The solution for your quotation
Your software solution for preparing quotations: Fast, efficient and flexible – Write quotations online – Prices & discounts – Check & approve quotations.
Your software solution for preparing quotations: fast, efficient and flexible
Quotations are an important part of customer acquisition. As quotations play such a central role in sales development, companies leave nothing to chance when writing quotations.
However, careful preparation of a quotation takes a lot of time. In addition, quotations go through several revision cycles during the sales process. As online software for preparing quotations, projectfacts helps you with the following:
Write offers online
With the projectfacts software, you can write quotations quickly, efficiently and securely. You can see an overview of quotations that have already been created and track their status.
Prices and discounts
Access your product catalogs and price lists when creating offers. Changes can be made flexibly. This allows you to work consistently in your quotations.
Check and release
Enter the offers you have created in the software for checking. The reviewer automatically receives a notification and can give their approval directly in the system.
Simply create quotes online
Simplify your processes with the online quotation software projectfacts: With the help of suitable templates, you can create quotations quickly and easily online. If you wish, you can design your quotation exactly the way you want it.
- Choose from predefined offer templates.
- Access your stored articles and services.
- Customize the description of offer items as desired.
- Change quantities or prices individually for quotation items.
- Combine different billing methods: fixed price, daily or hourly rates.
Create and send quotes online
Simply write your offers online. Access price lists, article catalogs and individual layouts. You can create convincing offers in no time at all and send them directly from the system.
Flexible pricing for your quotation
Edit prices
Prices are often a matter of negotiation. For this reason, you can flexibly influence the pricing when creating offers. For each item or service, you can specify whether the prices can be edited later or not.
Price lists
With different price lists, you have the option of specifying different prices depending on the customer, country or period. The appropriate prices are automatically selected when the quotation is written. This prevents costly errors in the offer prices.
Discount
When it comes to preparing quotations, projectfacts is as flexible as you are. Rebates or discounts can be easily calculated and integrated into the quotation. Offer your customers optional or alternative items and let them choose the exact scope of the project.
Map your processes and approvals – it’s easy with our quotation software
Your internal approval processes can be integrated and digitally mapped in the projectfacts quotation creation software. Regardless of whether it’s a blanket review process or individual scenarios. With projectfacts, you have the option of handling your internal quotation processes online within one software package.
Specify from which offer amount a check and approval must be carried out and by whom. The employee who is to carry out the approval is notified and can give their approval directly in the system. The creator of the quotation then also receives a message and can send the quotation directly.
All changes to the quotation are automatically logged. In this way, both the creator and the reviewer of the offer can see when which adjustments were made. This is an invaluable advantage, especially in more complex acquisition processes with many change requests.
- Digitally map your review and approval processes when preparing quotations.
- Check and release quickly and easily - directly in the system.
- Automatic logging of created quotations and changes within a quotation.
Test the quotation software for your company now
Map your entire quotation workflow online, from the quotation to the order confirmation to the invoice. You benefit from a direct link to your customers in the CRM system.
From quote to project in just a few clicks
If your customer places an order for a quotation, you need less than two minutes to create an order in the system. The corresponding order confirmation can then be easily sent from the system without you having to do anything else.
This is another decisive advantage of the projectfacts quotation software for service companies. Unlike traders, you do not send pre-produced items, but create a service as part of a project.
projectfacts enables you to convert a customer order directly into a project. All quotation items are transferred to project management as individual work packages . Instead of having to laboriously compile the project in another software program, you already have your project plan ready and can start work immediately.
- Simply generate orders from quotations and send them as confirmation.
- Easily convert order items into a customer project.
- Save yourself additional tools and get started with your project work straight away.
- Simply write offers for your customers
Quotation preparation at a glance
Templates
Faster quotation creation thanks to templates, stored services and text modules
Adaptable
Extensive customization options for items and billing types
Individual price lists
Individual price lists by customer, country or period
Release of offers
Digitally map and carry out internal approval processes within the software
From offer to order
From quotation to order to customer project in just a few clicks
Still have questions? We have the right answer!
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