The contractor's quotation problem
Contracting quotations are long, unit-heavy and negotiated. A renovation quote might carry fifteen lines across five units of measure, a budget rate for materials the customer has not chosen yet, two optional items, a document discount agreed on the phone and a payment schedule in three stages. Spreadsheets cope until the first revision, when a changed quantity breaks a formula and the total on page one no longer matches the sum on page two. Proposora computes every figure from one engine, so revisions are safe, and keeps every revision so you can show what was agreed.
Costs and margin, kept private
Each line can carry your cost per unit. The document view shows gross margin per line and overall, coloured green at 20 percent or more, amber between 10 and 20, and red below 10. None of this appears on the customer's PDF or share page. For items where you work backwards from a target margin, the price helper suggests a rate: cost divided by one minus the margin, rounded to the rupee.
Budget rates and optional items
When the customer has not picked tiles or sanitary ware yet, quote a budget rate and say so in the line details; the construction template shows the convention. Mark upgrades and extras as optional lines. They print in their own block with an amount, excluded from the total, so the customer sees the choice without the quotation looking inflated.
Measured quantities and the final bill
Quote estimated quantities, state in commercial terms that final billing is on joint measurement, and when the work is done revise the quotation to actuals before converting it to an invoice. The invoice carries the same lines, units, rates and GST; only the quantities change. Learn more in the help articles on pricing and margins and invoices.
Trades with their own pages
Electrical contractors and solar installers have dedicated pages with trade-specific detail: electrical quotation software and solar quotation software.