Enquiries, quotations and tenders

Quote v2 FINAL
revised NEW.

Every enquiry logged, priced from a structured build-up, and issued once, from one place, with a record of what went out.

A hard hat, rolled drawings, a scale rule and a tape on the desk where a job gets priced
In plain terms

Construction quoting software turns an enquiry into a priced, branded document and keeps the record of it: what was sent, to whom, on what date, at what price, and what happened next. The hard part is not the arithmetic. It is the version control.

Unibuild logs every enquiry that arrives, prices it from a structured build-up of materials, labour, testing, strip out, preliminaries and other charges, issues it as a PDF on your letterhead, keeps every revision, and either converts it into a live project carrying the same reference or closes it out with a reason you can report on.

How quoting usually works

One estimator built the workbook. Nobody else fully understands it.

It has hidden columns, a broken link to a rate sheet on somebody's desktop, and a total that only works if you tab out of the right cell.

Version control
Quote v2 FINAL, then FINAL revised, then FINAL revised NEW. Which one went?
Nobody can say
The labour rate
Three years old. It has gone up twice. Noticed halfway through the job.
Margin eaten
Enquiries
They arrive by email and stay in an inbox. Some get priced. Some do not.
Quoted after the deadline
Sent from Outlook
As an attachment, by one person. No central record of what, to whom, when.
Chasing is a memory
The win rate
Not overall, not by client, not by type of work. Nobody knows it.
The same losses, repeated
Tender documents
In a shared drive folder named by whoever made it. Half cannot be found again.
Re-priced from nothing
The underlying issue A quotation is a contract document held in a file anybody can overwrite Until it is a record
What the module does

Six things a workbook and an inbox cannot do together.

Every enquiry
logged

01

An enquiry becomes a record the moment it arrives, with its client, its date, its documents attached and its own reference, rather than an email somebody has flagged.

  • You can say how many came in last month
  • How many were quoted, and how many were quoted late
  • The tender documents stay with the enquiry that carried them
  • Nothing depends on one inbox being searched
Counted, not rememberedLive

Priced from a
structured build-up

02

Sections for materials, labour, testing, strip out, preliminaries and other charges, priced from your own catalogues and rate cards rather than from a cell somebody typed over.

  • The labour rate is the one your library holds today
  • Materials come from the price list, not a supplier email
  • The build-up is visible, so a total can be defended
  • Preliminaries get their own section instead of a percentage
A number with a reason behind itLive

Every revision
kept

03

Revisions are versions of the same quotation rather than new files. What was issued, when, and at what price stays on the record after it has been superseded.

  • Which answers the strip out argument six months later
  • An activity log records what was edited and by whom
  • No filename convention to maintain or to break
  • The client's copy and your copy are the same document
Provable, not recalledLive

Issued on your
letterhead

04

A branded PDF produced by the platform, from your own logo, address and numbering, rather than a workbook printed to PDF and attached by hand.

  • It looks the same whoever sends it
  • Numbering runs in sequence, so gaps are visible
  • Sent from the record, so the record knows it was sent
  • Your terms travel with it every time
One document, one sourceLive

Chased, and
closed out

05

A quotation sits in a state rather than in somebody's head. Outstanding, successful or unsuccessful, with a reason recorded when it goes the wrong way.

  • You can see what is sitting with a client unanswered
  • A loss with a reason is worth more than a loss without one
  • Which is how a win rate becomes a number you can act on
  • By client, and by the kind of work
Followed up, not forgottenLive

Converted, keeping
its reference

06

A won quotation becomes a live project carrying the same reference, so the priced build-up that won the work is the thing the job is later measured against.

  • Nothing is retyped, so nothing is mistyped
  • The estimate and the actual share a number
  • Which is what makes estimate against actual meaningful
  • And what makes the next quote better than the last
Priced once, carried throughLive

Bring last month's enquiries. All of them, including the ones nobody priced.

