The Quotes and Offers function manages the entire commercial process, from quotation to order, monitoring expected margins and blocking the development of quotes with margins that are too low, based on company rules and user profiling.
From quote to order: full margin control
Quotes can be developed and parked or linked directly to offers. Every quote and offer can be printed in detail and archived as a PDF, ensuring traceability and order in your commercial documentation.
Offer management with continuous control
Offer management is based on a continuous control flow that compares lost offers (KO) with those confirmed and turned into orders, giving a clear, immediate view of how negotiations are progressing.
User profiling and data security
Thanks to user profiling, each salesperson works in a dedicated environment, managing only their own clients and offers. Data is organised into dedicated containers with controlled access: an approach that supports internal collaboration and protects strategic information.
Features & Benefits
- Allows quotes to be developed with differentiated quantities.
- Enables a modular, flexible quote structure in line with the company’s industrial cost analysis.
- Enables offer versioning that prevents changes from being lost during negotiation.
