Fast, Accurate, Effortless Quotes

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.

Tidy Quote cuts quoting time by up to 75%, streamlining even the most complex or multi-line quotes into a simple, intuitive flow. Whether you're configuring assemblies or creating tailored proposals, your team can generate quotes in minutes—not hours.
Reduces errors by 20–40%, eliminating mispricing and costly rework. With branded, professional proposals sent faster and with greater confidence, customers respond more decisively—leading to 20x faster quote-to-order conversions and higher acceptance rates.

Advanced Quoting Made Simple

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.

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Handle Simple to Complex

Simple Configuration
Trade Services Company

An electrical contractor quoting fixed-price installs and maintenance packages. They use Tidy Quote to create simple, branded quotes with volume discounts in minutes.

Moderate Configuration
Wholesale Distributor

A foodservice supplier managing thousands of SKUs across regions. Tidy Quote helps them apply tiered pricing and customer-specific discounts automatically.

Advanced Configuration
Custom Fabricator

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.

Advanced Rules-Based Configuration
Bespoke Vehicle Builder

A mobility van converter with highly customised configurations. Tidy Quote’s advanced rules engine handles complex options, dependencies, and compliance checks.

75% less time spent on quoting

Faster quoting workflows - especially for configurable or multi-line quotes

Live in under 7 days

Onboarding is fast and frustration-free. Most businesses are operational in a week

1 FTE saved per team

Reduce admin workload and avoid personnel dependency risks

Instantly intuitive

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

Convert quotes to orders 20x faster than manual systems

Cleaner, more professional quotes = better customer confidence and quicker approvals

75% less time spent on quoting

Faster quoting workflows - especially for configurable or multi-line quotes

Live in under 7 days

Onboarding is fast and frustration-free. Most businesses are operational in a week

1 FTE saved per team

Reduce admin workload and avoid personnel dependency risks

Instantly intuitive

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

Convert quotes to orders 20x faster than manual systems

Cleaner, more professional quotes = better customer confidence and quicker approvals

Here’s why TidyQuote is the easiest way to simplify quoting,
improve accuracy, and empower your whole team.

Automate Complex Pricing Logic

Leverage Tidy3Script™ to build advanced, formula-based configurations simply.

Maintain Accurate, Live Pricing

Ensure every quote is linked to real-time inventory and up-to-date supplier costs.

Offer Flexible Supplier Options

Manage multiple supplier price lists and alternative sourcing effortlessly.

Streamline Purchasing with Pick Lists

Generate clear, accurate pick lists the moment a quote is accepted.

Accelerate Sales and Reduce Errors

Create quotes faster, avoid costly mistakes, and eliminate endless back-and-forth with clients.

Win Trust with Professional Proposals

Deliver polished, branded quotes that build credibility and make a great first impression.

Features & Pricing

Get to know Tidy Quote

Configure > Price > Quote

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

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image of manufacturing process (for a space tech)

The Ultimate Xero Integration

Made for Xero, not just made to fit

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

The Tidy Difference

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 Tidy
Real support from real people

In house support function is just a call away

Customisable and bespoke options

Available for businesses with unique needs

Long-term partnership mindset

We grow with you, not past you

Learn More About Tidy

FAQs

Can Tidy Quote handle custom pricing and rules?

Yes. Tidy Quote supports complex pricing logic, assemblies, multi-line quotes, tiered discounts, and custom variables all with a user-friendly interface.

Does Tidy Quote integrate with other systems?

Yes. Tidy Quote has native integration with Xero and works seamlessly with the Tidy3 suite. We can also support custom integrations if needed.

Do I need technical skills to use it?

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.

Is there a rules engine for advanced logic (e.g. if X, then Y)?

Yes. Tidy Quote supports complex pricing logic, assemblies, multi-line quotes, tiered discounts, and custom variables all with a user-friendly interface.

How is data security managed?

We use industry-standard encryption, regular security audits, and strict access controls to protect your sensitive information at every stage.

Does Tidy Quote support approval workflows?

Yes. You can define internal approval thresholds and assign quote approvers based on role, value, or deal type.

Build for Your Scale, Not Theirs

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

Get a clean, fresh and simple start to managing your quotes

Quote Clarity Without the Complexity

Drive operational excellence across your business.

30% fewer stockout or overstock events

Real-time visibility helps you avoid missed sales and wasted cash.

3x faster inventory adjustments

Bulk tools, live bin tracking, and clean interfaces streamline stock control.

50% reduction in admin time

Less time spent reconciling spreadsheets or managing messy systems

Scale within the Tidy Ecosystem

Start with Tidy Quote, and grow within the Tidy ecosystem that evolves alongside your operations - whether you're adding complexity or expanding functionality.