What you quote
- Services and products
- Labour rates
- Materials
- Quantities
- Optional services
SOLUTIONS / CONFIGURABLE SOLUTION
QuoteFlow
A quoting system built around your business.
Configure the quoting workflow around your services, pricing rules, customer requirements and review process — rather than forcing your business into a generic quote template.
Discuss your quoting workflowTHE SOLUTION
Prepared for people to review.
QuoteFlow is a customizable Vexora software solution. An implementation can bring enquiry details, business-specific pricing logic and quote preparation into one considered workflow, with a person checking the draft before it moves forward.
The configuration and scope are defined with each business; capabilities are not assumed to be included in every build.
The problemA fencing enquiry needs site details and agreed pricing before a quote can be prepared.
Information received
- Customer
- Jordan
- Customer’s AI agent
- Avery
- Marketing source
- Online search · campaign not supplied
- Request
- Replace approximately 18 m of timber boundary fence
- Still needed
- Site access, final measurements and removal requirements
Prepared · awaiting review
Organised for the team
One linked customer and job record, with a draft scope and the missing details visible. Pricing follows the business’s agreed rules once inputs are confirmed.
Person checks and decides
Check measurements, access, scope and pricing. Decide whether a site visit is needed before approving a quote.
Next action
Ask Jordan for the missing site details. The draft remains unsent until a person approves it.
HOW IT WORKS
From enquiry to follow-up.
A possible flow keeps human judgement between the prepared estimate and the quote sent to a customer.
- 01Enquiry
- 02Customer & job requirements
- 03Pricing rules
- 04Draft estimate
- 05Human review
- 06Branded quote
- 07Status / follow-up
CUSTOMIZATION
Built around how you quote.
Relevant parts of a QuoteFlow implementation can be configured to match the information your team needs, the rules it applies and the checks it makes.
How you price
- Pricing rules
- Call-out or travel rules where appropriate
- Discount rules
What you collect
- Customer information
- Job requirements
How your team works
- Quote templates
- Approval stages
- User roles
- Quote statuses
- Reporting
These are configuration possibilities, not a standard feature list. We would agree what belongs in a specific implementation during scoping.
EXAMPLE CONFIGURATIONS
Different work. Different inputs.
Illustrative examples of how quoting requirements may vary. These are not customer implementations.
Trades & construction
Labour, materials, quantities and site requirements
Cleaning
Property or site details, frequency, service level and labour
Professional services
Scope, hours, deliverables and options
Property services
Site, services, recurring requirements and materials
Manufacturing / supply
Products, quantities, options and delivery requirements
WORKING TOGETHER
Start with your quoting workflow.
We first explore whether a configured solution is a good fit. The scope follows the requirements, rather than a fixed package.
- 01Discuss your quoting workflow
- 02Review requirements
- 03Define configuration and scope
- 04Build or configure
- 05Test
- 06Handover
Discuss your quoting workflow.
Tell us how enquiries, pricing and review work today. The guided enquiry helps us start a useful conversation; it does not commit either side to a build.
SmartQuote is separate application development experience. QuoteFlow is Vexora's customizable quoting solution, configured to an agreed scope for each business. A person reviews prepared quote information before it moves forward.