Features

Review the pieces that shape a bakery quote.

Portion Margin connects recipe setup, cost review, quote preview, and reusable bakery work without putting private business math into the customer message.

Pricing Insights

Two views of the numbers behind your quotes.

Explore saved quote totals and entered costs for the period you choose.

Profit Spectrum

See how ingredients, labor, and other modeled costs contribute to your quote totals, alongside modeled gross profit and weighted quote margin.

Margin Momentum

Compare modeled costs, modeled gross profit, and weighted quote margin by period to review how your saved quotes change over time.

Calculations use saved quote totals and entered costs. They describe your pricing model, not recorded payments or accounting profit.

Feature coverage

Built around recipe-first pricing review.

Recipe setup and reuse

Start from pasted recipe text, review parsed ingredient rows, save recipes, and browse or search saved recipes for repeat work.

Order and quote setup

Add item, quantity, customer context, due-date notes, quote-validity wording, customer notes, and business defaults.

Cost review

Review ingredient package costs, recipe usage, labor, packaging, utilities, delivery, extras, overhead, margin targets, rounding, checks, and reviewed totals.

Customer-safe quote preview

Preview customer-facing quote text with reviewed price, order context, quote validity, and selected notes while private costs and formulas stay out of the message.

Custom customer message sharing

Review the customer message, then use copy, text, email, or share actions from the customer-safe quote output.

Estimate and invoice PDFs

Create customer-safe estimate PDFs and invoice PDFs from reviewed quote details, with document branding and reusable invoice defaults available in the app.

Cookbook PDF from recipes

Build a cookbook PDF from saved recipes so recipe work can stay readable and reusable outside the quote flow.

Shopping lists to use and share

Build quote-derived shopping lists for prep and supplier-ready review, then share or save them when needed.

Saved quotes and defaults

Reuse saved quote context and defaults as a starting point, then review values again for the current customer request.

Review tools before sharing

Use ingredient cost filtering, grouped shopping-list review, estimate and invoice PDF preview, quote preview, and private business-math review to check the order before sharing.

Pricing guides

Start with the pricing job you are working on.

Review the order-level, recipe-level, or custom cake workflow in more detail, then continue to the app when the approach fits your work.

Bakery order pricing

Review ingredient, labor, packaging, delivery, utility, overhead, and other costs for one customer order.

Open the bakery pricing guide

Recipe costing

Follow package price, package amount, recipe usage, unit conversion, yield, and batch cost.

Open the recipe costing guide

Cake pricing

Move from reusable recipes and quantities through order costs, private review, and customer-safe output.

Open the cake pricing guide

Local-first posture

App work stays separate from website email.

Quote, ingredient, customer, business-default, settings, saved history, formulas, invoices, and customer-facing text are treated as app-local data. Support and feedback emails are sent only when you choose to send them.