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Construction quotes go through versions, approvals, and revisions before they're issued. ConstructionCRM tracks every version, locks approved figures, and produces your branded proposal in one click. No spreadsheets. No version confusion. No disputes you can't win.
The quote went through three revisions. Someone updated the value in the spreadsheet. The email says one number. The contract says another. Without a locked, version-stamped record in the system, you're having that conversation with a recollection instead of evidence.
Version 1 was the opening position. Version 2 had the revised scope. Version 3 was issued after the site visit. If those live in email threads and a shared folder, you don't have a quoting system. You have a filing problem that surfaces at the worst possible time.
If proposals live in Word documents and email, they're invisible to your pipeline. You can't see pending value by work type. You can't flag which quotes are approaching expiry. And you can't forecast with any confidence because the numbers aren't in one place.
From first draft to issued proposal, the Quotations module handles your commercial workflow in full, linked to the project and opportunity it belongs to.
Every quote carries a proposal number with automatic version suffix. 0012311v1 becomes v2 with one click. The original is preserved, locked, and auditable. You always know what was sent and when.
Explore VersioningNo quote leaves the business without the Approved flag being set. Lock the record once it's issued. Managers see every quote awaiting sign-off. Unapproved quotes are visible but cannot be formally issued.
Explore ApprovalsClick Issue, select your template, and the system generates a formatted PDF proposal. Multiple branded templates for different clients or work types. Quote data populates automatically from the record.
Explore TemplatesQuotes are grouped by status in the list view with subtotal values per group. Include in Forecast toggle gives you clean pipeline figures. Expiry dates flag quotes before they lapse.
Explore PipelineAletus AI is not a generic chatbot pointed at your data. It is a construction-specific intelligence layer that understands your quotes, your pipeline stages, and your commercial exposure. Now integrating with Claude (Anthropic) for natural language querying directly from your live quotation records.
Our clients treat their quoting process as a commercial advantage, which is why most prefer to stay anonymous.
Every CCRM deployment includes the Quotations module, scoped to your templates, your work types, and your approval workflow, with the most competitive implementation costs in the construction CRM sector.
We'll show you exactly how CCRM handles your quote types, your approval chain, and your pipeline reporting. Bring a real quote scenario. We know the industry well enough to work through it with you.
We'll walk through CCRM's Quotations module using your work types, your approval flow, and your pipeline. No generic walkthrough. No wasted time.