Quoting that’s production‑ready

Transform your sales process with intelligent quoting, professional proposals, and comprehensive customer management. Generate accurate quotes faster, track opportunities effectively, and close more deals.

65%
Faster Quote Generation
40%
Higher Win Rate
95%
Pricing Accuracy
30%
Revenue Increase

Complete Sales Solution

From initial inquiry to signed contract - manage your entire sales process

📋

Intelligent Quoting

Generate professional quotes with automated pricing, real-time cost calculations, and customizable templates that reflect your brand and capabilities.

  • • Automated cost calculations
  • • Professional quote templates
  • • Real-time pricing updates
  • • Multi-currency support
🎯

Sales Pipeline Management

Track opportunities through your sales process with visual pipeline management, automated follow-ups, and performance analytics to close more deals.

  • • Visual sales pipeline
  • • Opportunity tracking
  • • Automated follow-up reminders
  • • Win/loss analysis
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Customer Management

Comprehensive customer profiles with contact management, communication history, and relationship tracking to build stronger customer relationships.

  • • Detailed customer profiles
  • • Contact management
  • • Communication history
  • • Relationship mapping
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Dynamic Pricing

Intelligent pricing engine with margin optimization, competitive analysis, and approval workflows to ensure profitable and competitive quotes.

  • • Margin optimization
  • • Pricing rule engine
  • • Volume-based discounts
  • • Approval workflows
📊

Sales Analytics

Comprehensive sales reporting with pipeline analysis, conversion tracking, and performance metrics to optimize your sales strategy.

  • • Pipeline analytics
  • • Conversion rate tracking
  • • Sales performance metrics
  • • Forecasting reports
📄

Document Management

Centralized document management with version control, electronic signatures, and automated document generation for contracts and proposals.

  • • Document templates
  • • Version control
  • • Electronic signatures
  • • Automated generation

Streamlined Quote-to-Cash Process

From initial inquiry to final delivery - manage the complete customer journey

1

Inquiry & Requirements

Capture customer requirements through multiple channels with intelligent lead qualification and automated routing to the right sales team members.

  • Multi-channel lead capture
  • Intelligent lead qualification
  • Automated team assignment
  • Requirements documentation

Customer Inquiry Form

Project: Custom Metal Fabrication
Customer: Advanced Manufacturing Inc.
Quantity: 500 units
Timeline: 6 weeks
QualifiedAssigned to: John Smith

Professional Quote

Quote #Q-2024-0847
Valid until: March 15, 2024
$48,750
Total Value
Materials$28,500
Labor$12,750
Overhead$4,250
Margin (15%)$3,250
2

Quote Generation

Generate professional quotes with real-time cost calculations, automated pricing rules, and customizable templates that showcase your capabilities and build customer confidence.

  • Real-time cost calculations
  • Professional templates
  • Automated pricing rules
  • Multi-format delivery
3

Follow-up & Conversion

Automated follow-up sequences, opportunity tracking, and conversion optimization tools help turn quotes into orders with intelligent nurturing and timely engagement.

  • Automated follow-up sequences
  • Opportunity probability tracking
  • Conversion optimization
  • Contract generation

Sales Pipeline

Qualified Lead25%
12 opportunities • $485K value
Quote Sent50%
8 opportunities • $365K value
Negotiation75%
5 opportunities • $245K value
Won100%
3 opportunities • $185K value

Intelligent Pricing Engine

Optimize pricing strategies with data-driven insights and automated calculations

🎯

Cost-Plus Pricing

Automatic cost calculations with material, labor, and overhead costs plus configurable margin targets for consistent profitability.

  • • Real-time material costs
  • • Labor rate calculations
  • • Overhead allocation
  • • Margin optimization
📊

Competitive Analysis

Market intelligence integration to ensure competitive pricing while maintaining profitability through dynamic pricing adjustments.

  • • Market price tracking
  • • Competitor analysis
  • • Dynamic adjustments
  • • Win/loss feedback

Volume Discounts

Automated volume-based pricing tiers with quantity breaks, customer-specific discounts, and promotional pricing management.

  • • Quantity break pricing
  • • Customer-specific rates
  • • Promotional pricing
  • • Contract pricing

Drive Sales Success

Real results from manufacturers who've transformed their sales process

65%
Faster Quotes

Automated calculations and templates reduce quote generation time from hours to minutes, enabling faster response to opportunities.

40%
Higher Win Rate

Professional presentations, accurate pricing, and timely follow-up significantly improve quote-to-order conversion rates.

30%
Revenue Growth

Better pipeline management, improved pricing accuracy, and enhanced customer relationships drive sustainable revenue growth.

Seamless Integration

Your sales process connects seamlessly with production, inventory, and accounting for complete order-to-delivery visibility.

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Production Integration

Automatic work order creation from won quotes with accurate specifications and timelines.

📦

Inventory Checking

Real-time inventory availability checking during quote generation for accurate delivery promises.

💰

Financial Integration

Seamless invoicing and payment tracking with automatic revenue recognition and reporting.

Sales Dashboard

Monthly Sales Target$1.2M
$936K achieved (78%)
47
Active Quotes
12
Won This Month
Pipeline Value$2.4M
Win Rate34%

Ready to Transform Your Sales Process?

Generate professional quotes faster, track opportunities better, and close more deals with our intelligent sales and quoting platform. Start winning today.