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Samer Hany

Custom Quoting & Estimating Software

Custom quoting and estimating software that turns a slow, expert-led process into accurate estimates while the opportunity is still live.

A difficult quote is rarely just a price list. It may depend on dimensions, materials, location, engineering rules, margins, exceptions, and judgment that only an experienced estimator knows how to apply. Custom quoting and estimating software captures that logic in a controlled system, so the right people can produce a dependable result without rebuilding it by hand every time.

Describe your process

You may recognize this if

  • Preparing one quote takes hours because information moves between field notes, spreadsheets, documents, and email.
  • Only one or two experienced people understand how to turn the inputs into a reliable price.
  • Customers wait days for an estimate even though the required measurements were collected on the first visit.
  • Small transcription mistakes can change the price, margin, or specification of the entire job.
  • Rates and product rules change often, but updating them safely is difficult.
  • You want customers, salespeople, or field teams to estimate work without exposing the underlying calculation model.

How it is done

  1. Map how the price is really produced

    I follow a real quote from the first input to the finished document, including the judgment calls, exceptions, and adjustments that never made it into the official process.

  2. Turn the pricing logic into a tested engine

    Formulas, tables, configuration rules, and constraints move into code and are tested against real historical quotes before anyone depends on the new result.

  3. Design capture around where the information appears

    If measurements happen on site, the system works on a tablet. If a salesperson builds the quote with a customer, the choices and price update in that conversation.

  4. Generate the customer-ready output

    The approved inputs feed the estimate, proposal, or PDF directly, removing the separate copy-and-format stage that usually follows the calculation.

  5. Keep rates and rules under business control

    An admin area lets authorised people maintain products, rates, margins, and options without turning every commercial change into a development request.

Proof

Custom windows and doors manufacturing · Australia

Quote production fell from 2 to 3 hours to about 10 minutes.

Common questions

What happens to our existing spreadsheets and tools?
They usually stay, at least at first. I prefer to connect the tools your team already trusts before replacing them. If a calculation needs to move into an application, I reproduce the logic and test it against real historical cases until the old and new results agree.

Related solutions

This is part of something broader

This is one practical form of Expert Process & Calculation Systems. A wider project may combine it with applications, integrations, reporting, or AI depending on where the process is breaking today.

Expert Process & Calculation Systems