Platform area
Quotes
Every quote to a customer in one list, with the count and value at each stage.
The Quotes pipeline and board: one quote moves from draft to sent to accepted, and the counts and values per status move with it.
Q-26-00001 is accepted, ready to become an order
Demonstration data
Why and how
- Why
- When quotes live in inboxes and spreadsheets, what is out, won or expiring is hard to see.
- How
- Draft it from a request or by hand, send the PDF and portal link, and track each answer.
What is in it
Sales
Customer quotes by status, each keeping its lines, totals and every earlier version.
A quote's revision history, newest first: the original as sent, an edit that changed a quantity and its total, and a revert back to the original, kept as its own checkpoint.
Demonstration data
Supplier
Your suppliers' quotes, with cost, lead time and validity, never a sell price.
The products that bring it
- Sales EngineerBrings itA request becomes a draft quote from its typed envelope, every extracted value linked to the customer's own words
- Design EngineerBrings itA saved design matched from a request becomes a quote line, priced by running the design again at the quoted quantity
- Service CentreBrings itA service line priced per item, per kilogram or for the whole batch, with every parameter it assumed printed under the line
- WizardBrings itWizard picks the right product for the application, the way an application engineer would.
- CommerceBrings itA signed in customer reads their quotes on your customer surface and accepts one with a purchase order reference, or declines with a reason
- SourceBrings itThe Supplier view: one request to several suppliers, answers compared line by line, and each winner's lines raised as a purchase order
- StockAdds to itStock keeps one true quantity for everything you hold, wherever it is.
The parts it hosts
- PricingEvery quote line shows how it was priced, from the base through the customer's special and volume break to any manual override
- Customer contextCustom fields, history, patterns and interactions behind every customer, feeding the AI without leaking or guessing
- DocumentsThe quote PDF with your logo, brand colour and footer or white label, in your document language
- Customer facingThe customer reads their quote in your brand and accepts it with a purchase order reference and file, or declines with a reason
- ActivitySent, opened and accepted each reach the team as a notification, an opening once a day, with who hears what set per kind
- MonitoringWatchers set against any area that act when something changes
It follows your products
- AI
- Quotes
- Orders
- Customers
- Catalogue
- AI
- Sales
- Quotes
- Orders
- Customers
- Products
- Catalogue
- Stock
- Servicing
- Operations
- Route
Questions
- Yes. The portal link lets them accept with a PO reference or file, which raises the order, or decline.
- A change the customer can see issues a new version and marks the old one superseded.