Quoting

Panel beating quoting software that quotes the job in minutes.

Parts, labour, paint, strip and assembly, framework — costed the way a panel shop actually costs a job, then sent as a secure link your customer can accept online.

No credit card needed to start. Cancel any time.

PanelDesk quote builder on the Line Items step, with a bonnet repair line open to show parts and markup, labour, paint, strip and assembly, framework and misc amounts, and the quote's subtotal, VAT and total

Built for panel work

Line items break down into parts, labour, paint, strip and assembly, framework, and outwork, with markup and VAT handled as you go.

No more chasing blind

See when a quote was opened and how often, so follow-ups land at the right moment instead of guessing.

Approved work starts itself

An accepted quote converts straight into a job card with the scope carried over — nothing retyped, nothing lost.

Scan the licence disc, skip the typing

Booking in a new car? Scan the barcode on its licence disc and PanelDesk fills in the vehicle for you, so the VIN and engine number are right the first time.

  • Fills in the registration, VIN, engine number, make, model, colour and body type, plus the register number, disc number and licence expiry date.
  • On a computer, scan a QR code and your phone becomes the scanner. The details appear on the computer.
  • Read the disc in the windscreen, or a photo already on your phone.
  • A photo of the disc is kept with the vehicle and on the quote, and an expired licence is flagged.
PanelDesk Add Vehicle form with the Scan licence disc window open, showing a QR code to scan with a phone so the disc's details fill in the vehicle on the computer

Send a link, not an attachment

Quotes go out by email or WhatsApp as a secure, token-protected link, with the photos and documents already saved on the job attached when you need them.

  • Attach saved vehicle photos and supporting documents to the quote email.
  • WhatsApp templates fill in customer, vehicle, and quote details, then open ready to send.
  • Resend or reset a secure link at any time.
PanelDesk quote opened from the customer's secure link, with client and vehicle details, the line item breakdown, and Accept Quote and Decline Quote buttons

Know when they have looked

Every open is timestamped, so your team follows up with context rather than calling into the dark.

  • Get notified when a quote is opened or viewed.
  • See timestamped view events on the quote timeline.
  • Keep a clean picture of quotes out versus jobs won.
PanelDesk quote tracking panel showing viewed timestamps and an activity timeline

Let the customer decide online

Customers accept or decline from the secure link without an account, and a decline captures the reason so you learn something either way.

  • Accept or decline online, no login required.
  • Decline reasons captured against the quote.
  • Role-based access keeps quote editing with authorised staff.
PanelDesk Accept Quote dialog on the customer's quote link, asking them to confirm their name and email, with an optional message to the workshop, before booking in

Approved scope becomes the job card

The moment a quote is accepted it converts into a live job card, carrying the approved scope, documents, and totals forward.

  • Convert accepted quotes into job cards without retyping.
  • Approved scope, linked documents, and totals carry across.
  • Final costing and invoicing run on from the same job.
PanelDesk job card created from an accepted quote, open and ready to start, with its work code, workshop target and client-ready dates, client and vehicle, and the approved line items

How it runs

From first estimate to approved job scope

01

Build and save

A structured quote with autosave, custom fields, customer and vehicle links, and a complete value breakdown.

02

Send securely

Email or WhatsApp a tokenised link, with saved supporting files attached, plus resend and link-reset control.

03

Track and convert

Watch timestamped views, capture the customer decision, and convert accepted work into a job card.

04

Document and hand off

Branded quote PDFs, an auditable activity trail, and approved scope pushed into job card and invoicing.

In detail

Panel Beating Quoting Software capabilities

Building the quote

  • Create quotes with structured line items for labour, parts, and extras.
  • Break each line into parts, labour, paint, strip and assembly, framework, and misc or outwork.
  • Add descriptions per line item with clear quote totals and VAT handling.
  • Autosave while editing so work is never lost.

Quote records and status

  • Add job references such as purchase order or claim numbers.
  • Attach photos and include assessor or insurance fields on the quote.
  • Link every quote to a customer profile and vehicle record, with full history.
  • Scan a South African licence disc to fill in the vehicle's registration, VIN, engine number, make, model and colour.
  • Manage quote statuses: draft, sent, viewed, accepted, declined, and converted.
  • List, search, and filter quotes across the workshop.

Sending to the customer

  • Send quotes to customers directly from the system by email.
  • Choose saved vehicle photos and documents to attach to the quote email.
  • Share secure public quote links using token validation.
  • Share quotes over WhatsApp with reusable message templates.
  • Resend or reset secure links when required.
  • Generate branded quote PDFs for customers and insurers.

Tracking and customer response

  • Track created, edited, and sent activity with timestamps.
  • Get notified when a quote is opened or viewed.
  • Capture timestamped quote view events for follow-up timing.
  • Let customers accept quotes online from secure public links.
  • Let customers decline online with captured decline reasons.
  • Get notified when a quote is accepted or declined.

Permissions and job handover

  • Restrict quote creation, editing, and sending with role-based access control.
  • Convert accepted quotes into job cards automatically.
  • Carry approved quote details through to job cards without retyping.
  • Handle final costings and invoice generation from the job card.

Walkthrough

See it in action

FAQ

Panel Beating Quoting Software FAQs

The questions panel shops ask most often about this part of PanelDesk.

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