InterAcct Suite
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Summary Estimating & Fast Quoting Software

Deliver fast, accurate price indications during pre-sales without getting bogged down in complex itemization. InterAcct’s Summary Estimating module lets you quickly quote, copy, and organize project costs by phases and cost items.

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Speed Up Your Pre-Sales Quoting Process

When dealing with prospects and early-stage bids, you need to provide a professional price indication quickly—without investing hours in granular data entry. InterAcct's Summary Estimating option strikes the perfect balance between speed and precision, integrating directly with your core job costing and accounting workflows.

Core Features

Why use InterAcct's Summary Estimating?

01

Quick & Flexible Estimating

Ideal for pre-sales situations where you need to generate a fast price indication for a prospect without spending excessive time.

02

Phases & Sub-Jobs

Summarize estimate totals neatly into distinct project phases (sub-jobs) and further break them down into specific cost items.

03

Unlimited Estimates & Revisions

Create multiple estimates per job. Easily copy an existing estimate to tweak pricing or scope while preserving the original version.

Rapid Pre-Sales Quoting

Quick Prices Deliver prompt price indications to prospective clients while interest is high.
Convert to Budget Seamlessly transition from quick summaries to detailed estimates when a job is won.
Templates Eliminate repetitive data entry using pre-built templates and joinery menus.

Project Phasing and Cost Breakdown

Organise Group estimated costs, revenues, and projected profits into logical project phases.
Drill Down Drill down from phase totals into specific cost items (labor, materials, subbies, and sundries).
Visibility Maintain complete visibility over projected margins before work begins.

Full Accounting & Job Cost Integration

Sales Leads Directly connected from sales lead management to quoting, win/loss analysis, and purchasing.
Integrated Part of the core Job Costing module that integrates natively with your general ledger and invoicing.
Budget vs Actuals Track actual performance against your summary estimates as the project progresses.
Video Walkthrough

Let's see Summary Estimating in Action.

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Ready to Streamline Your Estimating Workflow?

See how InterAcct helps you turn around estimates faster, protect your profit margins, and eliminate administrative bottlenecks.

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