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Trade quoting workflow

Build the quote from the job you already surveyed.

Setout Pro keeps reviewed plan quantities, manual scope and company labour rates close to the quotation—so a trade firm can move from site evidence to a professional customer document without starting from a blank spreadsheet.

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Reviewed room quantities entering a structured fixed-version quotation

A clear definition

What is construction quoting software?

Construction quoting software organises the scope, quantities and prices a firm intends to offer, then presents them as a customer document. A quotation is not the same as a rough internal estimate: once issued, Setout Pro preserves that exact version for review and acceptance.

No more rebuilding tonight's quote from rough site notes. Start with the room and scope already attached to the project, then apply your own commercial judgement.

How it works

From reviewed quantity to customer figure

Setout Pro explains the handoff rather than claiming an automatic magic price. Unknown materials or supplier costs stay unknown until the firm enters or imports real evidence.

  1. 01

    Review quantities

    Use plan takeoff only where the measurement and object support it.

  2. 02

    Structure the offer

    Organise sections and quote lines in language the customer can understand.

  3. 03

    Apply your rates

    Use company labour rates and builder-entered figures while keeping internal cost private.

  4. 04

    Preview

    Check the customer-facing document before issuing a fixed version.

  5. 05

    Issue and retain

    Send a secure link to the exact version and keep earlier history distinct.

In practice

Your price, with a clearer evidence trail

  • Plan-linked and manual quote lines can sit together when the job needs both.
  • Internal cost, margin and working notes stay out of customer presentation.
  • Whole-minor-unit money handling helps keep displayed totals consistent.
  • A changed draft does not silently rewrite a previously issued customer version.

The honest boundary

Commercial truth

  • Setout Pro does not claim live merchant or supplier prices.
  • The firm remains responsible for quantities, rates, exclusions, tax treatment and final price.
  • An issued quote is a fixed customer version; later changes require a new review and issue step.
  • The product is not legal, tax or financial advice.

Questions, answered plainly

Frequently asked questions

What is the difference between an estimate and a quotation?

An estimate is an indication that may change as the scope becomes clearer. A quotation is the priced offer the firm chooses to issue. Setout Pro records acceptance against the exact issued quotation version.

Does Setout Pro choose my prices?

No. It can use company rates and builder-entered figures, but the business reviews and controls the customer total.

Can customers see my margin?

The customer document is designed to exclude internal cost and margin. The firm chooses the customer-facing scope and total.

Keep following the job

Related Setout Pro workflows

View the full product journey
Room survey workflowMeasure the room without losing the job around it.Explore workflow →Accepted work handoverGive the operative the work that was agreed—not the estimator's margin.Explore workflow →Invoice record workflowKeep the invoice tied to the job that earned it.Explore workflow →Simple launch pricingOne month to use it on real work. Then £29.99 a month.Explore workflow →