Solution Detail
Quotation and Pricing Management
An enterprise quotation platform that accelerates preparation, versioning, approval, pricing and sales conversion.
Reduce quotation preparation time, standardise pricing rules and retain the complete quotation history. The solution automatically applies product, service, discount, payment-term, currency and customer-specific pricing rules. Revisions are stored as new versions, while acceptance, rejection and loss reasons can be analysed.
Key capabilities
- Template-based quotations aligned with corporate identity
- Product, service, price-list, discount, currency and payment-term management
- Versioning, revision comparison and quotation history
- Approval and exception workflows based on authority limits
- Expiry dates, follow-up tasks and automated reminders
- PDF generation, email delivery and customer-approval process
- ERP/CRM integration, win-loss analysis and conversion reporting
Business value
- Faster and more accurate quotation preparation
- Controlled pricing and discount policies
- Timely follow-up of every quotation
- Measurement of sales losses by reason
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