Quoting and Estimating

NGRERP supports online quote entry for both existing customers and prospects. Quotes can include existing products and services and items which have never been purchased, sold, or manufactured. The quoting process supports quote routing for online approval, as well as customized quote forms. Quotes may be transmitted via email, fax, EDI, or printed and mailed. Once customer order approval is received, a quote may be converted automatically in part or in whole directly into an active sales order.

Quoting and Estimating Highlights

• Supports quotes for existing products and services and quotes with estimates for new items
• Each quote can include expiration dates and probability of customer acceptance
• Quotes may be transmitted via email, fax, EDI, or printed and mailed
• Supports pricing of quotes based on existing price sheets and authorized price overrides
• Supports routing of quotes for electronic approval
• Quotes can be converted automatically into sales orders in part or in whole
• Lost opportunities can be tracked via user defined reason codes