Create Quotes Faster and Close Deals with Confidence
When configuring and calculating simple or complex quotes in JustRelate CRM, you benefit from faster turnaround times, reduced errors, and the creation of consistent quote documents that align with your corporate design.
- Quote configuration and calculation available in multiple languages.
- Compelling quote documents using text modules in your corporate design.
- Calculation, post-calculation, and progress tracking.
- ERP system integrations deliver up-to-date pricing and product information.
- Automated workflows make it easy to follow up on your quotes.
Quote Creation for the Global Market
JustRelate CRM supports you in creating multilingual quotes and accompanying documents (e.g., manuals) through the use of intelligent text modules and predefined templates. In addition to generating commercial quotes, the system can also produce quote-specific technical specifications or operating manuals.
Seamless Data Integration for Precise Quotes
The quote configuration is fully integrated into the product and project database of JustRelate CRM. This ensures the tools are always supplied with up-to-date bill of materials data and are seamlessly embedded in the quote creation process.
Tailored Configuration for Manufacturing and Distribution
The configuration options in JustRelate CRM meet all the requirements of variant manufacturers, make-to-order manufacturers, and trading companies with product characteristics. They cover a broad spectrum — from simple product configuration with a fixed price list to complex engineering processes.
"With JustRelate CRM, sales staff can quickly and easily configure even the most complex product variants in any language themselves. The system automatically calculates the correct price and generates a quote — delivering enormous time and cost savings as well as a perfect customer experience."
Intelligent Configuration with a Guided Process
Convenient definition of the logic and workflow-oriented configuration process.
The configurator is supplied with assemblies and structures from the product database that have been released for sales.
Guides the user through the various configuration steps, much like an assistant.
Corrections and alternative configurations are possible.
Benefits for Variant Manufacturers
Reduced burden on technical departments.
Guided selection of options through configuration of operating conditions.
Low data volume, as the entire product range does not need to be mapped — instead, the configurator compiles the desired products on a project-specific basis.
Fast response times through lean and efficient data structures.
Benefits for Series Manufacturers
Object-oriented assembly configuration enables the creation of assembly systems.
Build a continuously expanding knowledge base by capturing custom manufacturing through simple data entry.
Reusing configurations in later projects avoids redundant engineering work.
Calculation schemas are individually customizable, and item prices are applied automatically.
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