Quick and structured offer creation with the
Quote Pre-Creation module |

Fast, simple, and direct – creating offers has never been this easy.

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Quote Pre-Creation

With the Quote Pre-Creation module, you can create quotes faster, more structured, and directly at the customer site. Thanks to intuitive input forms, practical drag-and-drop functionality, and the use of predefined text blocks, the entire process is simplified. This increases efficiency and saves valuable time.

Success factors

Our solution makes quote creation faster and more efficient. With just a few clicks, you can use predefined text blocks, access customer-specific conditions, and create quotes directly in Outlook – without involving the back office. This saves time, optimizes processes, and increases conversion rates.

Features

See for yourself the power of our features:

How Quote Pre-Creation enhances your piaX CRM

More clarity. More efficiency. More deals.
Discover the key features of piaX Quote Pre-Creation – for faster quote creation, optimized processes, and more sales success.

Drag-and-drop functionality

Quick, intuitive, and without time-consuming manual input.

Direct quote creation in Outlook

Create quotes seamlessly right in Outlook – without switching systems. This saves time and keeps the entire process lean and efficient.

Practical table view with search & grouping functions

Stay in control: use the powerful table view with search and grouping features to quickly find and manage parts in a structured way.

Customer-specific tiered prices & conditions directly at the contact

Benefit from automatically stored prices and discounts for each customer. Tiered pricing and special conditions are applied directly to the quote – without manual adjustments.

Create and sign quotes directly at the customer site

Generate quotes directly at the customer site – without involving the back office. Have them signed on the spot to accelerate the entire sales process.

Predefined text blocks

Use customizable text blocks to create quotes even faster. Save time, avoid errors, and ensure consistent communication.

Maximize your potential with our piaX CRM add-on modules

piaX-Resource Planning

Plan resources quickly and efficiently for a perfectly coordinated field service.

piaX-Checklists

Capture data systematically throughout the entire process and transparently document progress.

piaX-Ad-Hoc Orders and Calls

Ensure nothing is overlooked – manage ad-hoc orders including calls.

piaX-DMS

Keep historical service reports, system documentation, and circuit diagrams available offline. Upload photos or reports directly to the DMS.

piaX-Route Planning

Still time for another job? Use the radius search to quickly find the next nearby assignment.

piaX-Travel Expenses

Record your travel expenses directly from Outlook appointments.

Learn more in our information brochure or through an individual presentation. Write to us – we will get back to you promptly.