Product Library
Build Accurate Estimates with Live Pricing
Manage all items, pricing, tax profiles, and cost structures in one reliable item library. Build estimates and proposals using live pricing, while automatically preserving historical pricing as costs change—so every quote stays accurate and auditable.
Still Managing Prices in a Spreadsheet?
Manually updating product prices and copying them across spreadsheets leads to errors, outdated estimates, and inconsistent pricing. When prices change, there's no easy way to know what was approved historically—or how revisions should be handled.
Outdated Pricing:Leads to inaccurate estimates and reduced margin
Spreadsheet Chaos:Versions, tabs, and formulas spiral out of control
No Historical Tracking:Hard to justify pricing or audit past work
Change Order Confusion:No clean record of what the customer agreed to at the time
Historical Pricing & Snapshot Storage
Whenever an estimate is created, pricing is automatically snapshotted and preserved—even if the product price changes later. The moment a proposal is signed, the system locks in pricing and stores it for future reference and reporting.
Signed Proposal Snapshot:Final price is locked in—future changes don't overwrite history
Smart Change Orders:Reductions apply previous signed prices, additions use current pricing for accuracy
Full Audit Trail:Know exactly what was approved and when
Centralized Product Catalog
All pricing lives in one place. No more spreadsheets, no more manual updates. Adjust a price once and it flows through to your estimates, templates, and product listings instantly.
Live Price Updates:Prices update globally in real time
Custom Budgets & Tax Profiles:Handle complexity without formulas
Category & Unit Management:Organize products your way
Control & Permissions:Limit who can change pricing
Easily Manage Taxes
Create and manage tax profiles in one central place. Define tax rules once and apply them consistently across products, estimates, proposals, and invoices—without manual calculations or spreadsheet formulas.
Centralized Tax Profiles:Manage all tax rules from a single location
Flexible Tax Rules:Easily set percentages
Automatic Application:Taxes apply correctly to items and documents
Easy Updates:Change a tax profile once and it updates everywhere
Build Estimates Without a Spreadsheet
Create professional estimates using your product library—no formulas, tabs, or manual math. Pricing, tax profiles, and product components automatically populate for you.
Fast Estimate Creation:Search, add, and configure items in seconds
Feeds Into Templates:Use your library for reusable estimate formats
Automatic Calculations:Pricing, taxes, and totals handled for you
Reliable & Consistent:Every estimate uses the same source of truth
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
Everything your team needs to stay in sync.
From leads to invoices, Erro keeps your team aligned. Built-in CRM and project management tools help you track clients, assign tasks, and stay updated on every job.
Lead Generation
Capture and organize leads to grow your pipeline. Collect leads from web forms, phone calls, and referrals, then prioritize them so your sales team can focus on the best opportunities. Integrate with marketing campaigns to maximize conversions and keep your pipeline full.
Lead Management
Track, nurture, and convert leads with powerful management tools. Monitor every interaction, use custom tags and statuses to segment leads, and collaborate with your team to ensure no opportunity slips through the cracks.
Marketing Automation
Automate outreach to save time and boost conversions. Set up email campaigns, schedule follow-ups, and use custom email templates to maintain a consistent brand presence and streamline communications at scale.
Product Library
Centralize all your offerings with up-to-date pricing, tax profiles, and budget tracking. Add items to estimates, proposals, and invoices with accuracy, without relying on spreadsheets or manual calculations.
Sales Templates
Build reusable templates for all your sales documents, including estimates and proposals. Support complex assemblies, base and option pricing, and item groupings. Save, update, and copy templates to streamline workflows, reduce errors, and accelerate sales cycles.
Estimate Creation
Create accurate estimates in minutes using templates and live pricing from your product library. Adjust items, quantities, and pricing with confidence, then send proposals directly from your estimates to clients for faster approvals.
Invoices & Payments
Generate invoices from proposals and record payments seamlessly. Automate billing notifications, track payment status, and manage recurring or scheduled invoices—all from a single dashboard.
Change Orders
Manage change orders efficiently by linking them directly to estimates and proposals. Track payments and current pricing, update line items easily, and keep your team informed with dashboard visibility and automated approval workflows.
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
Frequently Asked Questions
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