Quoting should never be the bottleneck that slows down your sales. But for many businesses handling custom, made-to-order, or highly configurable products, it’s exactly that. Hours are lost to spreadsheets. Pricing is managed manually.Mistakes happen. And customers often move on before the quote is even approved.Now, Tidy has the solution.
TheTidy team recently revealed the new quoting capability in Tidy to the Advanced Textiles Association (ATA) in Wellington, New Zealand - and the feedback was overwhelming.
“Finally, a way to simplify complex quotes.”
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For Sunshades, a business designing bespoke shade structures for schools and councils, quoting used to be the biggest bottleneck in their operation. The team relied on spreadsheets and a single staff member to manage complex quotes involving fabric types, hardware specs, site engineering, and regional compliance. Each quote was a manual, high-stakes process that could take hours or even days, and everything hinged on one person being available to cross-check the details.
“It pays for itself by reducing man-hours and speeding up delivery,” says DirectorRob Brady. “Christine still has oversight, but the pressure’s off.”
TidyQuote transformed their quoting process overnight. Quotes that once took an afternoon now take just 15 minutes. Sales reps can access live supplier pricing, check inventory, and configure complex builds using simple guided logic. There’s no rekeying, no duplication, and no delays; even if a customer changes an option, the system updates pricing and compliance instantly.
For Sunshades, quoting is no longer the bottleneck; it’s now a scalable, streamlined advantage.
TidyQuote is designed to adapt to businesses at every level of quoting complexity.An electrical contractor can now create branded quotes for standard service packages in minutes. A food service supplier managing thousands of SKUs across multiple regions can automatically apply tiered pricing and customer-specific discounts. A shade sail manufacturer can use formula-based pricing logic to calculate materials and generate pick lists. And for companies with highly customised products, the advanced rules engine can handle complex options, dependencies, and compliance checks, all without slowing the process down.
“This uptake is next level,” says Kevin Mann, CEO of Tidy. “We kept hearing horror stories of staff dependency, huge labour time, and even quoting staff unable to take leave because no one understood the spreadsheet chaos. We’re solving that problem.”
What sets Tidy Quote apart is that it isn’t enterprise software stripped down for smaller businesses - it’s purpose-built for SMEs from the start. It delivers the power needed to handle complex quotes without the bloat or complexity of traditional ERP solutions. Most teams are up and running in under seven days.Quoting processes become consistent, accurate, and professionally branded, and there’s no reliance on a single “quoting expert.” Many businesses free up the equivalent of a full-time staff member simply by streamlining their workflow.
It’s a simple, intuitive way to handle complexity - without coding or custom development.
Want to see how much you could save? Visit tidy3.com and try the Tidy Quote Savings Calculator to estimate how many hours and dollars you could save every year by streamlining your quoting.
Tidy is now rolling out the release. Visit tidy3.com to book a demo and see how you can simplify complex quoting today.
