Competitor quotes and price match
Add a rival quote from a photo, compare it with yours, offer a price match within your limit, and show the customer.
Add their quote to the job
On the job page, under Competitor quotes, tap Take a photo, Upload PDF or picture, or Type it in. A photo or PDF is read for you: the business name, each line with sizes and prices, the total, and notes such as warranty or lead time. Each line is matched to one of your windows. Check every figure, then tap Save competitor quote.
Compare on the quote
Open the quote. The price match panel shows your price and theirs for each product and for installation, with the gap, and their notes underneath. Tick Differences, Their prices or Their name to choose what the customer may see.
Offer a price match
Pick Match, Beat by 2%, Meet halfway or Hold our price. The panel shows the new total, the discount it needs and the margin after it. A price match is checked against your price-match limit (Settings › Quote Approval › Price match), which can be higher than your normal discount limit. Over your own limit, the quote goes to an admin before it can be sent. Add a reason and tap Apply price match, then save the quote. Hold our price records the decision without changing the price.
Check against the market
Against the market, on the totals card, shows where your price per square metre sits compared with what businesses charge in your country. Closed, it shows one summary slider and how many products are in, above or below range. Tap Details for a slider per product and where each figure came from. Figures marked AI estimate come from the AI, not from published prices.
Show the customer
Tap Show customer to open both quotes side by side, room by room, on a tablet. The first time, choose a 4-digit PIN. The customer view stays on screen until you hold Exit and enter the PIN. The customer never sees your costs, margins or limits. You can also add the comparison to the customer’s quote link, or download it as a PDF.
Plans
Competitor quotes, price match and Against the market are part of the Pro and Enterprise plans.