Quotation Manager
Vertrieb
Marketing
Customer Journey
Create uniform offers in your corporate identity at the push of a button
Advantages
- Time saving, offer preparation with a few clicks
- Uniform design for uniform marketing
- Reduction of error rates, since the customer-specific prices are automatically determined from the ERP
- Transparency for all employees, because all offers are stored centrally and in the CRM
- The sales force has more time for the sales argumentation
- The customer is delighted with the performance
Technical details
BACKEND
Dialogue Assistants
- Automated offer writing
- Select products by drag & drop
- Customer-specific prices are automatically determined from the ERP
- Customer-specific prices can be overwritten at product level
- The system creates the offer as a PDF file and sends it via e-mail within seconds
- When improving offers, a versioning takes place
- Direct conversion of an offer into an order
