Generate Quote & Proposal Documents
Concept Enterprise Product Configurator’s Quote and Advanced Quote modules provide all of the sales quoting software functionality you need to generate and manage quotations. You have the flexibility to generate quotes in any layout and easily convert configurations into quotes, thereby making Concept the ideal quoting software for most companies.
- Availability of over 100 quote tags that can be easily inserted into the Concept Enterprise Product Configurator quote template(s)
- Automatically insert pre-defined text into specific areas of the quote document based on the features and options selected in the configuration interface
- Generate and include configuration-specific drawings and images inside quote documents
- The quote software allows users to easily control the view of the quote document to include or exclude items like pricing details and discounting percentages
- Set up quote templates to make it easy to produce common types of quotes
- Save quotes for later editing or viewing
- Edit, copy, or delete existing Concept Enterprise Product Configurator quotes
- Tracks the various versions of the quote document and lets you view old versions of the quote document at any time
- Quote History tracks all changes that have been done to the Concept Enterprise Product Configurator quotes to include who made what change and when
- "One Click" quote generator functionality allows users to easily convert a single configuration into a Quote document in Concept Enterprise Product Configurator
- Lets you create quotes that contain multiple configurations on the same quote document
- Allows for users to search for and place salable (aka non-configurable / standard) items on the quote
- Automatically convert from a Concept Enterprise Product Configurator quote to an order