Quotation Management

Control of quotations

A formal, consistent and controlled approach to customer/prospect quotations is a must have for businesses today.

Quote for existing standard products and/or for new products built up from new bills, routings, tooling and so on, and/or Services provided i.e. Repair, Service etc.

Answer Quotation Management can also be used to quote for new or existing products that are factored or purchased in for resale.

Convert quotations to a 'lost' status or, where business has been won, convert to a sales order, a corresponding work order/schedule and/or corresponding puchase order.

A single quotation can be defined containing an unlimited number of parts being quoted for. These can be existing parts, new parts, manufactured parts, purchased parts or any combination required.

Answer Quotation Management integrates with the Bill of Materials, Purchasing, Inventory, Enterprise Asset Management, Sales Order Processing and CRM modules.

Key Features Formal, consistent approach Quote for existing standard products as well as new products Convert quotations to ‘lost’ or to a sales order/work order/schedules

Learn More ... Download Quotation Management PDF