Configure, Price, Quote +

Built for businesses dealing with custom, complex, or configurable products and services. Whether you're in manufacturing, construction, trades, or fabrication, Tidy’s advanced quoting capabilities will transform your business profitability: faster turnaround times, removal of single person dependancy, automatically produce BoM's, cutting sheets. It's revolutionary.

Who it's For

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.

Applicable Industries

Do you make to order - where each job has multiple variables, parts, service steps, or engineering logic ? For example, “if width > 3.5m add centre support".

If your team can finish the sentence “If X, then add/do Y,” we can model it.

  • Advanced textiles & shade structures (awnings, canopies, tensioned fabric)

  • Fabrication & sheet metal (frames, railings, brackets, ducts)

  • Joinery, windows & doors, cabinetry, bespoke furniture

  • Marine & composites (tenders, covers, fairings, custom laminates)

  • Vehicle fit-outs & trailers (racking, electrical, tow setups)

  • Signage & large-format (frames, skins, installs)

  • Packaging & plastics (die-cuts, kits, inserts)

  • Electrical assemblies & control panels

  • Fencing, gates & balustrades

  • Sheds, kitsets & light structures

  • Food & beverage equipment (benches, hoods, custom fixtures)

  • HVAC components (ducting, transitions, dampers)

Common Rules our System Automates

  • Dimensional breakpoints (if span/height/width > N → add reinforcement/extra post)

  • Material swaps (if outdoor/coastal → use stainless fasteners, powder coat grade X)

  • Option dependencies (if motorised → add remote + power kit, hide manual crank)

  • Labour logic (if install > 50km → add travel band C; if height > 3m → 2-person crew)

  • Compliance steps (if load class B → add cert pack, QA photos)

  • Cut lists & kitting (sub-assemblies expand to the right components and quantities)

Complexity taxes your team and your margin.

image of brainstorming session for a productivity tools business
Re-typing the same details in multiple places?
We create clean, simple flow from quote to job to invoice.
image of a team brainstorming in an office (for a web development agency) [background image]
One person holds all the quoting knowledge?
We remove that single person dependency.
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Quotes take up far too much time and margin of error is too high?
We remove expensive labour-hours from quoting, inventory and manufacturing operations.
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Orders slip, margins get fuzzy?
We have created simple controls so the right thing happens every time

Tidy CPQ+ Savings Calculator

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Estimated Annual Savings

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Annual Time Saved

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Stay in control of every opportunity

  • Full visibility on quote status. You can see where each quote is in the process (e.g. pending, approved, needing changes).

  • Track approvals and changes: version history of quotes, feedback from customers, and any revisions.

  • Live data pulled in: inventory, pricing, job specs are updated so the quote reflects what’s currently possible. Reduces delays from invalid assumptions.

  • Connects different departments: sales, production, finance, management all see relevant info (e.g. what’s been quoted, what needs producing, margin expectations).

Handle even the most detailed requirements

  • Use templates or create fully custom quotes tailored to your business.

  • Support for variables such as size, material, labour, assemblies, and options.

  • Automated tiered pricing and customer-specific discounts.

  • Advanced rules engine manages dependencies, compliance checks, and logic conditions.

From approval to action in one click

  • Instantly convert approved quotes into jobs or invoices.

  • Live pricing and cost tracking carry across seamlessly.

  • Integration with suppliers and inventory ensures accurate stock levels and supply costs.

Instantly create all the materials needed to produce

  • Custom reports and documents from quote​
    - Work instructions/orders eg Cutting sheets​
    - Bill of materials (BoM)​
    - Any automated document you specify ​

  • Dynamic Bespoke BoM Creation​

  • Waste and margin calculations​

Designed for teams, not just sales

Quoting isn't just a sales job, it involves production, finance, inventory, and management. Tidy connects everyone:

Sales creates quotes faster

Production can see what's coming

Finance can check margins and cash flow

Management gets full visibility from quote to invoice

See the difference for yourself