Fast and Connected
Quoting & Sales
Operate more efficiently and grow revenue by improving and automating your quoting workflow.
50%
Less time spent searching
Reduce wasted time searching by keeping all your documents and their progress in one organized place.
5x
Faster estimates and quotes
Streamline the quoting process to increase win rates and quote quickly and accurately.
3x
Increased profitability
Gather insights on how you performed and use them to increase your profitability.
REIMAGINE HOW YOU SELL
A Seamless Quote-to-Order Workflow
Boost sales and efficiency with our seamless quote-to-order workflow, simplifying processes for faster transactions and satisfied customers.
Quote Generation
Produce Accurate Quotes Efficiently
Streamline your quoting process with tools that allow for quick and accurate quote creation.
- Easily pull from part history and copy quotes into new orders for repeat business.
- Check inventory, part, and material purchase history during the quoting process.
- Forecast profit margins by considering all aspects of part cost, including routings, labor, materials, and quantity breaks.
Quote Management
Seamless Transition From Quote To Order
Enhance your sales process with features that make moving from quotes to orders a breeze.
- Provide both quick and detailed quotes for single-level and multi-level assemblies.
- Share and track quotes with customers via our secure digital quote portal.
- Track your win rate and share details with sales to understand which quotes convert to sales.
Order Processing
Flexible and Efficient Order Management
Handle a variety of order types with ease, from quick-run parts to complex assemblies.
- Make changes to any order, including quantities and due dates—even when it's already in process.
- Print order confirmations and create jobs straight from the order.
- View how you did on a particular order to learn if you were over or under the expected labor hours or materials.