Step by step

How Smartoffer works – from your first quote to your profit

Six steps, in the order they happen in your company. The screens below are examples with demo data.

Step 1

Set up your company once

Your company details, logo and VAT rate are entered once and then appear automatically on every quote, certificate and invoice.

  • Name, company ID, address and bank account
  • Logo and default terms
  • Ready-made line items and templates with your prices
app.smartoffer.bg / settings
Company details
LOGO
Build Ltd
Company ID
203456789
VAT
20%
Address
1 Example Street
Quote validity
30 days
Save
Step 1 – company details, entered once
Step 2

Create the quote and bill of quantities

Add the client and the project, then build the bill of quantities by section: line item, unit, quantity and unit price. Totals are calculated as you type.

  • Ready-made construction line items and templates
  • AI reads the architectural plan and suggests line items
  • Subtotals, VAT and grand total – automatically
app.smartoffer.bg / quotes / new
Quote #0024 · Apartment renovation
AI: items from plan
Line itemUnitQtyUnit priceAmount
Drywall partitionm²4228.001,176.00
Skim coatm²1209.501,140.00
Paintingm²1206.00720.00
Add line item
Subtotal€3,036.00
VAT 20%€607.20
Total€3,643.20
Step 2 – a bill of quantities with automatic totals
Materials — only for me

While you build the bill of quantities, Smartoffer also works out the materials you will need – quantities, your purchase price and the price for the client. Only you see this panel: the client never receives it, and you know exactly what to buy and how much you earn on materials.

  • Exact quantities for every material – you know what to buy
  • Your price, the client price and the profit on every line
  • A margin slider for materials (0–100%) – prices and profit update instantly
  • Download the materials list as a PDF, linked to your distributors – ready to order
app.smartoffer.bg / quotes / new
Materials — only for me€361.59
MaterialMy priceClient priceProfit
Deep-penetrating primer€53.13€63.75+€10.63
Latex paint€95.63€114.75+€19.13
Filler compound€148.75€178.50+€29.75
Joint tape€3.82€4.59+€0.77
TOTAL€301.32€361.59+€60.26
Margin on materials20%
0%50%100%
Download list (PDF)
Materials — only for me: quantities, prices, profit and margin
Step 3

Send the quote to your client

Your client receives a clear, detailed quote as a PDF – they see exactly what will be done, where, and what it costs. It’s ready in minutes, while their interest is still warm.

  • A breakdown by room – each room with its area
  • For every room: the work included and the price of each task
  • Separate prices for labour and for materials
  • Total with or without VAT – your choice
  • A ready-to-send PDF – in your client’s inbox in under 10 minutes
app.smartoffer.bg / quotes / 37
Quote #37
John Peters
Apartment, 12 Example Street
PDF
Date2026-10-01
Living room (25 m²)€1,785.00
Skim coat (85 m² × €12.00)€1,020.00
Painting (85 m² × €9.00)€765.00
Labour€1,785.00
Materials€361.59
Subtotal€2,146.59
VAT 20%€429.32
TOTAL€2,575.91
Incl. VATExcl. VAT PDF Send
Step 3 – the quote, ready to send
Step 4

The accepted quote becomes a project

Once the client accepts, the quote turns into a project with a budget, schedule and status. The whole team works with the same data – from the office or on site.

  • Status: quote, accepted, in progress, completed
  • Budget, schedule and progress in one place
  • Voice commands and control via Telegram
  • The right permissions for your team and accountant
app.smartoffer.bg / projects / apartment-renovation
Apartment renovation – Lozenets
Quote
Accepted
In progress
Completed
Progress45%
Budget
€3,643.20
Deadline
15 Nov 2026
Team
3 people
Voice command: “Skim coat is 60% done”
Step 4 – the project with its status and progress
Step 5

Certificates and invoices in one click

Mark the quantities completed in the period, and the system builds the progress certificate from your bill of quantities and turns it into an invoice – no retyping.

  • Progress certificates and interim protocols from templates
  • Quantities and prices come straight from the bill of quantities
  • An invoice with VAT from the accepted certificate
app.smartoffer.bg / projects / certificate
Progress certificate · 1–31 Oct 2026
Line itemIn BoQCompletedAmount
Drywall partition42 m²42 m²1,176.00
Skim coat120 m²72 m²684.00
Painting120 m²0 m²0.00
Total for the period, excl. VAT€1,860.00
Create invoice
Step 5 – the period’s progress certificate, ready to invoice
Step 6

Track costs and profit

Record material, labour and subcontractor costs against the project. Smartoffer compares them with the quote and shows you the real profit and margin.

  • Quoted vs. actually spent
  • Profit and margin per project – automatically
  • Excel and PDF reports for your accountant
app.smartoffer.bg / projects / result
Quoted (excl. VAT)
€3,036.00
Actual costs
€2,210.00
Materials€1,240.00
Labour€830.00
Subcontractors€140.00
Profit
€826.00
Margin
27%
Step 6 – the project result: profit and margin

Create your first quote and walk through the process yourself

14 days free, no card required. Create a quote, turn it into a project and see how everything connects.

Smartoffer

Construction software for builders – quotes, estimates and projects in one place.

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