Quoting

Deliver and win professional, team approved, competitive quotes based on actual costs.

Initiate

Integration and connection with online quoting and Customer Relationship Management (CRM) applications.
Support for customer specific pricing and costing models.
Support for customer-specific RFQ templates.
Autdesk-CAD integration with options for configurable quote adds.
Configurable pricing formulas based on nature, dimension, and process of product or item quoted.

Progress

Managed quoting workflows, including communication with suppliers.
Departmental quote approvals with inbox processing and email alerts.
Managed document sharing and handholding through the quoting process.
Reminders and alerts upon outdated quoted pricing windows.
What-if margin analysis.

Deliver

Electronic customer touch points, including formal quote, follow up, and no quote.
Carry forward to item setup and engineering on awarded quotes.
Managed quote follow ups and success metrics.
Repricing on customer, categorical, or aggregate scales, based on system captured actual costs.
Quote vs. actual cost comparisons for material, labor, outside processing, and burden.

← Return to SV Home

Next Module: Engineer to Order →