DocumentsExample from building services
From tender to quote.
The tender arrives as a PDF with a bill of quantities. The software reads the items, takes the prices from your own price list and flags whatever does not fit as a query. It checks the deadline and the documents required and suggests a reference from a similar project. Your team checks and submits.
Electrical installation, Muster school
Beispielwil municipality · Submission by 12.11.
Item 4.1 says "by time spent", type and quantity are missing. The software does not guess a price.
0000 Musterort
S. Beispiel, building administrationQuote AN-0001
Submission by 12.11.
- Prices from your price list
- Totals and VAT recalculated
- Item 4.1 is included as a query
- Reference list enclosed
- Commercial register extract still missing
Page through the documents.Retype the items.Look up prices.Find a reference.
That is already prepared.
You read the quote, clear up the open questions and submit. The prices appear exactly as they are in your price list.
Quote AN-0001
- Prices from your price list
- Built from your template
- One query open, item 4.1
- Commercial register extract still missing
S. Beispiel · Quote AN-0001
Your prices, your template.
The software invents nothing. It fills your template with what is in your price list and in the tender. And where something is missing, it asks.
The same tender, two ways
What actually changes for your team. Both ways start at the same time.
Today
Seven steps, much of it retyping.
- 1Read through the tender
- 2Transfer items into Excel
- 3Look up prices in the price list
- 4Gather deadline and documents
- 5Search old quotes for a reference
- 6Build the quote, calculate totals
- 7Check everything again
Quote submitted. The next tender is waiting.
With AI
Three steps. The rest is prepared.
- Read items, enter prices, flag anything unclear and missing documentsdone by the software
- 1Read the quote
- 2Clear up open questions
- 3Check and submit
Quote submitted, with prices from your price list.Your team submitted it, not the software.
AI solution
Fits what you already have.
The software works with the systems you already have today. The tender arrives via Outlook or sits in SharePoint or Teams, items and prices are in Business Central, Abacus or Bexio, the template and references in SharePoint. The finished quote is ready as a draft.
- Tailored to your needsYour price list, your template, your references, your approval paths.
- Hosted where you wantIn your own environment or with a provider of your choice.
- Your team decidesThe quote is only submitted once someone on your side has checked it.
Why Kallysoft
Prices only from your list, double-checked. Open points become questions rather than assumptions, and the quote only goes out after your approval.
More on why Kallysoft →Which tender is on your desk right now?
Tell us about it. In a short conversation, we look at where your tenders cost time today and how your quote can come from your price list. No obligation, of course.
