Quote in the meeting,
not next week
"What if we use turret trucks instead of reach trucks?" "What if we take the smaller building with the 40' ceiling?" You used to leave the meeting with "I'll have a number for you next week." Now you iterate through options at the customer's conference table — layout, pallet count, and price updating with every change.
How a sales call becomes a priced quote
Capture the requirements, draft the layout, watch the BOM update against your unit pricing. Your customer gets realtime feedback. Each revision takes minutes — every "what if?" gets answered in front of them. You have all the tools you need to close before you even leave the conference room.
Talk through the requirements
Plain English to Clark. Pallet dims, aisle width, building clear height, obstructions. He knows the building already if you've drawn it before, and asks the right follow-ups when something's missing.
Draft the layout
Clark lays the rack into the building shell, respecting columns, offices, and dock doors. You can move bays, add aisles, change elevation levels, shrink the aisle width — the count updates as you go.
Quote the project
Every frame, beam, deck and wedge anchor is accounted for and priced from your catalog. Send the customer a real proposal during the meeting, not a "let me get back to you next week."
Accurate counts that update live
Every part of the layout, accounted for in the BOM. The counts update the moment you adjust an elevation or change an aisle — no spreadsheets, no manual recounts on every drawing iteration.
- Counts come from the geometry. Every frame, beam, deck, anchor and pallet position counted from the layout — no manual takeoffs.
- Live updates, every revision. Move a bay or change the aisle width and the BOM updates in the same second.
- Eliminate errors. Never worry about counting errors or formula mistakes again. Deliver your proposals with confidence.
- Generate an accurate quote instantly. No more copy-pasting quantities. Just set up your own catalog pricing, or rely on our historical pricing trend algorithm, and you're only one button click away from converting your BOM to a full estimate.
Close the deal while your competitor
is still
updating their spreadsheets
Every day a customer waits is a day they cool off, talk to a competitor, or change their mind. Blue Vellum empowers your sales team to handle drawing and estimation at the conference table, before the customer leaves your office.
- Close faster. Increase proposal turnaround time by 1000%.
- Increase implementation efficacy. When they're not bogged down with revision 13 of a BOM, your design team is freed up to do the mission critical work — engineering, egress, and construction drawings — so that your projects execute without a hitch.
Get up and running in an afternoon
Anyone can learn how to design in Blue Vellum in an afternoon — no CAD background needed. Bring your unit pricing, your logo, and your brand colors, and use our proposal template out of the box; or use our concierge service (available as a paid add-on) to handle setup, branding, and converting your existing PDF templates for you.
Conversational design
Talk Clark through the customer's requirements. He drafts the layout in the building shell while you're still on the call.
Export to PDF or DXF
Hand the drawing to anyone in their preferred format. The PDF includes summary pages with pallet position and carton quantities; the DXF drops straight into AutoCAD.
Live BOM as you draw
Move a bay, the BOM updates. Drop a level, the pallet position and carton quantities adjust. Counting is part of the drawing, not a separate step.
BOM to estimate, instantly
One click turns your BOM into a full estimate, with your unit pricing and margins applied automatically. No copy-pasting quantities, no spreadsheet reconciliation.
It used to take three days to revise a drawing and generate a proposal. Now we hand the customer an estimate before they leave the office.
Stop waiting,
start closing
With Blue Vellum, every sales call becomes a chance to close. Make the next drawing revision — the next "what if?" — your superpower.