Tidy Quote is built for manufacturers who need speed, accuracy, and clarity from quote to delivery. Designed specifically for lean, product focussed businesses managing complex builds, pricing structures, and tailored offers.
Some quoting tools are built for “one of this, one of that.” Tidy Quote is built for the real world - where your quote might include some of this, a customised that, and a mix of services and products. Tidy Quote is a powerful quoting (also known as CPQ - Configure–Price–Quote) solution for businesses managing complex builds, pricing structures, and tailored offers.
Fully integrated within the Tidy ecosystem, it brings speed, accuracy, and structure to your quoting - without the cost or complexity of traditional systems.
This level of quoting sophistication has typically been reserved for large, global enterprises. Tidy Quote makes it accessible to SMEs, delivering enterprise-level efficiency without the enterprise-level capital outlay.
An electrical contractor quoting fixed-price installs and maintenance packages. They use Tidy Quote to create simple, branded quotes with volume discounts in minutes.
A foodservice supplier managing thousands of SKUs across regions. Tidy Quote helps them apply tiered pricing and customer-specific discounts automatically.
A shade sail manufacturer producing bespoke projects for schools and councils. They rely on Tidy Quote’s formula-based pricing to calculate materials and generate pick lists.
A mobility van converter with highly customised configurations. Tidy Quote’s advanced rules engine handles complex options, dependencies, and compliance checks.
Faster quoting workflows - especially for configurable or multi-line quotes
Onboarding is fast and frustration-free. Most businesses are operational in a week
Reduce admin workload and avoid personnel dependency risks
New users pick it up and get to work - no delays, fewer errors, and faster results. It's easy to use, straight out of the box
Cleaner, more professional quotes = better customer confidence and quicker approvals
Faster quoting workflows - especially for configurable or multi-line quotes
Onboarding is fast and frustration-free. Most businesses are operational in a week
Reduce admin workload and avoid personnel dependency risks
New users pick it up and get to work - no delays, fewer errors, and faster results. It's easy to use, straight out of the box
Cleaner, more professional quotes = better customer confidence and quicker approvals
Tidy Quote is a powerful CPQ (Configure-Price-Quote) tool designed for businesses with custom builds, tailored offers, and complex pricing — without the cost or complexity of traditional ERPs.
Configure multi-line items, assemblies, and custom variables with ease
Speed up quote creation while reducing costly errors and back-and-forth
Keep pricing accurate, consistent, and linked to live inventory
Deliver professional, branded quotes your customers can trust
Remove significant admin and overhead costs from your quoting process
Seamless integration with Tidy3 - no bolt-ons or duplication
Tidy Quote isn't just compatible with Xero - it's built to work seamlessly with it. From day one, Tidy Quote has been designed with Xero users in mind, making it the most natural and complete integration in its class.
Whether you're reconciling stock costs or running clean reports, Tidy Quote works the way Xero users expect - simple, accurate, and fully aligned
If you already love Xero, you'll feel right at home in Tidy Quote
No double entry - data flows smoothly between systems
Real-time sync for purchases, customers, and inventory adjustments
Full support for Xero tracking categories, mapped directly from Tidy Quote
Customer records stay aligned, with built-in customer mapping
Tax handling that matches your Xero settings, including multiple tax items per order
We're a hands-on team based in New Zealand, Australia, and the UK - and we've been doing this for 15+ years.
Learn More About TidyIn house support function is just a call away
Available for businesses with unique needs
We grow with you, not past you
Yes. Tidy Quote supports complex pricing logic, assemblies, multi-line quotes, tiered discounts, and custom variables all with a user-friendly interface.
Yes. Tidy Quote has native integration with Xero and works seamlessly with the Tidy3 suite. We can also support custom integrations if needed.
No. Tidy Quote is designed with a user-friendly interface that makes it easy for non-technical users to create complex quotes with assemblies, pricing logic, and custom variables.
Yes. Tidy Quote supports complex pricing logic, assemblies, multi-line quotes, tiered discounts, and custom variables all with a user-friendly interface.
We use industry-standard encryption, regular security audits, and strict access controls to protect your sensitive information at every stage.
Yes. You can define internal approval thresholds and assign quote approvers based on role, value, or deal type.
Where other platforms overwhelm smaller businesses with complex workflows and bloated feature sets, Tidy3 offers a refreshing alternative: a simple, affordable, and fast solution that gives you exactly what you need.
Purpose-built for small-scale inventory ops - not cut-down enterprise software, but built-for-purpose
Drive operational excellence across your business.
Real-time visibility helps you avoid missed sales and wasted cash.
Bulk tools, live bin tracking, and clean interfaces streamline stock control.
Less time spent reconciling spreadsheets or managing messy systems
Start with Tidy Quote, and grow within the Tidy ecosystem that evolves alongside your operations - whether you're adding complexity or expanding functionality.