Concrete software scope
What MetricSpec built around the real quoting workflow.
The Brandex platform was not a generic CRM skin. It was shaped around sign-company pricing: products, rates, costs, markup, customer records, quote revisions, vendor dependencies, and clean output for the person sending the proposal.
01
Configurable catalog and rates
Reusable products, costs, markups, tax settings, quote-validity windows, and pricing controls so the team is not copying old spreadsheets.
02
Guided quote builder
Structured line items for manual work and product-specific modules, with scope notes, quantities, costs, margins, and totals visible before sending.
03
Vendor request workflow
Outsourced work can trigger vendor pricing requests while keeping pending costs tied to the quote that needs them.
04
Client and quote history
Customers, project details, statuses, quote numbers, revisions, and follow-up context live in one workspace instead of scattered messages.
05
Branded proposal output
Operator-ready quote views and PDF export turn internal pricing work into a clear client-facing proposal.
06
Platform foundation
The same tenant, role, catalog, quote, and reporting backbone can extend into CRM, inventory, field service, and AI Insights.