Well informed from the start
Capture new contacts and leads directly in the system – even offline. At the same time, you get an instant overview of current prices and stock levels of all items, including warehouse locations.
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.
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.
See for yourself the power of our features:
Well informed from the start
Capture new contacts and leads directly in the system – even offline. At the same time, you get an instant overview of current prices and stock levels of all items, including warehouse locations.
Faster to tailored proposals
Create quotes directly at the customer site – with just a few clicks, drag & drop, and automatic conditions such as tiered pricing and discounts. No waiting for back office, no media disruptions.
Seamlessly integrated quotes
Thanks to direct Outlook integration, you can create and send quotes without detours. All relevant information remains centrally available – including emails, tasks, and appointments.
More efficient processes, faster
With Quote Pre-Creation, you streamline your processes: less manual work, no unnecessary queries – instead, more speed and transparency in sales.
View all documents such as contracts, emails, or photos, or capture new ones offline.
Always stay informed about current prices and inventory levels in the field.
View and process complaints and issues in full detail.
Easily draft quotes offline to respond faster to customer inquiries.
Record your travel expenses based on Outlook appointments.
Optimize your trips with radius search and see everything on a map.
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Eisenbahnstraße 1-3
04315 Leipzig
Deutschland