Empower more people within your organisation to create quotes
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Through the adoption of Blueprint, sales people are freed up from the time consuming task of creating complex quotes, allowing them more time to sell. Conversion rates are enhanced with higher quality quotation documents and the cost of sale is reduced. Order fulfillment processes are streamlined and business continuity is achieved with the removal of bottle necks. Through the automation of the product configuration and quotation process there is less dependency on certain individuals reducing the time and costs associated with generating quotations.
- Guided Quote & Order Creation
Guide internal and field staff in the correct selection of product options and variations. Dynamic forms are used to limit the user to the relevant selection criteria based upon previous decisions made by customers during the process. Online help and guidance is provided to staff removing any confusion and decreasing your training costs.
- 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. As Blueprint controls the rules around what product combinations are offering and which discount levels are provided, you don't have to.
- Professional Document and Proposal Production
Blueprint can automatically provide your clients with a professional offer document via email or download as a result of the guided selection process completed by your staff. As part of this process a copy of the offer can be uploaded your back office applications such as ERP and CRM for follow up and order processing. This increases the visibility of your sales pipeline enabling the business to plan accordingly.
- Automated CAD Drawing and 3D Graphic Solutions
Lift your organisations perception with CAD drawings and 3D graphics included with every quote automatically based upon the guided selections made by your clients online.
- 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 by your staff.
