Energy quoting software

Energy quoting software for UK sales teams

Energy quoting software that turns a postcode into a priced, comparable quote in seconds. ChargeSave prices electricity and gas per distribution region and meter type, ranks the results by estimated annual cost, and keeps the full pricing basis behind every quote you issue.

  • Quote a UK property from a postcode, not a spreadsheet
  • Electricity and gas priced per distribution region and meter type
  • Economy 7 day and night rates quoted separately
  • Results ranked by estimated annual cost — never by commission
  • Quotes sent to the customer and tracked to a decision
  • Every quote stores the rates and assumptions behind it

What energy quoting software has to get right

A quote is only useful if it survives scrutiny. UK energy prices vary by distribution region, by meter configuration and by product, and they move whenever suppliers reprice. Quoting from a static rate sheet produces numbers a customer can challenge and an agent cannot defend.

ChargeSave prices from maintained tariff and rate data, applies the correct regional standing charge and unit rates for the property, and models an annual cost from the usage you captured — kWh, monthly spend or household size.

  • Standing charge and unit rates held per region and per meter configuration
  • Single-rate and Economy 7 day/night handling
  • Annual cost modelled from real consumption or a defensible estimate
  • Current versus new rates shown side by side so the saving is evidenced

From quote to switch without re-keying

Quoting is not a separate tool here. The agent produces the quote inside the same journey that captures consent and completes the switch pack, so nothing is copied between systems and nothing is lost between the price and the sale.

The customer can be sent their quote to review, and the record shows what was presented, when, and by whom.

A quote record you can audit later

Every quote stores the property, the meter identifiers, the usage assumptions, the products shown and the rates behind them. Months later you can still explain exactly how a number was produced — which is what turns quoting software into a compliance asset rather than a calculator.

Quote inside your own system

If your team already works in another CRM, the partner API lets you create a comparison against a property from your system, deep-link an agent into the branded quoting journey, and receive signed webhooks as the status changes.

Frequently asked questions