From quote to approval to production
A client-facing quote, an internal workroom ticket, and a lifecycle that only moves forward when someone signs off.
A generated quote produces two documents from one record: a clean client quote and an internal workroom ticket. Approval is a deliberate act by an authorized role, and it is the event that moves the order into production and writes the sell price onto the project item.
Two documents, one truth
Client quote
Presentation-grade, itemized, and free of internal cost detail. Every charge appears as its own line so nothing looks like a mystery number.
Workroom ticket
Cut lengths, widths, allowances, hardware notes, bracket locations and responsibility flags — the sheet the shop actually needs.
Role-based approval
Designers, workroom admins and owners can approve according to your configuration. Approval is attributed and timestamped.
Lifecycle that follows reality
Draft, submitted, quoted, approved, in production, complete — with a quality gate before anything is called finished.
See it against your own numbers
We load your pricing and your cost book before your team ever logs in.