Home
Contracting Software
Contract Costing
CIS Subcontractors
Contract Sales
Quotations
Service Management
Plant Hire In
Contract Materials
Asset Software
Personnel Software
Bespoke
Contact
Quotations

The Quotations module has been designed primarily for companies who operate in make- and configure-to-order environments creating estimates and quotations for one-off systems from standard components. Supporting complex pricing methods and structures it can be used as a front-end to both VI Contract Costing when used in a contracting environment and Sage Sales Order Processing when used in distribution and manufacturing industries.

Features
Create estimates and quotations for both customers and prospects
Include existing stock items, services, materials and tasks on quotations plus create new stock items
Flexible costing and pricing methods - schedule of rates/price lists, build up from components plus margin or uplift or via user-defined calculations
Multi-level item build-up
Use manufacturing Bills of Materials, standard builds or pick-list templates of potential components
Include detailed comments against each item
Terms and Conditions clauses
Status codes for quotation tracking
Copy from existing quotation
Create multiple revisions of a quotation
Optionally create a sales order and/or contract and new stock items, assemblies, customer and suppliers when a quote is won