If your quotes come out of a spreadsheet with forty tabs, three customer tiers and a rule for every product, off-the-shelf CPQ software will ask you to rebuild the spreadsheet inside it. We build the quoting engine around your pricing instead. Configurators for the products that vary, SKU search for the ones that do not, branded quotes, online acceptance, follow-ups and a two-way sync with QuickBooks. You own it when we leave.
“Exceeded expectations”
“Great communication”
“Highly responsive”
Quoting software, also called CPQ (configure, price, quote), turns a price book, product options and customer-specific rules into a quote a salesperson can send in minutes. Apexure builds quoting engines around a company’s existing pricing spreadsheet instead of asking the company to rebuild that spreadsheet inside an off-the-shelf tool.
Most quoting software is built for a sales team that picks products from a catalogue and applies a discount. That is not how a fabricator, a manufacturer or a contractor quotes. Their price depends on dimensions, material, frame, rating and who is asking, and the rules live in a spreadsheet that has grown for years. Put that into a standard CPQ tool and you spend months translating it, then keep the spreadsheet anyway for the cases the tool could not model.
We take the other route. We read the spreadsheet, write the pricing logic down as a specification you can check, and build a quoting engine that follows it. This year that meant a system for a US maker of radiation-shielding and bullet-resistant glass that sells under two brands: 376 QuickBooks products imported and grouped into variants, configurators for glass priced by area, frame and lead equivalency, a lookup for the 215 stock SKUs, three customer tiers, quotes sent under the right brand with 7, 14 and 28-day follow-ups, and a push to QuickBooks that keeps tax and shipping intact. The first release took eleven weeks from the first call.
The quoting engine usually sits inside a custom CRM, so the enquiry, the quote, the follow-up and the invoice are one record. It can also stand alone beside the CRM you already have.
The price lives in a spreadsheet
CPQ tools want your pricing their way
Quotes and invoices disagree
Send us the spreadsheet you quote from, or a screenshot of it. Within a few days you will know whether it needs a build or a tidy-up.
Get a Straight Answer
Product
Configurators
Price Book
Import
Customer-Type
Pricing
Options, Add-ons
& Markups
Branded
Quote PDFs
Online Accept
& Pay
QuickBooks &
Xero Sync
Follow-up
Sequences
Customer Reply
Tracking
Website Enquiries
to Draft Quotes
Reporting
Dashboards
Handover Docs
Every tab, every formula, every exception. We write the logic down as a plain-English specification and you check it before anything is built. The specification is where most pricing mistakes get caught.
Products priced by size, material or rating get a configurator with the dropdowns your team already uses. Stock items are searched by SKU and pulled straight from your accounts software.
Contractor, trade, end user, whichever tiers you use, applied automatically. Crating, shipping and tax are added the way you add them, so the total is right first time.
Your logo, your quote number format, your terms, the salesperson's signature and the layout your customers are used to. Sent from the system under the right brand if you run more than one.
A quote becomes an estimate in QuickBooks or Xero with one click, with the customer record, contact, address, tax and shipping carried across. Invoices sync back so the system knows what has been paid.
The code, the database and the hosting are in your name. There is no per-seat licence and no platform fee. If you stop working with us, nothing switches off.
If you sell from a flat price list with no options, or a quote is a product, a quantity and a discount, a standard tool such as QuickBooks estimates, PandaDoc or the CPQ add-on for your CRM will do the job at a subscription price. We will tell you that in the first conversation. A build earns its keep when pricing depends on dimensions, materials, ratings or customer type, when you run more than one brand from one price book, or when the quote has to become an invoice without anyone retyping it.
Businesses whose price depends on more than a product code.
We see the same shape in:
If your quotes are simple and your team is happy with the tool you have, keep it. This page is for the businesses whose spreadsheet has become the system.
The order matters. Pricing logic is checked on paper before a line of code is written:
We go through the spreadsheet, recent quotes and the QuickBooks product list with the people who quote every day. We list what varies, what is fixed and where the exceptions are.
The rules go into a plain-English document with worked examples. A 36 by 36 panel for a contractor comes to this; with the frame it comes to that. You check the numbers before we build.
Products, variants and options are set up from your accounts software so nothing is typed twice. Configurable products get their dropdowns. Stock products get SKU search.
Two-way sync with QuickBooks or Xero, quotes sent from your own domain with replies tracked, and website enquiries turned into draft quotes with the customer and product already filled in.
