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Quoting software for enclosure businesses
A generic CRM stores a line of text and a price. CerraSoft builds the quote with the technical data of the curtain, pergola or awning, starts from your supplier's price list and applies your margin.
Supplier quotes, imported
No more copying the manufacturer's PDF line by line.
Imported line itemsLoad the manufacturer's quote and review each line item before using it.
Materials and RAL coloursMaterial families with cost, sale price, margin and RAL colours.
Your margin, appliedThe final price comes from your costs and the margin you set.
Minimum margin and discountsSet the minimum expected margin and the maximum discount per quote.
Technical data on every line
A quote that speaks the language of enclosures.
Sides and panelsSides in millimetres, number of panels, glass type and finishes.
Finishes and servicesFinishes, frame colour and installation services.
Versions and historyEvery change is recorded and you can go back to a previous version.
Render from the quoteThe quoted line opens in 3D with its measurements.
From quote to customer
Follow-up through to the contract.
Sales pipelineLead, quote and customer, with the conversion rate for the period.
Enquiries without a quoteThe ones going cold, in plain sight so you can act.
Contract without retypingCreated from the accepted quote, with the final measurements.
Actual measurementsIncludes the final survey measurements.
Solutions by product
System features
See it working on a real project
A guided 30-minute demo using a quote from your business.