Quote software built around your pricing rules
Instead of Word and Excel: consistent, itemised quotes in minutes, from price lists, with materials and labour, as PDF and with online acceptance. An accepted quote becomes a work order, pro forma or invoice.
In many companies a quote is still made by editing an old Word file: prices copied by hand, outdated items, inconsistent formats, and nobody knows which quotes need a follow-up. Quote software fixes this: quotes are built from price lists and templates, pricing rules live in one place, customers accept online, and an accepted quote turns into work or an invoice. Lorz Kft. in Miskolc, Hungary builds it as custom software around your pricing logic and connects it to your CRM and invoicing.
What the software does
- / 01
Quotes from templates
Prepared item groups and texts, a consistent look with your company details and logo.
- / 02
Price lists, materials and labour
Products and services from price lists, purchase prices, margins and volume discounts.
- / 03
Options and versions
Basic, recommended and premium options in one quote, with traceable changes.
- / 04
PDF and email
One click to PDF and email, with validity period and terms.
- / 05
Online acceptance
Customers view and accept the quote through a link, choosing an option.
- / 06
Follow-up and reporting
Reminders for unanswered quotes, win rate and quoted value over time.
Quote software: what to know before you decide
01What belongs in a good quote?
A good quote is unambiguous: the customer sees exactly what they get, for how much, on what terms and how long the price is valid. It is worth stating what is not included too, because most disputes come from unspoken expectations.
- the seller's and the customer's details, quote number and date;
- items with quantity, unit and net unit price;
- net, VAT and gross totals with the VAT rates;
- validity period, payment and delivery terms;
- what is not included, and optional extras.
02Pricing rules: price lists, materials, labour, margin
A quote price is rarely a single number. In contracting it is materials, labour, travel and margin; in services, hourly rates and packages; in trade, price lists and volume discounts. The software keeps these rules in one place, so when a purchase price or an hourly rate changes, every new quote uses the new price. Margins and purchase prices are visible only to those with permission.
03From quote to work and invoice
An accepted quote should not stop in a mailbox. For contractors and service teams it becomes a work order, in trade an order, and at the right moment a pro forma or invoice in your invoicing tool. When the quote is part of a wider sales process, a custom CRM manages the customer, and a business management system can tie it all together.
How it works
- 1
Collecting pricing rules
We go through a few real quotes: what makes up the price, the exceptions, who approves.
- 2
Price lists and templates
Existing price lists and quote texts are cleaned up and imported.
- 3
First version
Building, exporting and sending quotes, tested on real cases.
- 4
Connections
CRM, work orders, pro formas and invoices where the process needs them.
- 5
Rollout and support
Training, then support and further development based on use.
What affects the cost?
We quote after walking through your pricing rules. These are the main factors:
- 01
Products and price lists
One price list, or several, regularly updated ones with supplier data.
- 02
Pricing rules
Materials, labour, travel, margin, discount limits and approvals.
- 03
Templates and options
How many quote types, languages and options, and how strict the format is.
- 04
Customer interface
Online viewing, option selection and acceptance, with notifications.
- 05
Connected systems
CRM, work orders, inventory, invoicing: each is a separate connection.
- 06
Support
Hosting, backups, bug fixes and further development on a monthly plan.
We give a fixed price after the discovery phase, in writing and itemised — we walk through the factors above together in the first, free consultation.
Why LORZ
- Your own pricing logic, not a generic template
- Accepted quotes become work orders, pro formas or invoices without retyping
- We write contractor quotes ourselves and know the pitfalls
- Source code and data can stay with your company
- In-person meetings in Miskolc
From Miskolc, across Hungary
We review your process in person in Miskolc and Borsod; development and rollout also work remotely. Quote software can be connected to a custom CRM, work order software and other parts of our software development.
- Lorz Kft. · 3525 Miskolc, Bodótetői út 1. 3. em. 9.
- +36 70 942 9950·info@lorz.hu
- Monday–Friday, 8:00–17:00
Where we regularly work
- Miskolc
- Felsőzsolca
- Sajószentpéter
- Kazincbarcika
- Tiszaújváros
- Mezőkövesd
- Szerencs
- Ózd
- Edelény
- Encs
- Sátoraljaújhely
- Eger
- Nyíregyháza
- Debrecen
Remotely anywhere in Hungary and the EU — with online meetings and remote support.
Frequently asked questions
How much does quote software cost?
Isn't a good spreadsheet template enough?
Can customers accept online?
Wouldn't a CRM's quote module be better?
Interested in this service?
Request a tailored quote — we reply within one business day.