Quoting
Simplify quote creation, pricing, and approvals with automated processes, easy routing, and a seamless transition to orders.
Quote Overview and Workflow
Complete Control from Draft to Approval
Easily generate detailed quotes, modify pricing, and track progress at every stage. With built-in version control and automated calculations, you can fine-tune costs while maintaining consistency.
Dynamic Costing
Automatically factor in expenses.
Version History
Keep track of changes and compare previous iterations.
Approval & Submission
Streamline internal approvals before finalizing quotes.
Expiration & Terms
Set quote validity dates and payment conditions.
Customer Interaction and Insights
Empower customers with clear, interactive digital quotes that provide full transparency on pricing, lead times, and terms. With authenticated access, clients can review, approve, or request modifications effortlessly, ensuring a smooth and efficient quoting process.
Customer Portal
Enable real-time quote approvals and modifications.
Markup Adjustments
Modify pricing based on volume, lead time, or urgency.
Expedited Options
Provide quicker turnaround times with transparent cost adjustments.
Quote Item Configuration
Define item details, track cost breakdowns, and manage lead time adjustments.
