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Quoting

Panel Beating Quoting Softwarefor South African panel beaters.

Give your team a full quoting workflow: build structured quotes, send secure links, track engagement, capture online decisions, and convert approved work to job cards.

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Quoting capabilities

Panel Beating Quoting Software capabilities

Structured for clear customer decisions, faster follow-up, and a direct handoff into workshop operations.

1

Create quotes fast

8 key capabilities

  • Create quotes with structured line items for labour, parts, and extras.
  • Add descriptions per line item and keep clear quote totals with labour, parts, and extras breakdown.
  • Edit and update quotes without breaking workflow continuity.
  • Autosave while editing to prevent lost work.
  • Add custom reference fields such as purchase order number or any workshop-specific custom field.
  • Attach photos and include assessor or insurance fields directly on the quote.
  • Link every quote to a customer profile and a vehicle record, then access customer and vehicle quote history.
  • Manage quote statuses and organisation with draft, sent, viewed, accepted, declined, and converted states plus list, search, and filtering.
2

Send a secure customer link

5 key capabilities

  • Send quotes to customers directly from the system through the email workflow.
  • Share secure public quote links using token validation.
  • Resend or reset secure links when required.
  • Keep professional branded PDF output available for download and printing for customers or insurers.
  • Maintain accountability with created, edited, and sent activity tracking plus timestamps.
3

Track views & follow up smarter

5 key capabilities

  • Get notified when a quote is opened or viewed.
  • Track quote opened and viewed status as a strong follow-up differentiator.
  • Capture timestamped quote view events for visibility.
  • Help staff follow up at the right time instead of guessing.
  • Keep a clean pipeline view of quotes out versus jobs won.
4

Accept/decline online

5 key capabilities

  • Let customers accept quotes online from secure public links.
  • Let customers decline quotes online with captured decline reasons.
  • Create a clear approved state once acceptance is completed.
  • Get notified when a quote is accepted or declined.
  • Protect internal operations so only authorised staff can create, edit, and send quotes via role-based access control.
5

Convert to a job card instantly

5 key capabilities

  • Convert accepted quotes into job cards automatically.
  • Carry approved quote details through to job cards without retyping.
  • Reduce errors and start jobs from approved scope.
  • Maintain consistent quote records and linked documents for operational and audit confidence.
  • Handle final costings and invoice generation directly from the job card.

Quoting workflow

How quoting moves from estimate to approved job scope

This workflow keeps quoting, customer response, and job activation connected in one source of truth.

1

Build and save

Create a structured quote with autosave, custom fields, customer and vehicle links, and complete value breakdowns.

2

Send securely

Deliver quotes by email and secure tokenised link, with optional resend or link reset control.

3

Track and convert

Monitor timestamped views, collect customer decision, and convert accepted work into a job card instantly.

4

Finalise documentation, job card, and invoice readiness

Generate branded quote PDFs, keep an auditable activity trail, and push approved scope into job card and invoicing workflows.

Built for quoting teams that need speed and control

From first estimate to approved work order, PanelDesk keeps quoting accurate, secure, and conversion-focused.

Included in the flow

Role-based staff permissions with token-protected public links.

Quote PDFs for customer and insurer-ready output.

Audit trail with activity ownership and timestamped events.

Quote attachments and supporting visuals for clearer approvals.

Quoting FAQ

Panel Beating Quoting Software FAQs

Answers to the most common questions workshops ask before switching their quoting workflow.

Ready to modernise your panel beating quoting workflow?

Start your free trial and run quoting, tracking, customer decisioning, and job-card handoff in one connected workflow.

Explore related workflows: Job Cards and Invoicing.

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