Every feature is purpose-built for how scaffolding businesses operate. The sales pipeline stages match your actual workflow — from lead through site visit, estimating, bid submission, and contract. Rental tiers, scaffold rate profiles, metric-driven quantities, and industry-specific catalogs are built in, not bolted on. ScaffPlan Sales & Estimating was designed by people with over 40 years of combined scaffolding experience. 

Three ways, depending on the job. Quick Quote gives you a ballpark figure while you're still on the phone. The Quick Estimate Wizard uses your templates and metrics to build a full priced estimate in minutes. Standard Estimate gives you complete control for complex jobs. All three pull from your rate library and catalogs, so pricing stays consistent no matter who builds the quote or which method they use. 

ScaffPlan AI is a scaffolding-trained agent built into the platform. Upload a site photo and get a scaffold material list. Paste an enquiry email and create a deal and contact in seconds. Draft compliance documents, generate cost breakdowns, or dictate commands by voice. ScaffPlan AI works across your entire workflow — and requires your approval before changing any data. It's not a chatbot. It does real work. 

Yes. ScaffPlan includes import tools for your companies, contacts, and rate data from Excel and CSV. Duplicate detection flags and merges overlapping records during import. Your existing quote templates can be rebuilt inside the platform, and if you choose the Done-For-You Setup option, we handle the migration for you. Nothing gets lost and you don't start from an empty system. 

Build proposals using a professional document editor with your branding, dynamic fields, and reusable content blocks. Generate PDFs in one click — versioned and stored automatically. Share proposals through a secure client portal where your customer can view, comment, accept, and digitally sign without a single email attachment. You'll see exactly when they opened it and whether they've responded. 

Nothing is lost. Every deal, quote, conversation, file, and approval is stored against the job — not in someone's inbox or on their laptop. Activity logs show who did what and when. Role-based permissions mean the right people always have access, and the full history is there for whoever picks up the work. Business continuity is built into how the platform works, not treated as an afterthought. 

Yes. ScaffPlan has a 9-tier role system with granular permissions. You decide who can create estimates, who can approve them, who can send proposals, and who can see pricing and margins. You can override permissions at the individual user level and control which modules each person can access. No more "everyone can do everything.

Three layers of control. First, your rate library and catalogs set the baseline — everyone quotes from the same numbers. Second, pricing profiles let you apply standard markups, margins, and discounts consistently. Third, the approvals workflow means no quote leaves the business without sign-off from the right person. You see margin on every line item in real time. Underquoting stops being invisible.

A guided setup wizard walks you through configuration in your first session — branding, pipeline stages, modules, currency, and measurement units. You can load sample data to explore the platform immediately. For teams that want to move fast, the Done-For-You Setup service imports your data, builds your templates, configures your rate library, and delivers live training — so you're quoting within days, not weeks.

ScaffPlan Sales & Estimating isn't just estimating software. It connects your entire sales workflow — from the first enquiry through to won project — in one system. CRM, estimating, proposals, client portal, approvals, task management, and AI are integrated, not separate tools stitched together. Every deal, every quote, every revision, every client response is linked and traceable. No other scaffolding software does this.