Quote Builder
Demo dataWhere verified enquiry information becomes priced quotation lines.
Company context: All Companies
What this module does
- Build lines with quantity, part reference, material, size, thickness, process and secondary operations.
- Show the source and confidence of every field carried through from the enquiry.
- Preserve critical requirements such as F/S ±0.25mm grinding or BS EN 10160 testing on the line itself.
- Preview the quotation exactly as the customer would receive it before approval.
Demo status
Pricing shown is illustrative. No real rate card is loaded in this prototype.
Working in this prototype
- Demo quotation lines drawn from the Keyplant, Canterbury and Abacus enquiries.
CARL in this module
CARL drafts the lines and marks anything it could not verify rather than guessing a value.
A person approves every line and every price before the quotation can be sent.
Ask CARL about this module