Reduce the cost of your Quote-to-Order process & sell more...
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Our software and experience enables companies to improve and enhance their 'Quote-to-Order' processes.
The 'Quote-to-Order' process is defined as all the actions necessary to prepare and present quotes and proposals, their subsequent follow-up and conversion into orders along with management information that can be derived. The key areas we help with are:
- Increasing capacity to quote - more quotes, increased sales
- Improving conversion rates - working smarter
- Automating processes - Saving time
- Eliminating errors - reducing costs
- Enhancing management information - better decision making
We work with organisations to help them in both function and roles based solutions:
Function Based Solutions
- Faster, Easier Quote and Order Creation
Store your product rules in one central place for (our product configurator) for use where ever the business wishes to help and guide users in the correct selection of product options and variations.
- Accurate Calculations
Your prices, costs and margins will always be correctly calculated every time preventing loss making jobs. With our powerful rules and calculation engine even the most complex calculations and rules can be relied upon to generate accurate quotes and orders.
- Professional Document and Proposal Production
Increase conversion rates with professional, tailored documents. Leave customers in no doubt as to what they can expect with product options, details and specifications clearly laid out in PDF and / or MS Word formats.
- Automated CAD Drawing and 3D Graphic Solutions
Lift your organisations perception with CAD drawings and 3D graphics included with every quote. Automating their production makes it both fast and economical to send detailed drawings that can be also be used in the production and installation process.
- Error Free Sales Order Processing & Timely Bill of Materials Solutions
Automate the production of BOM's from a quote and push these automatically into your Sales Order Processing / ERP system when quotes are converted to orders.
- Early Trend and Stock Analysis
Improve market share and ensure correct stock levels by identifying trends and predicting demand accurately at the earliest possible stage - the quote. Detailed data is stored enabling analysis at a granular level.
Role Based Solutions
Each of these function based solutions can be employed across a range of User Types to improve the Quote-to-Order process. Solutions are available for the following user groups or roles:
- Employees - Internal and Field Based Teams
Empower more people within your organisation to create accurate quotes and orders.
- Channel Partners - Agents, Distributors and Resellers
Enable your channel partners to become self sufficient in their quote and order requirements.
- eCommerce Solutions
Ease the buying process on complex products for end-user customers.
Blueprint enables companies to make savings that provide a payback measurable in weeks.
Read the Blueprint Evaluation Matrix and White Paper for more details.
