ClickHome Tenders enables the creation of quotes from simple shopping cart selections, whilst providing the power for a sales estimator to build custom options, price provisional sums and price estimated sums to name but a few of the features. It will enable your company to control the quoting process and provide an end-to-end link of sales quote to contract, showing where changes and margin erosion occur.
Features
- Shopping cart-like salesperson sales quote generation from standard/controlled price lists
- Advanced user interface to enable detailed quote work up by sales estimators.
- Immediate visibility of margin from the whole quote to individual selected items.
- Manage custom requests/price only and multiple versions of quotes
- Web front end to allow quote generation anywhere
- Tracks complete history of quote through to contract.
- Single quoting process to unify sales quote through to contract
- Manage post contract variations.
- Seemless handling of complex library price updates across live quotes and new quotes.
Benefits
- Sales quote to contract margin analysis
- Controlled price library, one version of the truth
- One click update of price list and options to all sales people.
- Audited history of quotes.
- Increased clarity with clients
- Bridge the disconnect between sales quote and contract.