The workbook has grown over years. Tabs reference other tabs, a multiplier sits in a cell nobody dares touch, and the surcharge for a rush job is a rule of thumb the sales director applies from memory. It produces good quotes, as long as the right person is at the desk.

The cost shows up in the gaps. A quote waits two days because the estimator is on site. Two people price the same job and land on different margins. A junior cannot be trusted with it, so the senior does every one. None of that is a spreadsheet problem. It is a knowledge problem, and knowledge can be written down and built into a tool.

What I build

From the workbook to a tool the whole team uses

Every engine is different because every business prices differently. These are the parts that show up in nearly all of them.

The rules, written down

I work through every multiplier, tier, surcharge and exception with the person who quotes, and write each one down. Most businesses have never seen their own pricing on one page.

A quoting tool your team can run

A junior picks the options, the tool applies the rules, and a quote goes out in minutes. The senior estimator checks the unusual ones instead of doing all of them.

The margin floor, enforced

The tool will not produce a price below the floor you set. Discounts stay inside the limits you agreed, without a conversation every time.

Connected to what you already use

The quote lands in your CRM, becomes an invoice in Xero, or pulls today's material rates from a supplier feed. The plumbing is part of the job.

Rules you can change

Prices move. Each rule is versioned and tested, so a change is an edit with a record, not a rebuild and a nervous week.

A handover your team keeps

Your team is trained on it, the documentation is yours, and the code lives in your accounts. Leave me tomorrow and it keeps working.

Proof

A working day down to ten minutes

For a UK manufacturing SME, identity withheld under contract, I spent several years building and refining the pricing engine the sales team quotes on. A new hire told me the quote in front of him would have taken a full working day at his previous employer. He had finished it in ten minutes. The system is still running. Read the case study.

1 day
What a quote used to take
10 min
What it takes with the tool
Years
In daily use, refined every week
100%
Owned by the client
See the rest of my work

The numbers are real. The client's name stays under contract.

Who this is for

This is for you if

Your pricing lives in a spreadsheet, in one person's head, or both.
Quotes go out slower than customers are willing to wait, and you have lost work to it.
Two people quote the same job and land on different margins.
You want the senior estimator checking the unusual quotes, not producing every one.

Probably not a fit if

You sell from a fixed price list and a catalogue already does the job.
An off-the-shelf quoting tool fits your pricing and you are happy with it.
You produce a handful of quotes a month and the spreadsheet is fine.

If that is you, the audit will say so, and you keep the written summary either way.

The free pricing audit

Thirty minutes with the person who would build it

I map where your pricing logic lives, where it leaks, and what it would take to get a defensible quote out in minutes. You keep the write-up whether or not we go further.

A map of your quote workflow

I trace every step from "customer asks for a price" to "quote in their inbox" and mark where the hours go.

The rules that drive your margin

Markup tiers, material multipliers, discount thresholds, and the rules of thumb your estimator carries in their head, written down in one place.

A one-page brief on what would change

Rough cost, rough timeline, rough payback. If rebuilding does not make sense for you, the brief says so.

How the thirty minutes run

10 min

How you quote today

Walk me through the current process: who is involved, what tools, what slows it down.

15 min

Where the rules live

I open the spreadsheet and a few old quotes and find the things your estimator just knows.

5 min

Rough cost and timeline

A frank read on whether a rebuild is worth it, what it would cost, and how long it would take.

Common questions

How long does a pricing engine take to build?

Most run 4 to 12 weeks from audit to handover, sized to the business. Scope and price are fixed after the audit, before any code is written.

What does it cost?

A fixed fee agreed after the audit, once I know what the rules actually are. Builds start from £1,485 at £495 a day. No hourly billing and no surprise invoices.

Do I own the code and the pricing logic?

Yes. Every rule is documented and the code lives in your accounts. If you stop working with me tomorrow you still have a working system your team can change.

What if the spreadsheet already works?

Sometimes it does, and I will say so on the audit. You still leave with the written summary of what I found.

Is this an off-the-shelf quoting tool?

No. Each engine is built around your pricing rules. Off-the-shelf tools assume a generic pricing model, and yours is not generic.

How it starts

Start with a conversation. You decide after each step whether the next one is worth it.

Step 01

A free 30-minute call

Free

You tell me what's slowing the business down. I tell you what I'd do about it, and whether it needs building at all. It ends when the 30 minutes do.

Step 02

A discovery day

£495, credited back in full if you go ahead

A day working through your business with me. You get a written plan: what to build, what not to, and a fixed quote for it. If you go ahead, the £495 comes off the build.

Step 03

The build, on a fixed quote

From £1,485, at £495 a day

The price is fixed before I write a line of code. You see the work as it takes shape, and you own everything I write. If paying in one go is hard on cashflow, I can spread the cost over monthly payments.

And afterwards I'm still here. Most clients keep my number.

Start here

Book the free pricing audit

Four quick questions about how you quote today. I read every one myself and come back within a working day with a time for the call.

How do you quote today?

Pick the closest fit.

Prefer to talk now?

Book a 30-minute call at a time that suits you, or send a quick message on WhatsApp.

Message on WhatsApp

How long does a quote take you today?

Book a free pricing audit