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Quote
The Challenge:
It’s not always easy to quote custom products or services. Customer feedback and input from sales, engineering and manufacturing departments can result in multiple quotes and revisions that create confusion, errors and delays. Longer lead times, expensive reworks and unhappy customers are frequently the net result.
The Solution:
Fully configurable to specific user requirements, Quote provides a Web-based central repository that makes it fast and easy to quote custom products and services. The application enables sales, order entry and channel partners to view and effect changes automatically online, giving them 24/7 control over the entire quote cycle to speed response time and ensure order accuracy. Changes, revisions and quote histories can be communicated quickly by multiple end users—across departments or across the world—thus streamlining the approval process for faster customer response.
Platform and database independent Quote may be integrated with other components and with existing enterprise systems to provide on-line guided selling sessions, product selection, pricing, proposals, Bills of Material, routings, CAD drawings and manufacturing workplans.
Quote Benefits: |
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- Produces and manages quotes and estimates at the project, quote, line item or sub-line item level
- Intermixes configured and non-configured products with equal ease
- Offers full integration with Sales and Execute for configured items
- Creates proposals, quotes and other documents quickly with full version control and maintains accurate historical records for win/loss analysis
- User-defined Quote interface enables non-technical users to tailor the look, feel and process flow of quote data according to company needs
- RFQ data readily replicated to Quote to streamline review, edit and approval processes
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