Handle Quotes Faster

The Aptean Industrial Manufacturing ERP WorkWise Edition Quotations application helps save time and effort by converting quotes to orders. It allows you to handle quotes faster by streamlining quotation preparation, and consistently creating accurate and complete quotation content. Quotes are accurately created including latest pricing, availability, notes and images. The Quotation application also helps generate more sales with proactive follow-up.

The Quotation Process

The Quotation Application allows you to handle quotes faster by streamlining quotation preparation. Quotes are created accurately with complete quotation content including notes and images. Quotes are seamlessly turned into orders without any re-keying of data to streamline your order entry process.

Flexible Quantity Breaks. Create different price tiers for company products based on the quantity that a customer buys.
Link to Estimate. Link your customers to pricing estimates on business products and services.
Configured Items. Simplify the production of engineer, ordered, planned and controlled products.
Adds, Deletes, Replacements. Add additional information to quotes, delete information as well as make replacements on quotes.
Unlimited Revisions. Do you need to add or delete information to/from a quote? Revise it as often as needed.
Standard COP Pricing/Discounting. Access and view standard COP prices and discounts when preparing customer quotes.
Quick Exports. Quickly inform potential customers about price points and payments with the fast export feature.
Ability to Email and Archive Quotes. Quickly email quotes to prospects and customers, and archive them for easy access later on.
Link to CRM Sales Opportunities. Utilize the CRM software integration feature to find potential business opportunities.

Quotations Features and Advantages

Features

Provide discounts according to customer or volume
Quotes can be created and maintained via web client
Check promise deliveries and item availability
Access to customer status and history
Automatically convert quotes to sales orders
Unlimited Revisions and Revision copy capability
Unlimited Quantity Breaks
User Defined Quotation Formats
Win/Loss user-defined tracking analysis

Advantages

Provide accurate quotes and estimates easily and quickly
Provide discounts according to customer or volume
Check promise deliveries and item availability
Access to customer status and history
Automatically convert quotes to sales orders

At Aptean, we know manufacturing. From computers and electronics to fabricated metals, our ERP is designed to conquer the challenges discrete manufacturers face—today and every day.

Want to find out how our industrial manufacturing ERP, Aptean Industrial Manufacturing ERP, can help your business? Contact us today to chat with one of our experts or schedule a demo to see for yourself.