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Click a row once to highlight it; double-click it — or press Enter on it, or use its Open button — to bring up the quote. The quote you're building now opens in Review, where its numbers live; a stored quote opens as a read-only preview of the saved record. A quote marked Won carries a Traveler button — click it to bring up the traveler file (the live Traveler screen for the quote you're building, a document preview for a stored one). That's the copy that goes to the floor, stored per customer, part, and revision so a repeat order pulls it up as-is. The quote you're building now sits in the library as a Draft until it's marked Won or Lost in Review; quotes that have gone out and are awaiting a decision show as Sent.

Enter the price you actually pay for this material. QuoteLite uses that number directly and works out the cost per part from the basis you choose — no density or $/lb conversion.

Include extra stock for holding, spares, freight, or cut fees in the price you enter, or choose a basis that spreads them across the run. Common prices can be saved in the Material price book in Shop Setup.

Every field on every operation is editable — name, time, unit, whether it applies per job or per part, and the hourly rate. Pick a rate from the dropdown — it lists the named rates from Shop Setup and follows them if they change there — or choose Custom to type a one-off rate for just this operation. Rates also link themselves by name: add a rate called Programming in Shop Setup and the Programming operation below switches to it on its own — no dropdown needed — then follows that rate whenever you change it in Shop Setup. An operation marked Auto-matched under its Rate is linked this way; picking a different rate or Custom from the dropdown takes it back to manual. Per-job operations are spread across the quantity; per-part operations charge on every part. Add or remove operations as the job needs. On a phone, each operation stacks: name on its own row, then wide Time, Unit, Applies, and Rate slots.

Operations subtotal: $28.50 per part · $712.50 for the job.

Outside work is passed through at cost — no percentage is added to it here. Your margin is applied once, to the whole quote, in the pricing step.

The first question a customer asks is "what's my price at 50? At 100?" Add those quantities here and QuoteLite reprices each one from the same five blocks above — per-job costs (programming, setups, lot charges) spread across the run, per-part costs stay per part. The first row of the table is this quote's own quantity and follows Block 1. Breaks appear on the Review and go out on the Customer Copy.

Each quantity is repriced from the same cost lines above — per-job costs spread thinner as the quantity climbs, so the unit price falls without touching a rate.

Status is reflected on the Dashboard list. Win rate counts decided quotes only.

QuoteLite imposes no scheme of its own. Match the system your shop already runs — any prefix, any starting number, any padding — so QuoteLite quotes continue your existing sequence instead of starting a second one. Quotes already sent keep the numbers they went out with; this sets the numbers from here on.

This is the layout the customer sees. Edit it once, save it, and every quote goes out in this format — the shop name and address at the top, the terms at the bottom, and which details appear on the page. Changes preview live on the Customer Copy screen; Save makes them the shop default.

Add as many rates as the shop needs — a 5-axis rate, a lathe rate, an inspection rate. The name is the link: an operation whose name matches a rate name uses that rate automatically. Add a rate here and name it Programming, and the Programming operation in New Quote populates with it on its own — change the $/hr here after that and the operation follows, with nothing to re-pick on the quote. Rename a rate or change its $/hr here and every operation using it updates everywhere. Operations set to Custom are never auto-linked. Removing a rate that operations still use turns those operations to Custom at the rate's last value, so no price silently changes.

QuoteLite does not price material from density or $/lb. Enter the price you actually pay; save common items here.

The default for stock sizes and dimensions you enter. In this mockup the choice is recorded here as your preference; the worked example's stock size stays as written.