Enjoy a new kind of role with instant quoting workflow
Merge multiple roles into one
Preparing Quotes or BOMs
4 roles, 2 hrs & days later
One Role, One Step
Less than a minute
Imagine what you could do if quoting is automated
Gain more time back for your team to go after what you really want — higher level goals and company growth
Re-allocate your most valuable resources — your team — to do much more valuable, high level tasks than preparing paperwork for quotes and BOMs.
What could your team do if they weren’t bogged down doing busy work?
Empower Sales Leaders
Sales can focus more on the whales because the smaller yet still time consuming opportunities can now easily be automated.
Create Higher Level
Anyone doing quoting and BOMs can now spend more time on high level projects to create more value to the business. It could be a new product development, optimization for pricing, sales exploration or many other ways to give your business value that you wouldn’t have if your team was constantly battling quoting preparation.
Protect your team and sales from being at the mercy of Tribal Knowledge
You may know the situation. There’s a complex formula for quoting that only Bob knows how to do. You can’t get the quote out until Bob is available. Even bigger of an issue, what happens when Bob retires? Or if by chance, he leaves to work elsewhere? When automating quoting, you’ve elevated your knowledge because now you have a organized system that will always be accessible to anyone on your team.