Quotations
Start in the main product view
Open the screen that carries this workflow so the page promise has a concrete product home.
Workflow touchpoint
Draft
Construction Quotation Software
Construction quotation software for quotes, acceptance and commercial control.
Create quotations, automate quote workflows, manage accepted work, link client approvals and connect commercial records to jobs in Zektrx.
For contractors that need quoting connected to delivery, documents, client approvals and commercial reporting.
Operating system
Live module
Quotation workflow3Screens
4Proof points
LiveModule
Operating system
Quotation workflow
1
Create and manage quotations with client, site, scope and commercial details.
2
Use quotation automation to standardise recurring quote workflows.
3
Support public quote acceptance links and accepted work records.
4
Connect quotes to jobs, reporting, invoices and client history.
Quick Answer
What contractors can use this for.
Create quotations, automate quote workflows, manage accepted work, link client approvals and connect commercial records to jobs in Zektrx.
For contractors that need quoting connected to delivery, documents, client approvals and commercial reporting.
Quote lifecycle: Draft -> Review -> Send.
Create and manage quotations with client, site, scope and commercial details.
Quotes are disconnected from project delivery and reporting.
Product Evidence
Screens that show where this work lives.
See the main module, supporting records and wider operating context for this workflow in Zektrx.
1
Quotations
Draft
2
Accountancy
Review
3
Reports
Send
Accountancy
Keep the supporting record connected
Tie the related records, approvals and evidence back to the same operating context.
Workflow touchpoint
Review
Reports
Roll the workflow into wider control
Connect the module to reporting, dashboards and the wider contractor operating system.
Workflow touchpoint
Send
Workflow Overview
See how the workflow fits together.
Review the main product area, the steps involved and the checks that support the work, then continue to the most relevant Zektrx capability.
1
Product area
Quotations
Zektrx contractor quotation workspace preview
2
Workflow
5 steps
Quote lifecycle
3
Checks included
4 checks
Quotation workflow
4
Explore next
Construction Invoice Software
Continue into the connected workflow path.
Field Evidence
Real work, connected to the same operating system.
Keep the same operating thread running across site evidence, office decisions, stock movement and handover records, so every team sees the context behind the next action.
Site planning
Give teams a clear route from job setup, RAMS and documents into the work happening on site.
Connected workflow
Draft
Compliance review
Keep evidence, checks and sign-offs close to the records your office needs to audit.
Connected workflow
Review
Materials control
Connect stock, assets and purchase evidence with the jobs that depend on them.
Connected workflow
Send
Operational Challenge
Built around the work your team needs to control.
Quotes are disconnected from project delivery and reporting.
Accepted work can be hard to trace back to commercial assumptions.
Client approvals need a cleaner evidence trail.
Repeated quote workflows take too much manual admin.
Platform Fit
Designed for the workflows contractors need to bring under control.
construction quotation softwarecontractor quotation softwaretrade quoting softwareconstruction quote acceptance softwarequotation automation software
Quote lifecycle
A workflow your office, workshop and site teams can follow.
Step 1
Draft
Step 2
Review
Step 3
Send
Step 4
Accept
Step 5
Convert to work
Trade Examples
Practical examples for trade-specific work.
Fabrication
RAMS, drawings, revisions, manufacturing planning, quality records and O&M handover evidence.
Electrical
Permits, isolations, POWRA checks, toolbox talks, certificates, photos and completion reports.
Joinery
Site fitting plans, installation checks, product data, snagging records and client handover packs.
Scaffold
Trade-specific RAMS prompts, inspection evidence, permits, site reports and operative briefings.
Connected Modules
Connected modules, not isolated pages.
Explore the related Zektrx workflows that connect this process with the wider platform.
FAQs
Questions teams ask before switching.
Can Zektrx manage construction quotations?
Yes. Zektrx includes quotation registers, quotation automation and public quote acceptance workflows.
Can accepted quotes link to jobs?
Yes. Commercial records can connect to jobs, planning, reporting and client workflows.
Can Zektrx help standardise quoting?
Yes. Quotation automation and company context can help teams make recurring commercial workflows more consistent.