BOS ESTIMATING AND QUOTING FEATURES AND BENEFITS
The Estimating functionality delivers fast, accurate, and configurable quoting tools for a wide range of industries. Whether using fixed templates or custom-built models, the module ensures reliable costing, flexible pricing, and professional quote outputs — tightly integrated with cost centres, sales, and production.
Discover how these cutting-edge solutions can transform your organisation.
BOS ESTIMATING AND QUOTING FEATURES AND BENEFITS
The Estimating functionality delivers fast, accurate, and configurable quoting tools for a wide range of industries. Whether using fixed templates or custom-built models, the module ensures reliable costing, flexible pricing, and professional quote outputs — tightly integrated with cost centres, sales, and production.
Discover how these cutting-edge solutions can transform your organisation.
General
Fixed Estimating Models for Key Industries – Use ready-built templates for Print, Packaging, Signage, Corrugated, Labels and other sectors to quote quickly and accurately with built-in costing logic.
Custom Estimating Structures – Build flexible models for non-standard, niche, or complex jobs to cover all quoting scenarios.
Checklist-Driven Workflow – Guide estimators through a consistent process with standardised input fields and validation.
Approval and Review Controls – Ensure quotes are reviewed and signed off internally before being sent to clients, reducing risk and errors.
Full Audit Trail – Track all estimate versions, approvals, and pricing logic for complete accountability and traceability.
Reporting and Analysis – Track quoting performance, win/loss rates, turnaround times, and profitability to identify trends and improve estimating accuracy.
Costing Logic & Accuracy
Integrated Cost Drivers – Dynamically calculate costs based on material use, labour, setup time, machine availability, and outsourced components.
Cost Centre Integration – Allocate operations, machine time, and labour to specific cost centres, ensuring realistic and resource-aware estimates.
Real-Time Costing Feedback – Pull live material and resource costs from inventory and production to maintain up-to-date pricing.
Real-Time Profitability View – See live margin and profit feedback while building the quote to ensure pricing decisions support business goals.
What-If Scenario Testing – Instantly adjust variables like quantity, materials, or methods to compare cost outcomes and optimise quotes.
Pricing & Customer Rules
Customer Price List Integration – Automatically apply contract pricing, discounts, and tiered structures based on the customer’s profile.
Quantity-Based Pricing Models – Offer scalable pricing for different volumes without compromising on margins or accuracy.
Quote Output & Follow-Through
Product-Based Quoting – Create fast, consistent estimates by quoting directly from items, inventory, or BOMs, with full integration to production and costing.
Standard Job Templates – Use predefined templates for commonly repeated jobs, reducing setup time while maintaining cost reliability.
Editable Quote Revisions – Maintain version control by revising quotes with full visibility of changes, history, and audit trails.
Branded Quotation Outputs – Generate professional, branded quote letters including terms, pricing details, visuals, and customer information.
Quote-to-Order Conversion – Convert approved quotes directly into sales orders, job cards, or production instructions — no double capture required.
Reports and Dashboards
Management Reports - Provides comprehensive management reports with customisable output formats, offering critical insights for decision-making.
Entity or Group Reporting - Generates consolidated group reports and entity-specific reports, enhancing overall visibility and detail.
Interactive Reports and Dashboards - Offers interactive reports with drilldown, sorting, grouping, and filtering features, facilitating deeper financial analysis.
Customisable Output - Offers customisable report outputs in multiple formats, meeting specific reporting requirements and enhancing flexibility.
General
Fixed Estimating Models for Key Industries – Use ready-built templates for Print, Packaging, Signage, Corrugated, Labels and other sectors to quote quickly and accurately with built-in costing logic.
Custom Estimating Structures – Build flexible models for non-standard, niche, or complex jobs to cover all quoting scenarios.
Checklist-Driven Workflow – Guide estimators through a consistent process with standardised input fields and validation.
Approval and Review Controls – Ensure quotes are reviewed and signed off internally before being sent to clients, reducing risk and errors.
Full Audit Trail – Track all estimate versions, approvals, and pricing logic for complete accountability and traceability.
Reporting and Analysis – Track quoting performance, win/loss rates, turnaround times, and profitability to identify trends and improve estimating accuracy.
Costing Logic & Accuracy
Integrated Cost Drivers – Dynamically calculate costs based on material use, labour, setup time, machine availability, and outsourced components.
Cost Centre Integration – Allocate operations, machine time, and labour to specific cost centres, ensuring realistic and resource-aware estimates.
Real-Time Costing Feedback – Pull live material and resource costs from inventory and production to maintain up-to-date pricing.
Real-Time Profitability View – See live margin and profit feedback while building the quote to ensure pricing decisions support business goals.
What-If Scenario Testing – Instantly adjust variables like quantity, materials, or methods to compare cost outcomes and optimise quotes.
Pricing & Customer Rules
Customer Price List Integration – Automatically apply contract pricing, discounts, and tiered structures based on the customer’s profile.
Quantity-Based Pricing Models – Offer scalable pricing for different volumes without compromising on margins or accuracy.
Quote Output & Follow-Through
Product-Based Quoting – Create fast, consistent estimates by quoting directly from items, inventory, or BOMs, with full integration to production and costing.
Standard Job Templates – Use predefined templates for commonly repeated jobs, reducing setup time while maintaining cost reliability.
Editable Quote Revisions – Maintain version control by revising quotes with full visibility of changes, history, and audit trails.
Branded Quotation Outputs – Generate professional, branded quote letters including terms, pricing details, visuals, and customer information.
Quote-to-Order Conversion – Convert approved quotes directly into sales orders, job cards, or production instructions — no double capture required.
Reports and Dashboards
Management Reports - Provides comprehensive management reports with customisable output formats, offering critical insights for decision-making.
Entity or Group Reporting - Generates consolidated group reports and entity-specific reports, enhancing overall visibility and detail.
Interactive Reports and Dashboards - Offers interactive reports with drilldown, sorting, grouping, and filtering features, facilitating deeper financial analysis.
Customisable Output - Offers customisable report outputs in multiple formats, meeting specific reporting requirements and enhancing flexibility.
