Standardize Commercial Equipment Quotes Across Dealers

Start with the building requirements, then produce a consistent quote with equipment, freight and installation listed separately.

threekit spec agent

High-temp pump seal for a chemical processing line. Which SKU do I need?

Here's the right spec — rated for your temperature range and media compatibility.

complete solution · bill of materials
mechanical seal · viton
thrust bearing set
mounting hardware kit
spare parts pack
4 line items · duty-rated QUOTE READY

Why quoting is hard here

 The quote has to capture the requirements that change the product, price and installation. 

Configuration checks

1Dealer quotes need comparable line items.

Freight, rigging, placement and connection may be included differently across dealer quotes. Clear line items help the buyer understand what is included and what still needs to be arranged.

Requirements to check
  • Equipment
  • Freight
  • Rigging
  • Placement
  • Connection
  • Start-up

2The building determines the utility options.

Electrical supply, fuel type and ventilation requirements affect equipment selection. Sellers need the actual site information and manufacturer specifications before choosing the configuration.

Requirements to check
  • Voltage and phase
  • Fuel type
  • Applicable ventilation requirements

3Listings apply to specific assemblies.

A substitution can affect the approvals associated with the equipment. Product rules need to identify which combinations retain the applicable sanitation and safety listings.

Requirements to check
  • Applicable NSF/ANSI standard
  • Electrical safety listing
  • Approved component combinations

Scope note.

These are configuration considerations, not a compliance certification. Applicable requirements depend on the product, project location and current standards. Confirm them with a qualified specialist.

What Threekit does about it

1

Use the same line items on every quote

Quote prints freight, rigging, placement and connection as their own lines, every time, from every dealer. A buyer comparing two Threekit quotes is comparing the same rows. Handoff sends the same line items into your order system as structured data, so nobody re-keys a notepad.

2

Ask about the building before the model

Needs Analysis asks about the service panel, the gas type and the hood before it asks what the unit is. A 208V single-phase building stops seeing 480V three-phase units. The buyer answers about their kitchen, not about a data plate.

3

Tie listings to the applicable options

Configure ties each listing to the options that hold it. Choose a surface or a gasket that drops the NSF listing and Configure refuses the pick. The quote prints the listing that applies, so the health department reviewer can see it without a phone call.

quote · the line items
Freight own line
Rigging own line
Placement own line
Connection, every time, from every dealer
needs analysis · the building
Service panel asked first
Gas type and the hood asked first
208V single-phase: 480V three-phase units stop showing
configure · listings
NSF listing tied to its options
Surface or gasket that drops the listing refused
The listing that applies prints on the quote

Work through a configuration

A 6-burner range with a 24-inch griddle and a standard oven base, for a school kitchen. The order has to settle natural gas or LP, casters or 6-inch legs, and the BTU total against the hood CFM. Then the quote needs the NSF listing, freight, rigging through a 36-inch door and the gas connection.

 

Separate the equipment from the installation scope

 

Confirm the selected unit and options, then review site access, utilities, freight and installation responsibilities. Make clear which costs are included and which still need a site-specific estimate.

 

This gives the buyer and dealer a common list of decisions to resolve before the order proceeds.

See commercial equipment quoted with the utilities, the listing and the install lines on the page.