The automated line item quote and deeper integration with Project Matrix allows for beautiful rendered pictures on the line items of the quote. We can guarantee you that no software company has ever put so much time and effort into their customers having the most beautiful, feature rich, and automated line item quote template ever designed as the base from which to start building custom alternatives from. The combination of the back end automation and front report make for a quoting tool that is professional and very functional.
You can download a sample of the quote and you will see our new cover page that automatically uses the customer’s logo (when added to the customer’s location record) on the cover page, includes 4 different choices of customer price summaries, Direct Bill Vendor Options, Payment Schedules configured by Terms of Sale and an automated Deposit Invoice (also has 4 options for price breakdown and is tracked as an open deposit invoice until deposit is received or the quote is marked as not valid.
e-manage| ONE has default quote reports standard with the ability to modify them using the built-in Telerik report designer. Create profession proposals for your company as a standard printing them in seconds as all information from the estimate carries over. Email Quotes/Proposals from the viewer directly to you customer which is automatically saved to the project for history and make it accessible to your customer via the customer web portal all at the same time.
Quick Quotes & Orders
If you have projects that require a quick turnaround you could use the Quick Quote function in e-manage |ONE. It allows you to start a project and create a price quote in one window at once. You can also book it and process an order at the same time.
All the functionality in the estimating module are available so you can import pricing files, use auto parts, associated parts and inventory items.
Estimating & Discounting
The estimating module is a robust estimator that gives you many options to process and estimate quicker and more accurately. The e-manage|ONE estimating module has a built-in parts catalog, parts can have pictures associated with them, you can set parts to have associated parts that automatically pop up when adding the to a estimate and you can have parts automatically add and calculate on other parts so your team does not forget to include an item and a price for the item.
You can create multiple options for estimates and custom descriptions with pictures.
Parts Database & Custom Parts Catalogs
Create your own parts catalog. Categorize them, use them for inventory, add to pictures to parts which show up in inventory, on your quotes and in the customer web portal catalog for customer ordering. Set parts that are associated to other parts which you can manually add or you can set to automatically and even automatically calculate at the same time.
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This is a great start. The Bill of Materials drives every part of the project after it and generates quotes and estimated profit and loss. We took our time with this customer to ensure a comfort level from not showing too much at one time.
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The BOM Item repository is a database driven collection of Bill of Materials items your company uses all the time. Any one that has the application right to “Create and Price Bill of Materials” can now take any items from any BOM, right click on the highlighted items and add them to the repository.