Quoting & Estimating Software for Construction
Quotes get rebuilt from scratch in spreadsheets every time, so pricing is inconsistent, terms get forgotten, and there’s no record of what the client actually agreed to.
Price work from a reusable rate library, set your inclusions and exclusions once, and send a professional quote the client can accept online — with a full audit trail.
How It Works
Stop rebuilding every quote in a fresh spreadsheet — standardise your pricing so quotes go out faster and read consistently.
- 1
Build reusable rates
Save labour, plant and material build-ups in a rate library with overheads, profit and oncosts, so the same work is always priced the same way.
- 2
Price the estimate
Assemble a bill of quantities from your rates, apply margin per line, and see the subtotal and total update as you go.
The “York Road Improvements” estimate (EST-2024-003, Leeds City Council) moving through a Draft → Review → Approval → Approved → Submitted workflow — a Bill of Quantities with a £261,724 subtotal and grand total, 12 rate-library entries, the linked tender, and Bill of Quantities / Prelims / Risk Register tabs. - 3
Set inclusions and exclusions
Record exactly what the price does and doesn’t cover so scope disputes don’t come back to bite you later.
- 4
Send the quote
Generate a branded quote PDF and send a secure link to the client by email — no login required for them to view it.
- 5
Get it accepted
Clients review the quote, pick between options where offered, and accept online or ask a question — every action is recorded against the quote.
- 6
Convert to a project
Turn the accepted quote into live work and carry the scope, values and assumptions straight into delivery, valuations and applications for payment.
The cross-job Applications for Payment dashboard — Total Applied £16,917,178 against Total Certified £14,336,330 with the £2,580,848 variance and an applied-vs-certified bar chart across twelve months, showing how won quotes flow into the payment cycle.
Features That Move The Needle
Built for high-stakes construction workflows: deadlines, compliance, and audit trails.
Price consistently and quote faster instead of rebuilding rates every time.
Assemble structured, itemised quotes clients can actually read and check.
Protect your margin on every line rather than guessing a blanket mark-up.
Make scope explicit so you’re not dragged into unpriced work after winning.
Send something that looks professional without rebuilding a template each time.
Let clients accept online and shorten the gap between quote and go-ahead.
Start delivery with the agreed scope and values instead of re-keying everything.
Keep a timestamped record of what was quoted, sent and accepted.
Why It Works
Build every quote from a reusable rate library, price it line by line with your own overheads and margin, and send it as a professional PDF or a secure link the client can accept online. Inclusions and exclusions travel with the quote, so scope is clear from estimate to acceptance — and the accepted quote flows straight into the live project.
Who It’s For
- Estimators
- Quantity Surveyors (QS)
- Commercial Managers
- Owners and Directors pricing work
- Administrators preparing and sending quotes
Already using Site Samurai? Jump to the module features and workflows your team needs.
Frequently Asked Questions
Common questions teams ask before they book a demo.
Related Resources
Run the bid pipeline that feeds your quotes, from invite to submission.
Track applied vs certified values, variations and retention after you win.
Turn won quotes into clean payment cycles and cashflow.
See tender-to-final-account workflows end to end.
From £99/month with unlimited users across all plans.
Explore a fully-seeded account before you sign up.
Walk through quoting from rate build-up to acceptance.
Ready To See It On Your Jobs?
Start a trial for hands-on access, or book a demo to map your workflow to the platform.
Prefer a walkthrough? Book a 15-min demo