Customer estimates.
Customer-facing estimate forms
Less retyping. More consistent quotes.
Quoting tools.
Turn your rules into a useful process.
Make repeated questions and calculations easier to handle. I develop quoting tools around your business rules, from customer enquiry calculators to internal systems with approval stages.
- Ace Gas
- Digital Space
Your developer. Your direct contact.
A proper starting point
Start with your business.
Build around the brief.
If every quote starts with the same questions and calculations, a tailored tool can make the process clearer for customers and staff. I build quoting tools around the rules your business actually uses, from an enquiry calculator to an internal system with approval stages.
We work through how you calculate a price: quantities, measurements, options, margins, delivery, taxes and exceptions. Some businesses need an immediate indicative figure; others need a qualified enquiry that a person reviews before a price is offered.
That distinction matters. A public estimate should explain its assumptions, while a binding quote needs a properly defined approval process. I help identify which rules can be encoded and where professional judgement still belongs.
What matters in the work
Designed to fit.
Built to work.
Internal quoting.
Internal pricing and quoting workflows
Clear calculations.
Conditional questions and exact calculations
Connected approvals.
CRM handovers and approval stages
From the portfolio
Different businesses.
Individual thinking.
A few examples of the websites and long-term relationships behind my work.
Ace Gas
Ace Gas is a growing plumbing, heating and gas business based in Wigan. Sam has worked with the team for more than 10 years, building four websites and providing website and email hosting, SEO and general support along the way.
- Web Design
- Web Development
- CRM & Automation
Digital Space
Bespoke web development, consultancy and ongoing digital support for Digital Space, spanning maintenance, SEO, marketing materials and reporting.
- Web Development
- Consultancy
- Maintenance & Support
The detail behind the work
A considered approach.
From the start.
The choices, practical details and support that shape your project.
01Make the questions useful
A good quoting journey asks for the information needed at that stage, without turning the form into an obstacle. Conditional questions can adapt to the service or product, and explanations can help customers provide sensible details.
The same information can support the follow-up: a clear summary for the sales team, a record in an authorised CRM or a saved draft for an estimator. We agree what is sent, where it is stored and who needs to review it.
02Keep exact calculations in tested logic
AI can help organise a description or draft a summary, but business-critical calculations should follow explicit rules. I build the calculation and validation around agreed examples, including edge cases and the response when information is missing.
The tool may also need account permissions, versioned prices or a record of which assumptions produced a quote. These are practical requirements to consider before the interface is treated as complete.
03Choose the right level of tool
A simple enquiry calculator and a full quoting application are different projects. I can develop a website feature, connect an existing service or build a separate application depending on the workflow and the people using it.
Send an example of your current quote process with any confidential material removed. We can use it to define the inputs, rules, outputs and approval steps, then quote a useful first version rather than an unlimited feature list.
Before we get started
Good questions.
Straight answers.
Can a customer receive an instant price?
Yes, if the rules support it. We decide whether the output is an indicative estimate or an approved quote and make that distinction clear.
Can AI calculate the quote?
Exact pricing should live in defined, tested logic. AI may assist with suitable text tasks, with review where needed.
Connected services
Find your next step.
Your next chapter
Good things start
with a conversation.
Tell me what you are working towards. I’ll help you find a useful next step.