The quoting apps on the market vary widely. Some are simpler and faster to use, but at the cost of quality and the look of the quote. Others let you build detailed, complex cost estimates – but that takes a fair amount of time. Sales quotes are also still created in tools like Word or Excel. So what are the differences between those tools and the SCCOT app?

1. A quoting app that keeps everything in one place

Unlike Excel and Word, SCCOT keeps all your quotes in one place and links them directly to your clients. This gives you easy access to every document and to the history of quotes sent to each client.

2. Duplicating quotes

To speed up your work – especially when quotes are repetitive – SCCOT lets you easily duplicate a quote. Then you just change the client’s details and, if needed, adjust the quote’s parameters – done! You can also present the same quote in different ways using the quote print configurator.

3. Splitting line items into materials, labour and equipment

Unlike other apps, SCCOT lets you (though you don’t have to) split a line item into labour, materials and equipment. Depending on the nature of the work or the client, this option is very handy when you need to show the client a detailed scope of work broken down into L, M and E.

4. An app for versatile quotes

In SCCOT you can create both a simple, quick quote and a detailed, multi-level calculation with a hierarchical structure. Such a quote is made up of main sections, sub-sections and individual line items.

5. Calculating profit

When you build a quote in SCCOT (unlike in Word, Excel and other tools available online) you can also monitor your margin and calculate the expected profit on the job at the same time.

6. Entering line items manually

A typical feature of quoting in Excel and Word is typing line items in by hand. You can do that in SCCOT too, but it’s easier and faster to pull items automatically into the quote from items you’ve previously created in your own database – your Labour, Materials and Equipment records. And as everyone knows, for clients and business owners alike, quoting speed matters!

7. Photos in a quote

Aesthetics matter a lot to clients. A quote is your company’s calling card, so it’s worth using every opportunity to add photos both to the cover page and to the sections. Whether it’s really worth it, we talked about in this video. The option to add photos to build the value of your service and earn trust isn’t a feature of every quoting app.

8. An app for variant-based quotes

When a piece of equipment plays the main role in a quote, it’s worth using the variant quote option. You can then create base sections (the work that has to be done either way) and variant sections, where the client picks one of them (e.g. devices from different manufacturers). Such a quote is hard to build in Excel or Word, but in SCCOT it’s a single click.

9. Real-time collaboration across multiple people

The SCCOT app runs in the cloud and updates in real time. This lets several people work at once, even from many different locations.

10. An app for managing quotes

Creating, generating and sending a quote to a client is one thing. But to avoid getting lost in it all, buried in files or forgetting about a quote, you need to manage your quotes skilfully. You won’t find that option in other solutions – and certainly not in Excel or Word. It’s more than just sorting quotes by stage, listing all documents or assigning them to a client. It also means notes on quotes, in-team communication and recording what was agreed with the client. You’ll find all of these in the SCCOT app.