Quotation software for your quotation preparation
Your software solution for preparing quotations: Fast, efficient and flexible · Write quotations online · Prices & discounts · Check & approve quotations.
Enquire nowYour quotation software for preparing quotations: fast, efficient and flexible
Quotation preparation is 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 quotation preparation takes a lot of time. Quotations go through several revision cycles in the sales process in which new information is added. As online software for quotation preparation, projectfacts helps you with the following:
What is quotation software?
Quotation software is a program that companies use to create, check, approve and manage quotations digitally. It draws on article catalogues, price lists and templates and accompanies every quotation from the first draft through approval to conversion into an order. This way, the entire quotation management runs in a single piece of software.
As quotation preparation and quotation management software, projectfacts bundles the creation, the tracking and following up of open quotations and the conversion into orders in a single solution.
Write quotations online
With the projectfacts software, you can write quotations quickly, efficiently and securely. You can see an overview of already created quotations and track their status.
Prices & discounts
Access your article catalogues and price lists when creating quotations. Changes can be made flexibly. This allows you to work consistently in your quotations.
Check & approve
Submit the quotations 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 quotations online
With the online quotation software projectfacts, you simplify your processes: 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 quotation templates.
- Access your stored articles and services.
- Customise the description of quotation items as desired.
- Change quantities or prices individually for quotation items.
- Combine different billing methods: fixed price, daily or hourly rates.
Create and send quotations online
Simply write your quotations online. Access price lists, your article catalogue and individual layouts. This way, you can create convincing quotations in no time and send them directly from the system.
Enquire nowWhat matters in quotation software
Anyone who wants to create and manage quotations pays attention above all to three criteria when choosing quotation software:
Price lists & discounts
Good quotation software draws on article catalogues and price lists and takes discounts or early payment discounts into account. This way, the right prices always end up in the quotation.
Approval workflow
Internal review and approval processes can be mapped digitally. From a defined quotation amount, the responsible colleague checks and confirms the quotation directly in the system.
Quotation → order → project
You convert accepted quotations into orders and projects without duplicate work. All quotation items automatically move into the order confirmation and into project management.
Flexible pricing for your quotation preparation
Edit prices
Prices are often a matter of negotiation. For this reason, you can flexibly influence the pricing when creating quotations. For each article 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 writing the quotation. This prevents costly errors in the quotation prices.
Discount & early payment discount
When it comes to quotation preparation, projectfacts is as flexible as you are. Discounts or early payment discounts can be easily calculated and integrated into the quotation. Also offer your customers optional or alternative items and let them choose the exact scope of the project.
Map your processes and approvals – simply and user-friendly with projectfacts
Your internal approval processes can be integrated and digitally mapped in the projectfacts quotation preparation software. Regardless of whether it is 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 quotation 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 quotation can see when which adjustments were made. This is an invaluable advantage, especially in more complex acquisition processes with many change requests.
With the quotation software, you digitally map your internal review and approval processes when preparing quotations. Specify from which quotation amount a quotation must be checked and approved, and by whom. This way, you retain control over the entire quotation management at all times.
- Digitally map your review and approval processes when preparing quotations.
- Check and approve quickly and easily – directly in the system.
- Automatic logging of created quotations and of 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.
Enquire nowFrom quotation to project in just a few clicks
Once your customer places the order for the quotation, you need less than two minutes to create an order in the system from it. The appropriate order confirmation can then easily be sent from the system without you having to do anything else.
This also reveals another decisive advantage of the projectfacts quotation software for service companies. In contrast to traders, you do not send pre-produced articles, but create a service as part of a project.
projectfacts enables you to convert a customer order directly into a project. In doing so, all quotation items are transferred as individual work packages to project management. 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 quotations for your customers
Quotation preparation at a glance
Templates
Faster quotation preparation thanks to templates, stored services and text modules
Adaptable
Extensive customisation options for items and billing types
Individual price lists
Individual price lists by customer, country or period
Approval of quotations
Digitally map and carry out internal approval processes within the software
From quotation 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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