Configure One has the tools to provide comprehensive quotes for customers. Include line items for fully priced configurations, view and edit bills of material from the quoting interface, manage customers, and generate dynamic quote documents.
Documents and Spec Sheets
Generate quote documents populated with bills of material, customer and item data, images, and more. Configure One’s document creator also includes configured specification sheets and order invoices.
Guided Selling and Quote Requests
Allow your customers to create their own configurations and add configured products carts before requesting a quote or order. Sales reps can make adjustments and then provide a detailed quote document for the customer.
Put the power of Configure One in the hands of your dealers and distributors. Let your dealers build custom configurations and quotes before submitting them for approval and order.
Quote Change Tracking
Track all changes throughout a quote’s history, including who made what change and when. You can also view previous iterations of a quote document at any time.