Build note By John Stephens. First published on the Everything Windows and Doors blog ↗
Quote Converter Pro™
The switch-over standard.
When a dealer moves onto Quote Converter Pro™, the only thing they should notice is the login screen.
Set it up, flip the switch, and the only thing different is the login screen. That's the bar for Quote Converter Pro™ 1.0.
What a quote converter does
A dealer orders from the factory. The factory's system exports line items, sizes, product codes and wholesale costs. That file isn't a quote.
Somebody in the office turns it into one, adding labor, buck allowances, markups, the proposal layout and the letterhead. By hand that takes 30 to 45 minutes a job, and every retyped number is a chance to drop an adder. Quote Converter Pro™ does it in about a minute.
Built to fit each dealer
- One price, everywhereA quote shows the same number on every screen and device.
- New brands, no disruptionAdding a manufacturer doesn't change how existing quotes price.
- Your rulesLabor, markup and margin floors match how your company works.
- Your brandLogos, colors and proposal headers match your company.
The switch-over test
- The app opens from where it always was, with the same familiar layout.
- Yesterday's quotes are still in the library, every edit intact, same total.
- A new factory export gives the same lines, the same matched drawings and the same money, to the penny.
- The proposal the homeowner gets carries the dealer's brand, word for word.
- The one difference allowed: the owner can log in from any computer the next day and everything is there, backed up.
If a dealership can switch its quoting over without missing a beat, that's the whole pitch.
The full rebuild story is on the EWD blog.
Read the original on the EWD blog →