Products
Manage product definitions, components and labour
Materials
Manage materials, parts and labour rates
🟢 Green rows = confirmed supplier price | 🟡 Yellow rows = estimated price
| Part Name | Supplier | Unit | Unit Cost (£) | Status |
|---|
🟢 Green rows = confirmed rate | 🟡 Yellow rows = estimated rate
| Activity | Rate (£/hr) | Status |
|---|
| Supplier Name | Contact | Phone | Notes |
|---|
Settings
Company details, markup and integrations
Company Information
PNG with transparent background recommended. Max 500 KB. Ideal width: 180–220 px.
Data & Transfer
Export all your quotes, settings, products and configuration to a file. Use the same file to restore your data on any computer.
Set the default markup percentage and minimum setup charge for each product. Changes apply to all new calculations.
Product
Markup %
Min Setup Charge (£)
Users
| Name | Role |
|---|
Bitrix24 CRM Integration
Enter your Bitrix24 webhook URL below. Once saved, use the ↑ Bitrix24 buttons next to each price tier in the Quote Builder to create a Deal directly in your Bitrix24 CRM with that pricing applied.
In Bitrix24, open the Sign Shapes pipeline. The ID is the number in the URL:
/crm/deal/category/5/ → enter 5
Sync from Bitrix24
When enabled, you can pull deals from your Sign Shapes pipeline in Bitrix24 directly into this app. Deals already in the app will have their status updated; new deals will be added as orders.
Brand & Style
Applied to document title headings.
Document Titles
Customise the heading printed on each document — e.g. rename "QUOTATION" to "ESTIMATE".
Section Visibility
Toggle which sections appear on each document type. A dash (—) means that section does not apply to that document.
| Section | Quote | Confirm | Delivery | Invoice |
|---|
Footer Text
Quotes & Orders
0 orders
| ID | Ref | Customer | Order Date | Price Tier | Items | Total | Status | Due Date | Shipped Date |
|---|
Sales Board
Sales Today
—
Quotes Today
—
Shipped Today
—
Sales This Month
—
Quotes This Month
—
Shipped This Month
—
| ID | Reference | Customer | Order Date | Price Tier | Items | Total | Status | Due Date | Shipped Date |
|---|
Activity Log
0 entries
Access Log
0 sessions
| User | Role | Login Time | Time Ago | IP Address | Browser | OS |
|---|
Automation
0 rules
How rules work: When a trigger event occurs (e.g. a quote status changes), any enabled matching rules run automatically.
Rules are executed in order — you can create multiple rules for the same trigger.
Bitrix24 integration must be configured in Settings → Bitrix24 for sync actions to work.