Quotation software for certification and inspection bodies

Quote any audit in minutes
Single-site, multi-site, or integrated. One quoting engine replaces spreadsheet pricing, so your team quotes faster with fewer errors.

Man interacting with quotation and calculation interface.

Why is quoting so hard for certification bodies?

Pricing a certification audit is rarely simple. Your team works through standards, versions, accreditation rules, site counts, and audit days — often across spreadsheets. And the stakes are real. One wrong number can mean non-compliance, a delayed proposal, or lost margin. Worse, it’s your highest-value deals — multi-site and integrated audits — that are the hardest to get right and the most costly to get wrong.

What does effective audit scheduling deliver?

Accurate audit days without manual maths, complex multi-site and integrated quotes built in minutes, and a proposal generated in one step — then pushed straight into planning with nothing re-keyed. Faster offers, cleaner numbers, and a consistent audit trail behind every quote.

How does Zertic quoting work?

Zertic takes a quote from build to accepted handover in one continuous flow.

audir and execution program

Build
Handle any quote scenario in one place

Start from an acquisition workflow and select the client, standard, and version. Build initial or renewal quotes for single or multiple standards. For multi-site, the certificate card lets you add sites and assign EA, NACE, SIC, and IAF categories and scope per site.

Calculate
Get accurate audit days without manual maths

Audit hours and cost types are calculated per standard and per site, driven by version, protocol, and accreditation body. Link stages into combination audits, or integrate ISO standards across years with a reduction percentage and a recorded motivation.

Send
Generate and send the proposal in one step

Generate the quote proposal as a ready document, with names, addresses, dates, and calculations already filled in. Send it to the client straight from the workflow, with automated emails, attachments, alerts, and translations.

Handover
Move accepted quotes into planning without re-entry

When the client accepts, push the quote to planning in one move. Certificates, reference dates, and emails carry across automatically, ready to use for planning and execution.

What is automated quote calculation?

Calculation turns the data your client provides into audit time and costs automatically — no spreadsheets, no manual formulas.

Client data drives the numbers

Scope, number of locations, complexity, and FTE come straight from the application form or portal into the quote.

Priced to your accreditation logic

Configurable fields link to your hour and cost types and pricelist, so audit time is calculated per standard and per site to your own rules.

One source, reused across the cycle

The same field data is visible to the auditor for preparation and execution, so nothing is re-entered downstream.

What changes when you automate quoting?

WITH OUT ZERTIC

  • Audit days calculated by hand, prone to error
  • Proposal documents built and formatted manually
  • Quote details re-keyed into planning
  • Multi-site and integrated quotes take hours to build

WITH ZERTIC

  • Hours and costs calculated automatically per site
  • Proposal documents generated in one step
  • Accepted quotes flow straight to planning
  • Multi-site and integrated quotes built in minutes

Why choose Zertic for certification quoting?

Zertic understands accreditation bodies, versions, protocols, substandards, and multi-site scope, so quotes reflect real audit rules rather than generic line items.
Whether you certify one standard at one site or several across dozens of sites, the same engine prices it consistently and keeps a clean audit trail. For multi-site contracts, quoting connects directly to the Audit Program module, turning quote data into a structured, site-level program.

Faster quotes, fewer errors

If your team wants a faster, more reliable way to price and send certification quotes, Zertic turns complex pricing into a few clicks.

Central 3D Z with people interacting with digital elements.

Certification Quoting: Common Questions

Yes. Add sites with per-site categories and scope, and integrate ISO standards across years with a reduction percentage and motivation.

With the Calculation add-on, yes. Client-provided fields link to your hour and cost types and pricelist, so audit time and cost are calculated per standard and per site to your own rules.

Yes. Renewal quotes use the same flow for single-site and multi-site, single or multi-standard, building on the prior cycle.

Yes, if you have the Client Portal module. Clients can complete parts of the quote themselves; otherwise your team handles it internally.

It moves to planning in one step, carrying hours, scope, location, reference dates, and automated emails with it — no re-entry.

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