The gap between what arrived and what went out is usually the most expensive number in the business, and almost nobody can produce it on request.
Book a demo 30 minutes. The demo runs on our own data.
Two people working through a marked up drawing while pricing a job
411Enquiries logged and accounted for
409Quotations priced and issued
1,088Activity log entries behind them

Counted in the live system, July 2026. 173 of those quotations are marked successful and 245 are linked to a project, which is the point: the number you quoted and the number you are measured against are the same number.

The detail estimators ask about

Six things worth knowing before you move a quoting process.

These are the questions that come up in the second conversation, so they are answered here instead.

The build-up is the document

Sections for materials, labour, testing, strip out, preliminaries and other charges are not presentation. They are how a quotation is defended when a client asks what a line covers, and how a variation is priced later from the same basis rather than from a fresh guess.

What the client sees is not what you see

Your cost, your markup and your build-up stay yours. The document that goes out shows what you have decided it should show, which matters most when the person handing it over is standing on site next to the person receiving it.

Reasons, not just outcomes

A lost quotation with a reason recorded against it is worth something. A pile of unsuccessful ones is worth nothing. This is the single field most firms skip and most regret skipping, because it is what turns a win rate into a decision about which work to stop chasing.

The credit check belongs here

Underwriting a client is part of deciding whether to price the work, not an afterthought once you have won it. Credit checks sit on the client record with the date and the document attached, so the exposure is visible while the decision is still open.

Migration is the estimator's time

Loading a rate library is where the real client effort goes, and any supplier who says otherwise is selling. The quoting side is fast to configure; the price library behind it is the work, and it is worth doing properly once rather than twice.

It has to survive the person who built it

The reason most quoting spreadsheets are dangerous is not that they are wrong. It is that one person understands them. A structured build-up priced from a shared library is legible to somebody who joined last month, which is the whole argument for moving.

The quote is only as good as the rates behind it.

If your price library is still three workbooks and a folder of supplier emails, that is the conversation worth having before this one.
See the price library Or call the office on UK hours
Questions

Asked by whoever
prices the work.

Can we prove which version of a quotation we sent?+
Yes, and it is the main reason firms move. Revisions are versions of one quotation rather than separate files, so what was issued, when, and at what price stays on the record after it has been superseded. An activity log records what was edited and by whom. When a client says six months later that the price included the strip out, the answer is a document with a date on it rather than a search through somebody's sent items.
How is a quotation actually priced?+
From a structured build-up rather than a single figure: sections for materials, labour, testing, strip out, preliminaries and other charges, priced from your own catalogues and rate cards. That matters twice over. It means the labour rate in the quote is the rate your library holds today rather than one typed in three years ago, and it means a line can be defended when a client asks what it covers.
Will the client see our costs or our margin?+
No. Your cost, your markup and your internal build-up stay on your side. What the client receives is a branded PDF showing what you have decided it should show, produced from your own logo, address and numbering. It matters most when the person handing it over is standing on site next to the person receiving it.
Can we finally get a win rate out of it?+
Yes, and by client and by type of work rather than just overall. A quotation sits in a state, outstanding, successful or unsuccessful, and a loss carries a reason. That last field is the one most firms skip and most regret skipping, because a pile of unsuccessful quotes tells you nothing while a pile with reasons on them tells you which work to stop chasing.
What happens when we win one?+
It converts into a live project carrying the same reference. Nothing is retyped, which means nothing is mistyped, and the priced build-up that won the work becomes the thing the job is measured against afterwards. That shared reference is what makes estimate against actual worth looking at, and what makes the next quotation better informed than the last one.
Where does the tender paperwork live?+
With the enquiry it arrived on. Drawings, specifications and the rest attach to the record rather than to a shared drive folder named by whoever created it, so when a quotation has to be revisited a year later the documents that informed it are still findable. This is unglamorous and it is one of the things people notice most in the first month.
How long does it take to move our quoting onto this?+
The quoting side configures quickly. The honest answer is that the work is the price library behind it, and that is a data exercise measured in estimator hours rather than in software setup. It is worth doing once, properly, at implementation. We would rather say that at the start than discover it together in week three.
Next step

Find out what your win rate actually is.

A manager studying drawings on site, working out what a job will take
The point You already price well. What you cannot do is prove what you sent That is the part this fixes
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