We rebuild a batch of quotes you have already sent and compare the totals line by line. Differences are fixed or explained before anyone relies on the system.
Screen-recorded walkthroughs, documentation, the code and the infrastructure in your name. Support hours if you want them, with no contract.
Our company has had Apexure build two incredible websites. One main website for architects and B2B and one ecommerce site for D2C sales. Both have been a great experience and they went above and beyond expectations on both sites, as well as other fixes they did along the way, including recovering our entire website after a mistake we made, which was a lifesaver for us.
My experience with Apexure has been a very pleasant one. Afriyaz has been extremely responsive since my very first outreach and they have continued to provide quick feedback and changes when required. I will no doubt utilize their services for future campaigns.
Excellent experience with the Apexure team with two landing pages now. Organized, flexible process with quick turnarounds on changes and skilled, creative designers.
Developers, a designer and a project lead who have imported a 376-product catalogue, encoded a forty-four-tab price book into configurators, and built the quoting tool our own business sends its proposals from. We know where the effort goes because we have paid it on our own system.
CPQ tools charge per seat and often per module, and the price rises when you add the CRM they expect you to run them inside. A build is a one-time project fee plus hosting, and an extra user costs nothing.
Every CPQ product assumes pricing is products, bundles and discounts. If yours is dimensions, materials and ratings, you will be modelling around the tool from day one.
Most tools export a quote. Fewer create a proper estimate in QuickBooks with the customer, tax and shipping carried across, and fewer still bring the invoice back. We build the sync both ways.
A CPQ rollout is months of configuration before the first quote. A build’s first release covers what you quote most, typically in eight to twelve weeks.
A platform can change its pricing or retire a feature. With an owned system the honest risk is different: you depend on the people who built it. We reduce that with documentation, handover and code in your name.
A large sales team on Salesforce or HubSpot with standard products and a budget for the add-on. If that is you, use the add-on. We will say so.
Configurators for the products that vary, SKU search for the ones that do not, tiers applied automatically, a branded PDF, online acceptance and a QuickBooks estimate, all from one screen. Built around your price book and owned outright.
We have done the hard version
The specification comes first
We run on one ourselves
Tracking is part of the build
Documented and handed over
Support if you want it
CPQ stands for configure, price, quote. It is software that lets a salesperson pick a product, set its options, apply pricing rules and produce a quote. Most CPQ products are add-ons for Salesforce or HubSpot and assume a catalogue of products with bundles and discounts. A custom quoting engine does the same job around your own pricing rules, however unusual they are.
The names overlap. If a quote is a product, a quantity and a discount, a simple quoting tool or the estimates feature in QuickBooks is enough. If the price depends on dimensions, materials, ratings or customer type, you need configuration logic, which is what CPQ and a custom engine both provide. The difference is whether that logic is yours or the tool’s.
A fixed project fee after the pricing specification, phased so the first release covers the products you quote most. There is no subscription. You pay for hosting in your name and, if you want it, support hours. Whether it beats a CPQ subscription depends on your seat count and how much time the spreadsheet is costing you. We put both numbers in the proposal.
The specification takes one to two weeks. A first release typically takes eight to twelve weeks depending on how many product families you have and what it needs to connect to. The glass manufacturer’s first release took eleven weeks from the first call.
Yes. Products and customers are imported from QuickBooks, a quote becomes a QuickBooks estimate with one click with the contact, address, tax and shipping carried across, and invoices sync back so the system knows what has been paid. Xero works the same way.
Yes. Tiers by customer type, such as contractor, trade and end user, are applied automatically. Customer-specific rates, volume breaks, crating, shipping and tax are built in the way you already apply them.
Yes. Quotes go out with a link where the customer can accept and, if you want, pay a deposit or the balance by card. Acceptance updates the quote and can create the invoice in your accounts software.
The code, the database, the hosting account and the documentation, all in your name. If you stop working with us, nothing switches off.
Send the price book you quote from, or a couple of recent quotes. You get a straight answer on whether it needs a build, and a fixed price if it does.
The Things That Pile Up When the Spreadsheet Is the System
Two people who know how the pricing works
Quotes retyped into QuickBooks
A different total on the invoice
Follow-ups that depend on memory
Tiers applied by hand
Add-ons priced from an old tab
Replies lost in a shared inbox
No record of which quotes closed