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Quotes / Offers

The flow of quotes and offers to the customer is integrated into the management system.

It monitors quotes, expected margins, and blocks the development of quotes with margins that are too low according to company rules and user profiling.

Quotes can be developed and parked or linked to offers. Each quote and offer can be detailed, printed, and archived in PDF.

The offer management includes a continuous control flow that monitors offers at risk compared to offers that turn into orders.

If necessary, user profiling creates real information containers where each salesperson can manage only their own customers and offers.

Compatible modules