How can builders create accurate and professional quotes faster?

Most builders still rely on spreadsheets or static templates that take hours to update and often leave margins at risk. Canibuild’s SmartQuotes automates the entire process, using cost + margin logic, smart tax handling, and built-in governance to deliver accurate, client-ready quotes in minutes.

Quoting is one of the most critical, yet frustrating, parts of winning new jobs. Get it wrong, and you risk losing the deal or cutting into your margins. Get it right, and you build trust with clients while protecting your bottom line.

The problem? Until now, many sales teams have relied on manual spreadsheets, static price lists, or inconsistent processes to prepare quotes. It’s slow, error-prone, and stressful.

That’s why we’ve upgraded SmartQuotes, bringing builders a faster, more accurate, and more professional way to quote. Read along to find out. 

What’s New in SmartQuotes

Margin-Based Pricing

SmartQuotes now runs on cost + margin logic—a huge leap from the old static numbers. Once you set your costs and margins, the system does the rest: item prices, design catalogs, plans, facades, and options are all automatically calculated and kept consistent. No more second-guessing or double-checking spreadsheets. 

Result: Every quote comes out accurate, consistent, and margin-protected.

Smarter Tax Handling

Tax rules have always been a headache—but not anymore. SmartQuotes respects your settings (whether you work inclusive or exclusive of tax) and even allows you to toggle items or designs as tax-exempt. Totals, footers, and client-facing outputs all update automatically. 

Result: Simple, clean, compliant quotes without mistakes or rework.

Quote Dashboard & Reporting

Numbers tell the story of your business—and now SmartQuotes helps you read it. With the new Quote Dashboard in MyHub, you can instantly see profitability, cost structures, discounting patterns, and performance trends. Want to take the data further? Export to CSV in one click for deeper analysis. 

Result: Real-time visibility into where your quotes are winning and where they’re not.

Stronger Controls & Flexible Presentation

Quoting isn’t just about numbers—it’s about control and presentation. SmartQuotes gives admins discount permissions to prevent rogue markdowns, plus the ability to hide certain items from client-facing quotes while still keeping them in your totals. Templates become smarter with zero-quantity items, ensuring they’re reusable across jobs. And when it comes to presentation, formatting has leveled up: localised options, improved design, and even swatches for pools. 

Result: Deliver polished, professional quotes that protect your margins and impress homeowners.

What do These Updates Mean for Builders? 

With SmartQuotes, quoting is no longer a slow, manual, error-prone chore—it’s a competitive advantage. Builders can now quote in minutes instead of hours, with total confidence that margins, costs, and taxes add up every time. The client experience is elevated too: professional quotes that homeowners trust and say yes to. And behind the scenes, stronger controls and reporting keep your business profitable.

Every job starts with a quote. Make yours faster, more accurate, and impossible to ignore. Already with Canibuild? Log in now and start quoting smarter. Not a user yet? Book a demo and see SmartQuotes in action.