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SALES

Pain Point We Solve

Manual quotation creation using spreadsheets, inconsistent pricing across sales team, lack of cost visibility leading to unprofitable deals, slow quotation turnaround causing lost opportunities, and no tracking of quotation-to-order conversion.

What It Is

A sales quotation and pricing engine that calculates product costs based on standards (BOMs, labor rates, overhead) or purchase prices, applies margins and additional costs, and generates professional quotations for customers.

Why We Developed It

To ensure accurate and consistent pricing, speed up quotation generation, maintain profitability through cost-based calculations, and provide sales teams with instant access to pricing information for faster deal closure.

Client Benefit

Reduce quotation time from hours to minutes, ensure 100% pricing accuracy based on real costs, improve profit margins by 8-12% through cost transparency, and increase quote-to-order conversion by 30%.

Key Features

  • Cost calculation based on product standards (BOMs, labor, materials)
  • Purchase price-based calculations for trading/distribution scenarios
  • Configurable margin and markup rules by product category or customer
  • Additional cost factors (shipping, handling, customization)
  • Multi-currency support with automatic exchange rate updates
  • Volume-based pricing and discount tiers
  • Professional quotation document generation with branding
  • Quotation versioning and revision tracking
  • Validity period management and expiration alerts
  • Integration with CRM for opportunity tracking
  • Quotation approval workflows for special pricing
  • Conversion tracking from quotation to order
  • Profitability analysis and margin reporting