Faster quotes. Fewer losing jobs.

Required categories priced or waived before a quote goes out

Templates built from your best quote

BOM import from EPLAN, AutoCAD Electrical or Excel

Lines waiting for a price flagged, so nothing goes out at $0

Price change alerts with margin before and after

Quote protection holds acceptance past your cost limit

Price protection clause for copper, breakers and more

No silent unit changes. CostBook asks first.

One shared price book: manufacturers, suppliers, categories, notes

Every price's history, and who changed it

Upload spreadsheets, preview changes, undo for 7 days

Leave a cost blank until someone prices it

Search, filter and download the whole price book

Margin or markup per section, math shown

Material, equipment, labor, subcontract and engineering (NRE) as separate cost kinds

Hourly or daily labor and engineering at your rates

Reusable assemblies, like a motor starter bucket

Formulas for quantities like length or number of bays

Quick add and drag to reorder

A quote link and PDF with your logo and terms

Drawings and datasheets attached

Add-ons and alternates the customer picks

Sections itemized or as one price

Online acceptance: who, when, which version

Auto quote numbers, expiry dates and the customer's PO number

Draft to won or lost. Revisions never overwrite the original.

Buy lists by supplier (Pro)

QuickBooks Online-ready exports of price book and won quotes (Pro)

Any quote as CSV, with part numbers, categories and suppliers

Edit a quote together, changes live

Owner, admin, member and viewer roles. Viewers are always free.

Invite by email or link

One login for several businesses

Your currency and number format

Tax goods, labor and services per state or province

Ready-made setups for the US, every Canadian province and territory, Quebec in French, and the Philippines