Quoting Engine:
Create Accurate, Professional Quotes in Minutes
Streamline your sales process and close deals faster with CiPert’s Quoting Engine. Our powerful, cloud-based quoting tool helps you generate accurate, professional quotes in real-time, tailored to your customers’ needs. Designed to help small and mid-market businesses thrive, CiPert’s Quoting Engine integrates seamlessly with your existing systems, ensuring efficiency and accuracy at every step.
Key Features
Automated Quote Creation
Instantly generate quotes based on predefined pricing models, product configurations, and discounts, reducing manual effort and errors.
Customizable Templates:
Create professional, branded quotes using customizable templates that can be tailored to different customers and product lines.
Real-Time Pricing Updates:
Keep your quotes accurate with real-time updates from your inventory, ensuring current pricing and availability.
Approval Workflows:
Set up customizable approval processes to ensure quotes are reviewed and authorized before being sent to customers.
Integration with CRM:
Connect your quoting engine to CPert’s CRM, allowing you to track customer interactions and follow-up opportunities, boosting conversion rates.
Benefits of CiPert’s Quoting Engine:
Faster Sales Cycle:
Speed up the quote-to-close process by automating manual tasks and reducing the time spent on preparing and approving quotes.
Improved Accuracy:
Minimize errors in pricing, discounts, and configurations, ensuring your quotes are always accurate and up-to-date.
Enhanced Customer Experience:
Deliver personalized, professional quotes faster, increasing customer satisfaction and trust.
Higher Win Rates:
With real-time visibility into pricing, inventory, and customer data, your sales team can respond to inquiries quicker and with greater accuracy, improving your chances of winning deals.
Reduced Operational Costs:
Save time and resources with automation, reducing the need for manual calculations and repetitive administrative tasks.
How CiPert’s Quoting Engine Works
Data-Driven Quotes:
Use real-time data from your inventory, pricing models, and product configurations to create detailed, accurate quotes.
Customizable Pricing Rules:
Set up rules to automate discounts, volume-based pricing, and special customer deals, ensuring consistent pricing across your team.
Track and Manage:
Track the status of quotes from creation to acceptance, with insights into customer engagement and follow-up opportunities.
Integration for Seamless Operations:
The Quoting Engine integrates with CiPert’s CRM, Inventory, and Reporting modules, ensuring consistency and transparency across all departments.
Use Cases
Sales Teams:
Automate the creation and approval of quotes, enabling your sales team to respond quickly to customer inquiries and close deals faster.
Manufacturers:
Handle complex pricing structures, product configurations, and volume discounts with ease, ensuring accurate quotes for every project.
Service Providers:
Easily create detailed quotes for custom services, including time, materials, and pricing adjustments.
Have Questions? Reach Out To Us
Address
CiPert Inc
2451 W GRAPEVINE MILLS CIR
GRAPEVINE, TX 76051
info@cipert.com
Phone
408.418.5219