# Quoting and Proposal Software in Worcester > Quoting and Proposal Software for businesses in Worcester. Cube Systems covers Worcester and Kidderminster, Redditch and Malvern, with on-site implementation and support from our Olney office. **URL:** https://cubesystems.co.uk/software/quoting-software/worcestershire/worcester Worcester is comfortably within a morning’s drive of our Olney office, which means implementation here is done in person rather than over a screen share. That matters more than it sounds: most of what a system needs to know is learned by standing in the building. ## Details - **Solution:** Quoting and Proposal Software - **Platform:** CubeCRM (https://cubesystems.co.uk/cube-crm) - **Product site:** https://cubecrm.co.uk - **Location:** Worcester, Worcestershire - **Distance from our Olney office:** 64 miles - comfortably within a morning’s drive of our Olney office - **Postcode districts:** WR1, WR2, WR3, WR4, WR5 - **Also known as:** Quotation software, Proposal software, Quote management software, Quote builder, Online quote acceptance ## Coverage We cover Worcester and the surrounding area, including City Centre, St Johns, Barbourne, Ronkswood and Warndon, across the WR1, WR2, WR3 and WR4 postcode districts. We also work with businesses in Kidderminster, Redditch and Malvern and elsewhere in Worcestershire. ## What is included - **One price list:** Products, services, labour rates and bundles held centrally, with customer-specific prices and volume breaks applied automatically, so nobody quotes from last year’s figures. - **Documents in your branding:** Quote and proposal templates with your terms, cover letter, photographs and drawings, sent by email from the customer record. - **Revisions and approvals:** Every version is kept with what changed and who changed it. Discounts beyond a threshold need sign-off, and the reason is recorded against the quote. - **Accepted online:** The customer accepts from a link, choosing between any optional lines. Who accepted and when are recorded, and the deal moves to won. - **Chasing that happens:** Follow-ups are scheduled before a quote expires, high-value quotes escalate, and each person has a list of everything still outstanding. - **Straight into the accounts:** An accepted quote can create the customer and a draft invoice or sales order in Xero, Sage or QuickBooks, so finance picks it up without retyping it. ## Real-world use cases ### Quotes copied from the last job **Scenario:** A commercial kitchen installer built each quote in Word by copying the last similar one. Prices were sometimes out of date, a previous customer’s name occasionally slipped through, and finding last year’s quote meant asking around. **Outcome:** Quotes are built from one maintained price list on the customer record and produced from a single template, so there is no earlier document to copy from and old quotes are a search away. ### Discounts nobody signed off **Scenario:** A trade supplier let salespeople discount freely to win work, and margin on some long-standing accounts had worn away for years before anyone noticed. **Outcome:** Discounts beyond an agreed level go to a manager for approval with a reason, and the discounts given can be reported by salesperson and customer. ### Quotes that were never chased **Scenario:** An events company sent quotes and waited. Chasing depended on each person remembering, so in a busy week it did not happen. **Outcome:** Follow-ups are booked automatically when a quote goes out and escalate by value, so every quote is chased before it expires. ## Figures - **Every** Revision kept, with who changed what - **Online** Acceptance that marks the deal as won - **Booked** Follow-ups before each quote expires ## Frequently asked questions **Can a quote include optional items?** Yes. Lines can be marked optional or offered as alternatives, and the customer chooses between them when accepting online. The accepted version is the one that carries forward. **Can we attach drawings, photos or specifications?** Yes. Files can be attached to the quote or included in the proposal PDF, and they stay on the quote and the customer record afterwards. **What happens when a customer accepts?** The deal moves to won and its owner is told. With the accounting integration, the customer and a draft invoice or order can be created in Xero, Sage or QuickBooks automatically. **Is online acceptance legally binding?** It records who accepted, when and exactly what they saw, which is usually what a business needs. Whether it forms a contract depends on your terms, so check them with your adviser. **We need to estimate from materials and labour. Will it do that?** For price-list and service quoting, yes. Estimating from bills of materials, live stock costs and production routings is part of CubeERP, which shares CubeCRM’s data model, so you can start with CubeCRM and move up later. ## Related solutions - **Sales Pipeline Software** - Every deal on one board by stage, with its value, likelihood, owner and next step, so the whole team can see what is live and what has stalled. https://cubesystems.co.uk/software/sales-pipeline-software/worcestershire/worcester - **Sales Forecasting Software** - A sales forecast built from the deals in your pipeline, weighted by stage and checked against your own win rates, with every figure traceable to named opportunities. https://cubesystems.co.uk/software/sales-forecasting-software/worcestershire/worcester - **CRM Software** - Contacts, enquiries, pipeline, quotes and follow-ups on one shared customer record. CubeCRM is CRM for UK sales and service teams. https://cubesystems.co.uk/software/crm-software/worcestershire/worcester - **ERP Software** - One system for quotes, orders, stock, production, purchasing and invoicing - built in the UK for growing businesses. https://cubesystems.co.uk/software/erp-software/worcestershire/worcester ## Elsewhere in Worcestershire See https://cubesystems.co.uk/software/quoting-software/worcestershire for quoting and proposal software across Worcestershire. ## Contact - **Company:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972) - **Email:** hello@cubesystems.co.uk - **Sales:** sales@cubesystems.co.uk - **Support:** support@cubesystems.co.uk - **Telephone:** 01234 672 617 (+441234672617) - **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP - **Opening hours:** Monday to Friday, 09:00 to 17:30 - **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)