PROJECT PRICING FOR CUSTOM WORK

Price with
confidence.

Build and revise quotes with your margin and the customer’s budget in view.

Use your own rates and costs, compare options side by side, then share a proposal your customer can accept online.

See it in action

Free founding pilot · We’ll set up your rates and first quote with you.

For production teams, fabricators, and specialty installers who price custom work.

SummaProjects / Flagship product launchAB

SAMPLE PROJECT

Flagship product launch

EST-0042 · Sample Client

Draft
PricingCompareProposal
Customer total$174,660
Margin · target 33%32.9%
Budget $185,000$10,340 under
BEFORE YOU SENDMargin below target32.9% against a 33% target (0.1 pts under)

Crew · 380 hr × $92 = $34,960

Cost $22,80034.8%

ItemPriceCostMargin
Design$22,000$11,00050.0%
Build$48,000$31,20035.0%
Demo stage & product plinths$28,000$18,20035.0%
Brand walls & graphics$20,000$13,00035.0%
Technology$44,500$28,50036.0%
Crew$34,960$22,80034.8%
Build & install crew · 380 hr × $92$34,960$22,80034.8%
Vendors$13,200$12,0009.1%
Logistics$12,000$11,7002.5%

Simplified product illustration · Sample data

COMPARE OPTIONS

Compare what the customer pays,
and what you earn.

Most jobs can be done more than one way: as scoped, value-engineered, or with premium finishes. Price each option from your own rates and costs, then see what it does to your margin and the customer’s budget before you share it. A higher margin percentage can still mean less money earned.

Simplified product illustration · Sample data

COMPARE · FLAGSHIP PRODUCT LAUNCH

Target margin 33% · Budget $185,000

Pick an option to see its numbers.

  1. Base plan

    Selected

    Custom stage and plinths, dimensional brand walls.

    Customer total
    $174,660
    Gross profit
    $57,460
    Margin
    32.9%

    −0.1 pts vs target

    Baseline$10,340 under budget

  2. Value engineered

    Modular stage system and printed fabric walls in place of custom construction.

    Customer total
    $161,140
    Gross profit
    $54,740
    Margin
    34.0%

    +1.0 pts vs target

    +1.1 pts vs base$23,860 under budget

  3. Premium finishes

    Below target

    Solid-surface plinths, metal-clad brand walls.

    Customer total
    $188,660
    Gross profit
    $60,960
    Margin
    32.3%

    −0.7 pts vs target

    −0.6 pts vs base$3,660 over budget

  4. Custom display

    Missing cost

    A specialist display. Their quote hasn’t come back.

    Customer total
    $187,160
    Gross profit
    Unavailable
    Margin
    Unavailable

    1 item missing cost · $12,500 of price

    No margin yet$2,160 over budget

The customer pays $174,660 and you earn $57,460, a 32.9% margin: 0.1 pts under your 33% target.

BEFORE YOU SEND · BASE PLAN

  • Margin below target32.9% against a 33% target (0.1 pts under)

WHERE THE SELLING PRICE GOES · BASE PLAN

Cost $117,200Gross profit $57,460

MARGIN BY CATEGORY · TARGET 33%

  • Design50.0%
  • Build35.0%
  • Technology36.0%
  • Crew34.8%
  • Vendors9.1%
  • Logistics2.5%

Design and technology earn the highest margins. Vendors and logistics barely cover themselves.

CUSTOMER VIEW

Flagship product launch

Design, build, technology, crew and logistics · Base plan

Total$174,660
No costs or margins on this page

Share the link yourself. Customers accept or decline online, and Summa records their name and the time against the version they saw.

QUESTIONS

Frequently asked questions

What does the founding pilot involve?

The pilot is free. We’ll help you set up your rates and a first quote, ideally one you’ve already sent, so there’s no deadline riding on it. Then you build and revise real quotes in Summa, and we ask for candid feedback on what works and what’s missing.

Can I use Summa instead of my Excel quoting spreadsheet?

Yes, and you don’t start from scratch. You can import price lists, rate cards, customer lists and past-project summaries from CSV or Excel (.xlsx) files. You match the columns and preview the import before anything is added. If your quoting lives in a more complicated workbook, we’ll look at it with you and help prepare the data.

Is Summa estimating software, quoting software or proposal software?

It covers the pricing and the proposal. You build and check the price internally from your own rates and costs, compare options, then share a proposal link from the same project. Costs and margins never appear on what your customer sees. They accept or decline online, and Summa records their name and the time against the version they saw. Summa doesn’t send emails, take payments or create invoices.

How do you price a custom project?

Start from what the work costs: labor, materials and subcontractors. Then set the price that covers your overhead and earns the margin you’re aiming for, and check it against the customer’s budget. In Summa you build each line from your own rates and costs, see the margin on every line and on the whole project, and adjust before the proposal goes out.

Start with a quote you’ve already sent, or one you’re working on, and we’ll help you set it up in Summa.

FOUNDING PILOT

Set up a real quote
in Summa.

Tell us what you quote. We’ll reply by email to discuss the free pilot and help you set up a real project.

Questions? Email Alex at hello@summaprice.com.