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Automatically generate proposals. Select sections from a menu to automatically generate a proposal comprised of company boilerplate. Add the product configurator option - Select from parts from a menu to automatically generate a quote for that product configuration. Route the proposal and/or quote for approval. Confidently present the proposal and/or quote to your prospect.
Features
- Proposal combines boilerplate into a Word file for further editing
- Link to your business system for required data
- Parts list forces selection of a proper configuration
- Pricing comes directly from your ERP
- Automatically route proposals/quotes for approval
Benefits
- Reduce Costs
- Much of the proposal is assembled by software - not labor
- Correct boilerplate is assembled into a word file - no errors
- Pricing comes directly from your ERP - No double entry or math errors
- Proposal/Quote is generated automatically
Contact Coldwater Technology for more information or pricing
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