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Web based Quotations
CIS
QuoteBuilder combines web-based accessibility with great control options to create a flexible solution which can readily be expanded to manage quotations for in-house sales staff, dealers and reseller relationships.
Users can create new quotes and save the subsequent revisions; they can look up existing quotes in many ways including quote number, customer, description, value, status, sales person, and date. Customer Price Maintenance
Customer price maintenance tables allow the company to manage the pricing which is visible to each customer by controlling the factor which is applied to the base item prices.Integration with Configurator
CIS
QuoteBuilder can be used independently or it can be enhanced with
CIS Configurator module to facilitate rapid quote construction of complex items which require configuration within the quoting process; a new configuration can be made on the fly from the available models and loaded straight into the quotation. Because our Configurator is rule based and works within the parameters that have been set, only valid options will be produced. Other non-configured items can be added into the quotation.Click Here to read more about configurator. QuoteBuilder as a Dealer Tool
CIS
QuoteBuilder can be extended beyond providing dealers with a web-based quotation tool that always ensures they have detailed and accurate pricing even on complex configurations; its next level is a quotation tool for dealers themselves where they can take all of the details from the manufacturer’s pricing quote and use this as the basis of a quotation for their own customers with price maintenance capabilities.
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Quotes prepared quickly and easily
Configurator seamlessly integrated |
