Puplify / Skills / Sales

Quote and pricing builder

Turns a confirmed RFQ or job brief into an internal costed estimate and a separate customer quote, with the margin, the unknowns and the exclusions all visible.

Updated September 16, 2026 · Sales · In the $149 pack

What you get

An internal cost and margin build-up, priced options with margin and mark-up shown separately, and a customer quote containing no internal figures.

What you need to hand

• The RFQ, order or job brief, ideally with each line marked confirmed, proposed or unknown
• Quantities with units, and the material, machine-hour, labor, freight, subcontract and tooling costs you can evidence
• How you recover overheads, the margin you need, and whether that is margin on price or mark-up on cost
• The risks, and anything not yet specified, measured or approved
• Payment and credit terms, deposit or tooling charge, and how long the quote stays valid

How you might ask

Here is the RFQ for 2,400 machined brackets: 6061 bar at $4.10/ft from my supplier's written quote, 0.9 machine hours per 100 at a $78 shop rate, one $1,850 fixture, freight $640 LTL to their dock, overhead recovery $95 an hour, and I need 25% margin on price. The drawing has one untoleranced feature and the finish is still unconfirmed. Build the estimate and the quote.

Worked example: A $48,000 quote with the cost build-up kept private

An authored, fictional illustration so you can see the shape of the result. Not a customer outcome.

Input

Next stage of synthetic order N-2041: the owner selects this scope for the draft offer: 84 bays of selective pallet racking, 12 ft uprights, three beam levels, supplied and installed; wire decking, mezzanine and guard rail excluded. The slab was cored and standard wedge anchors are sufficient. Racking materials from the manufacturer: $24,800. Subcontract install crew: three installers, five days, eight hours per day, $62 loaded cost per crew-hour. Inbound freight: two flatbed loads at $1,450. Overhead recovery $460 per job-day. Target: 22% margin on the price after these listed costs. Owner supplies net-30 terms, a resale exemption certificate on file so no sales tax is added, a 30% deposit with the purchase order (timing of the balance trigger not yet specified), 14-day price validity because the mill holds pricing that long, and an existing requirement for a written change order before extra work. No install date and no buyer acceptance of this offer are supplied.

Illustrative result

• Internal build-up: materials $24,800; install labor 3 × 5 × 8 × $62 = $7,440; freight 2 × $1,450 = $2,900; overhead recovery 5 × $460 = $2,300. Total listed cost: $37,440.
• Price: $37,440 ÷ (1 − 0.22) = $48,000. Difference after listed costs: $10,560, or 22% of price. This is not a claim of business-wide net profit.
• Buyer draft: ‘84 bays of selective pallet racking, 12 ft uprights, three beam levels, supplied and installed: $48,000. No sales tax added against the resale exemption certificate we hold. Deposit $14,400 with your purchase order; balance $33,600 net-30. Price valid 14 days from issue while the mill holds material pricing. Wire decking, mezzanine and guard rail excluded. Delivery and install dates to be confirmed against factory lead time. Additional work requires a written change order under our existing terms.’

Checks before using

• A 22% markup would produce $45,676.80, not the requested 22% margin.
• The buyer draft excludes material cost, crew rates, freight and internal margin.
• The owner must confirm the exemption certificate, what triggers the net-30 clock, and the issue date before sending the quote.
• Confirm the two-load freight assumption with the carrier; a third partial load changes the cost.