Step 1: Core Engine Features

Select the essential foundation features for your estimator tool

Conditional Questionnaire Engine
Nested if-then form builder

The Conditional Questionnaire Engine is the heart of your estimator tool. It guides your sales reps through a series of smart questions that adapt bas...

Summary & Spec-Sheet Module
Editable grid + PDF/JSON export

The Summary & Spec-Sheet Module automatically compiles all captured data into a comprehensive, editable summary that can be exported in multiple forma...

Admin & Reporting Dashboard
Audit logs, filters, history

The Admin & Reporting Dashboard provides a centralized hub for managing users, tracking performance, and auditing system activity. Get complete visibi...

Role-Based Auth & User Mgmt
Admin / Owner / Rep tiers

Role-Based Authentication & User Management ensures that only authorized personnel have access to sensitive data and functionality. Create custom perm...

Output Template Editor
WYSIWYG PDF layout

The Output Template Editor allows you to customize the look and feel of your generated documents, ensuring they align with your brand identity. Create...

ROI & Resale Calculator
License & revenue modeling

The ROI & Resale Calculator helps you demonstrate the value of your product or service to potential customers by projecting potential returns on inves...

Usage Fees, Hosting, API Calls, Full Ownership Rights, Support & Maintenance (Year 1)
Essential infrastructure and support services

Comprehensive hosting, infrastructure, and support package for your first year of operation. Includes cloud hosting, API call allowances, technical su...