Never forget a machine accessory on a quote
Add a machine, and its usual accessories come with it. Every choice shows the price difference and the rule behind it. Take off something mandatory, and the quote shows it at once. To leave it out, you give a reason, and the reason stays with the quote under your name.
What the video shows
- Add a machine to the quote by its name from the catalogue.
- Its accessories come with it: required parts, defaults and options, all defined by your catalogue rules.
- Every choice shows the price difference and the rule behind it: kept, recommended or optional.
- Remove something required and the quote flags it as missing. It warns, it does not block.
- Leave out a required item only with a reason. The reason is recorded on the quote with your name.
Transcript
A conveyor without its feet. Nobody notices until installation.
Start a new quote for the customer.
The empty quote already says what to do.
Add a machine, and its rules will show what belongs with it. The usual accessories come with it by default.
Every choice is here, with the price difference and the rule behind it.
The rules check the line all the time. A recommendation is one click away.
Take off something mandatory, and the quote shows it at once. It does not stop you.
To leave out something mandatory, you give a reason.
The reason stays with the quote, with your name on it. Nothing forgotten. Every exception explained.
Book a demo at quotiflex.com.
See it with your own machines. Quotiflex is CPQ software with AI built in, for machine manufacturers. Tell us how you quote today, and we show you the parts that matter for your team.
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