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CREATING NATIVE QUOTES AND SALES ORDERS

Quotes can be generated through various estimating tools but every sale should generate a native quote for reporting and pipelines. The quote can be linked to your sales process for automations and convert into your Sales Order/Contract.

We will ensure the quote module is configured, with automations to update related fields or records. A PDF template will be created that is aligned to your company and branding.

Please note that all our advanced estimating tools integrate with native quotes.

ADVANCED BILL OF QUANTITY ESTIMATING

Our exclusive ‘advanced estimating’ solution provides a suite of widgets to manage estimates that require mark ups and budgets relating to purchasing and/or timesheets.

You can build estimates using templated items, recipes and create new items. All options provide full customisation to outline deliverables, link products and group items to generate tailored PDF proposals.

To deliver this exclusive process we will install the widgets your business needs and create the custom modules, fields and api names to support the advanced workflows and functions.

CUSTOM ORDER FORMS

The transactions module create a shopping cart and audit history of sales created via the CRM Order Form, Exclusive Portal or E-Commerce website such as WooCommerce or Shopify.

The transactions module receives the data and automatically processes the related records, such as Enquires, Leads, Contacts, Accounts, Quotes, Sales Orders and Invoices.

This means we can delivery unique business needs for generating quotes or sales and have them integrate with the native CRM tools.

POS AND E-COMMERCE INTEGRATIONS TO CRM

Using our exclusive API's you can integrate data from POS systems or e-Commerce websites to CRM to capture store and online sales, including customer data, product and payment information.

These orders will sync to the Transactions module, which will then manage all the automations and functions to support the process for these sales.

Using Custom Calculator Widget

We will build a tailored calculator widget that replaces your the excel spreadsheet you use for estimating. This custom solution means you keep all the requirements of estimating process, including the structure of your Excel spreadsheet and advanced calculations to generate accurate costing and pricing for new business sales using customer and product data in your CRM.

We will maximise the widget capabilities to improve upon your existing spreadsheet, creating the ultimate solution without the restrictions of excel.

Managing Supplier RFQs

Our exclusive Supplier RFQ widget allows you to easily create an automatic request for suppliers to sending you pricing on your BOQ items.

You can share documents and comments to help the suppliers provide a price.

Once you have received your RFQ responses, you can respond, accept or decline your RFQ in full or in part. Notifications can be automated, to follow up or advise your suppliers of updates.

You can track your supplier RFQ statistics and the accepted RFQ can be automatically applied to your BOQ Estimate ready for a Purchase Order to be generated.

Managing Finance Applications

Using our finance application widget, you can capture a clients personal details, address, employment history, income, assets and liabilities. The application can be integrated to a 3rd party for approval and credit checks.

The data in the application will be pre-populated from CRM information and updated once the application is complete.

If the application is conditionally approved, the blueprint will guide you through the process of collecting additional information from the customer, so loan documents can be produced.

Additional BOQ Features

The BOQ item logic is a powerful function that supports automatically calculating quantities, pricing or logic associated to your BOQ Estimate. The Add Recipe widget will display any automated logic being used, with the ability to override the automated calculations. This means your team can accurately calculate estimates with assistance on what should be included, considered and calculated on each line item.

MANAGEMENT OF SALE ITEMS

A Sale Items represent the individual products and services you sell to customers. The items on your sales orders.

The 'Manage Sales Items' process means you can capture information against each item sold, to help you manage processes such as purchasing, deliverables and production.

This Step includes a widget to help you convert your Sales Order into Sales Item records, with the option to link them to Instruction sheets, Adjustments and Variations.

VARIABLE QUANTITIES

This widget supports updating your BOQ items during the estimating stage. If multiple items share the same qty you can use the widget to update all items at once. This means your estimating is quick, easy and accurately updated.