Quote

Turn products into clear, accurate quotes in minutes. With powerful configuration rules, automated pricing, and seamless order conversion, Tidy helps your team win more business while protecting your bottom line.
‍
Book Demo
Pricing
Tidy Quote

Quote fast, accurately.
Win more business.

Tidy Quote ensures your team delivers accurate, professional proposals every time, building customer trust, eliminating errors, and giving you the edge when it matters most.
30%
Improvement in deal close rate
5X
Faster quoting process
Pricing
Book Demo

Quote with Confidence

Build quotes in minutes

Use predefined templates or create fully custom quotes tailored to your products, services, and pricing.

Leverage rule based quoting

A huge variety of quoting logic: volume discounts, tiered pricing, cost-plus markup, regional pricing, bundling and more.

Ensure accuracy

Automatically pull live data from inventory, pricing, and job specs to eliminate costly errors.

Track approvals and changes

Keep full visibility on quote status, customer feedback, and version history.
Pricing
Book Demo
Maximum Functionality for SMEs

Tidy Quote Full Features

Our philosophy is simple - hire a team of diverse, passionate people and foster a culture that empowers you to do your best work.

Quote Tracking and Visibility

  • See quote status at every stage: pending, approved, or revised.

  • Track approvals, version history, and customer feedback.

  • Live data from inventory, pricing, and job specs keeps quotes accurate.

  • Provide visibility for sales, production, finance, and management.

  • Manage the full quote lifecycle with progress and profitability tracking.

Flexible and Detailed Quoting

  • Use templates or create custom quotes with variables (size, material, labour, assemblies, options).

  • Apply automated pricing: tiered, customer-specific, cost-plus, discounts, and bundling.

  • Rules engine handles dependencies, compliance, and logic conditions.

  • Include custom fields, pick list quoting, and delivery notes.

  • Manage the full quote lifecycle with progress and profitability tracking.

Quote Conversion and Customer Communication

  • Convert approved quotes into jobs or invoices in one click.

  • Carry live pricing and costs seamlessly into downstream processes.

  • Integrate supplier and inventory data for accurate stock and costs.

  • Send quotes by email with branded templates and professional formatting.

  • Enable online customer acceptance, with full revision and update tracking.

Quote

Frequently asked questions

What makes Tidy Quote different from generic quoting tools?
It’s purpose-built for manufacturers and custom builders. Quotes can include assemblies, options, labour, and BOMs, and they connect directly to Stock, Work, and Commerce so you move from quote to production without re‑keying.
What documents can be generated from a quote?
Branded client proposals plus operational docs such as cutting sheets, picking lists, BOMs, and work instructions-generated automatically from the same source data.
What kind of support does Tidy provide?
All Tidy customers get access to local support from real people who understand SMEs. No offshore call centres, no bots, just responsive help from a team who know the product inside out, and care about your success.
Do I need IT staff to run Tidy?
No. Tidy is cloud-based and designed for SMEs without dedicated IT teams. We set it up with you, provide training, and handle updates automatically. You focus on running your business - we take care of the tech.
Who is Tidy?
We’re a hands-on team based in New Zealand, Australia and the UK - and we’ve been doing this for 15+ years. When you choose Tidy, you get:
‍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

See the difference for yourself

Book Demo