Quoting software: build, approve, send and follow up quotes.
Quoting software builds quotes from your product and price list, sends them to a manager for approval if needed, delivers them to the customer as a PDF or a link, and tracks what happens next. At Pirdir, every quote is linked to the customer record and turns into an order or an invoice once approved.
Who it’s for
Sales and project teams that prepare dozens of quotes a week
Where it runs
Browser; the customer opens the quote from a link
Setup
2–4 weeks
Starting price
Setup from €2,900
Today a quote is put together from a Word template, an old price list and email attachments. In Pirdir, it comes from one screen.
Customer
Lines
Approval
Sent
Status
Who approved the discount?
Has the quote gone out??
The path of a quote
As you scroll, the quote is built line by line.
Lines come from the list
Choose a product or service, and the price, discount and VAT are calculated from the current price list.
Approval goes to a manager if needed
Quotes above the discount or amount you set go for approval.
It goes to the customer
The quote is sent with your company template as a PDF and a link.
You hear when it’s opened
When the customer opens the link, the sales rep gets a notification, so the follow-up call happens at the right time.
What quoting software does
Everything below comes ready. Field names, statuses and reports are adjusted to your business during setup.
Quote templates
A branded PDF with your logo, terms and signature.
Product and price list
Lines calculated with currency, discount and VAT.
Approval flow
Quotes above an amount or discount limit go for approval.
Version history
Earlier versions of a revised quote are kept.
Sending by link
The customer opens the quote from a link and can accept it there.
Turning into an order
An approved quote becomes an order or an invoice with one click.
Who is quoting software for?
It isn’t for everyone. We also spell out when it won’t fit, so nobody wastes time on a call.
A good fit
You may not need it
Slide to see the price
Setup is paid once and includes the core and 2 modules. Usage is billed monthly per user, with a minimum of 5 users. Prices are in euros and exclude VAT; we confirm the final price in writing after discovery.
Set up alongside it
They connect to the same core and share customers, documents and users.
Quoting software by industry
The same module is set up with different fields and statuses in each industry.
Let’s get your quotes out of Word.
On the call we open one of your quotes together and work out the template, line structure and approval rules from it.
Quoting software: common questions
Ask anything not covered here on the call, and we’ll send the answer in writing too.
Can quotes be prepared in foreign currencies?
Yes. Lines can be in euros, pounds, dollars or another currency, converted at that day’s rate or at a rate you enter by hand.
Can customers accept a quote online?
Yes. A quote opened from the link can have an accept button, and the time of acceptance and who accepted it are recorded.
Can we design the quote template ourselves?
The template is prepared during setup with your logo, colours and terms. If you want changes later, they are made as small changes included in the monthly fee.
How do I know when a quote is opened?
When the link is opened, the sales rep gets a notification in the dashboard and, if you like, by email; the time it was opened shows on the quote record.
How is the price worked out?
It’s made up of a one-off setup fee and a monthly usage fee per user. Setup starts at €2,900 and includes the core and two modules; each extra module is €650. Usage is €24 per user per month, with a minimum of 5 users. Prices are in euros and exclude VAT; the final price is confirmed in writing after discovery.
Let’s hear about your business in 20 minutes.
The call is free. By the end you’ll know which modules you need, how long setup will take and what it will cost.
On the call you’ll speak with Anıl and Hatice. They are also the ones who build your software.