From a bill of quantities (BOQ) to a defensible quotation
Turning a BOQ into a quote means reading every line, assigning a cost code, pricing each item from your costs and history, adding waste, margin, and preliminaries, then producing a clean client document. Doing it by hand across spreadsheets is slow and error-prone. A system keeps the BOQ, the cost build-up, and the final quote linked, so a rate change updates the total and you can trace every number.
- A quote is built in steps: read, classify, price, add margin, review, export.
- Manual quotes break on broken links, wrong versions, and rate changes that never reach the total.
- A connected system flows a rate change through to the total and keeps an audit trail.
- The client document should carry your branding and export cleanly to PDF or Excel.
What are the steps from BOQ to quote?
- Read or import the BOQ with its items, quantities, and units
- Assign a cost code or category to each line
- Price each item from your cost and price history
- Add waste, labor, and preliminaries
- Apply your margin
- Review, then export a clean client quotation
Where do manual quotes go wrong?
- A formula link breaks and a total stops updating
- The wrong version of the file gets sent to the client
- A supplier rate changes but never reaches the summary
- No record of who changed a number or when
What does a connected system change?
The BOQ, the cost build-up, and the final quote share one source. Change a rate once and the line, the section, and the grand total move together. Every change is recorded, so you can see what the price was and what it became. When the client asks for a revision, you turn it around in minutes with the numbers still tied to their origin.
How do you keep the client document professional?
The quote the client sees should be clean and consistent: your branding, clear line items, the terms you always include, and a layout that reads the same on every project. The system builds this document from the priced BOQ, so the presentation stays professional without anyone reformatting a spreadsheet before it goes out.
Frequently asked questions
Can it use our existing BOQ format?
Yes. The system is built around your templates and cost codes, so it fits how you already work instead of forcing a new format on the team.
How are revisions handled?
Change a rate or quantity once and the totals and the quote update together. Earlier versions are kept, so you can compare what changed between revisions.
Does AI price the items?
AI can help read and classify the BOQ, but the final rates stay conventional logic that a person reviews and approves, so every number is auditable.
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