Quote. Plan. Deliver.
QPD brings CRM, quoting, costing, project planning, resourcing and delivery together so the information used to win and price work becomes the foundation for delivering it.
Built for manufacturing and professional services businesses where quoting, planning and delivery need to work as one.
THE PROBLEM
CRM in one tool, costing in spreadsheets, projects somewhere else and delivery managed manually. Traditional ERP often brings more breadth than the operation needs, while disconnected tools lose the thread between winning work and delivering it.
The assumptions made when work is priced are often lost when the job moves into delivery. Budgets are rebuilt, information is re-entered and teams start without the full commercial context
CRM, quoting, costing, projects, resourcing and delivery become fragmented across different tools and spreadsheets - creating duplicate information, stale data, heavy adminstration burden and multiple licensing costs
Individual systems may record part of the process, but often lack the detail needed to manage the work itself - from costing and resources through to delivery, actuals and performance
THE SOLUTION
Three stages of the same job, sharing one operational record.
Quote
Manage opportunities, build accurate customer quotes, and establish the expected cost and margin behind the selling price.
Plan
Convert the quote into a project, carry the budget forward, structure tasks and dependencies, then plan the people and machines needed.
Deliver
Give teams clear work, capture what actually happens and keep costs and progress visible throughout delivery.
ONE CONNECTED JOURNEY
01
Customer · Need · Context
02
Scope · Price · Margin
03
Materials · People · Machines
04
Structure · Tasks · Dependencies
05
Demand · Capacity · Availability
06
Job Cards · Assignments · Timesheets
07
Time · Materials · Cost
08
Margin · Variance · Utilisation
One system. One journey. Complete operational oversight.
Know where you stand
QPD keeps the original commercial expectation connected to operational reality. As work is delivered, you can see variance, progress and profitability while there is still time to act on them — not weeks after the job closed.
Quoted
What the customer agreed
Budgeted
How much we expected it to cost
Planned
What resources have we commit to it
Actual
What have we spent
SEE QPD AT WORK
From building the quote to managing delivery and understanding performance, QPD keeps the operational detail connected throughout the life of the work.
01 — Quoting & costing
Build structured customer quotes while understanding what the work is expected to take. Cost materials, people and machines behind the selling price, understand expected margin, then create a professional customer quote ready to send.
02 — Project management
Move from a won quote into a structured project without starting again. Organise work into work packages and tasks, carry budgets forward and manage the sequence of work through delivery.
Project planning and routing screenshots will be added here.
03 — Dashboards & reporting
Turn the data created through everyday work into useful operational visibility. Build role-relevant dashboards across sales, projects, activity and delivery so teams can see what needs attention without rebuilding reports by hand.
Built for different ways of working
Start with the same connected foundation for winning, costing, planning and delivering work — then add the operational depth your business needs.
Manage the materials, operations and resources behind every job
Turn sold services into profitable, resourced delivery.
THE BUSINESS CASE
QPD doesn't need to transform every hour of the working day to justify its investment. Use your own numbers to see how little time your team would need to save for the software to pay for itself.
Pricing band: 26 – 50 users
Include salary, employer costs and other employment overheads. Adjust this figure to reflect your business.
Your investment
£1,000 / month
26 – 50 users · Annual billing
QPD would need to save just
2.3minutes
per team member, per working day, to cover the monthly software investment.
Illustrative potential value based on your assumptions.
Potential Time Saved
123 hours
per month
Illustrative annual time value
£51,450
based on your hourly cost
Net cost savings after QPD investment
£39,450
illustrative only
This calculator illustrates the value of time savings using the figures you provide. Actual outcomes will depend on how QPD is implemented and used within your business.
And that's before considering better costing, reduced rekeying, earlier visibility of overruns, improved utilisation or protecting project margin.
We will walk through the connected journey using your kind of work — from opportunity and quote through to resource plan, delivery and actuals.
