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Quoteplan

by RutamSoft · Since 2012
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Active2+ countriesCloud
Quick facts
VendorRutamSoft
Year launched2012
StatusActive
Location211 W. Wacker Drive, Ste 120, #2334, Chicago, IL 60606, USA
Countries served2+
Languages1
Integrations19+
Free tierNO
Free trialNO
Contact salesYES

About Quoteplan

Quoteplan is the "Precision Engine" for electrical manufacturing. It moves beyond simple word processing to provide a data-driven estimation system.

Quoteplan is the "Precision Engine" for electrical manufacturing. It moves beyond simple word processing to provide a data-driven estimation system. For an Operations Manager or Business Owner in the control panel industry, its value lies in margin protection—ensuring that every screw, wire, and switchgear component is accounted for at current market prices. It is a robust, professional-grade tool that transforms the chaotic quotation phase into a streamlined, profitable workflow.

Pros & Cons

Pros
  • The tight integration with QuickBooks ensures that sales data and accounting data always match.
  • It understands the specific nuances of electrical panel components and pricing.
  • The live pricing link virtually eliminates underquoting errors caused by material price hikes.
Cons
  • The initial configuration of custom material and labor rates requires focused attention.
  • A stable internet connection is mandatory for accessing the live SKU database.

Features

Key features

QuickBooks Sync

Seamlessly transfers approved estimates into QuickBooks as invoices or purchase orders.

Project P&L Visibility

Provides business owners with a clear view of project-specific profitability by linking labor, material, and overhead costs.

Automated BOM Generation

Instantly creates a Bill of Materials (BOM) from an approved quotation, reducing manual data entry errors.

Live Price Lists

Integrates real-time switchgear and component price lists to ensure quotes reflect current market volatility.

Intelligent Component Database

Access to a library of over 1 million SKUs for process automation and electrical components (e.g., Schneider, Siemens, L&T).

Additional features

Collaborative Workspaces

Allows engineering and sales teams to work on the same estimate simultaneously.

GST/Tax Reports

Generates localized tax reports for easier compliance and bank audits.

Production Analytics

Insights into component usage trends and overall manufacturing throughput.

Vendor Management

Manage requisitions and compare offers from different suppliers.

Change Management

Automatically recalculates project costs and quotes when a design or BOM change occurs.

Labor & Expense Tracking

Log billable and non-billable hours against specific projects.

Customizable Templates

Tailor the look and feel of quotes and invoices to match company branding.

Quality Check Tracking

Integrated quality control steps during the receiving and production phases.

Sales Analytics

Dashboards to track bid/win ratios and sales team performance.

Inventory Management

Track stock across multiple locations and manage Goods Received Notes (GRN).

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

2
Countries served
1
Interface languages
2
Billing currencies

Available in

United StatesIndia

Interface languages

English

Billing currencies

🇺🇸USD🇮🇳INR

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