Meeting the Demand for Fast, Accurate Quotes

The Top Must-Have Quoting Management Features for Your Business
The Top Must-Have Quoting Management Features for Your Business
January 4, 2019
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Meeting the Demand for Fast, Accurate Quotes

Meeting the Demand for Fast, Accurate Quotes

When it comes to producing quotes, there is no compromise between fast and accurate. Engineers and contractors demand both which leaves the manufacturer representative stuck in-between a rock and a hard place. Many manufacturer reps face numerous challenges that make this task almost impossible. Failure to deliver estimates with efficiency and accuracy can lead to lost opportunities and a bad rap. The question is, how can manufacturers reps meet the demand for delivering fast, accurate quotes?

Fortunately, the answer is simple: manufacturer representatives need to automate their workflow by using database technology in order to keep up with today’s industry standards.

There are many ways to interpret how one might automate his/her workflow. However, there is a proven solution that delivers measurable results and a higher ROI. Investing in quoting management software custom built specifically for manufacturer reps can help meet the demand for fast, accurate quotes.


What is Quoting Software?

Quoting management software (sometimes referred to as Configure Price Quote or CPO) manages the quoting process by combining the functionality of creating a quote, tracking follow up, and reporting wins/losses all at your fingertips in one central location. In other words, it streamlines the process of producing a quote by eliminating repetitive tasks, which results in a higher level of accuracy and efficiency.


Introducing AccuQuote!

Our team has developed an exciting new quoting management and follow up platform for manufacturer reps called AccuQuote. AccuQuote is a one stop shop for HVAC manufacturer reps to create and manage their quotes. AccuQuote was designed by a manufacturer rep, which means it was built with manufacturer reps in mind by creatively implementing new features that resolve their toughest challenges in the quoting process.


AccuQuote Capabilities


An Easy-To-Use Web Interface:

Generate quotes anywhere, anytime with access to an easy-to-use web interface. It replaces scattered excel documents with an all-in-one solution that can be accessed from any location.


Choose equipment templates that contain the specifications and the cost to pull into each quote in just minutes. These templates are completely editable, meaning content can be adjusted for each bid without having to write from scratch.

Generate quotes within minutes with a simple point and click functionality that allows you to easily add/remove line items to a quote.

Default Pricing:

Store default pricing and auto calculate net price, sell price, mark up, margin, and freight costs.</p>

Tracking & Follow Up for Wins/Losses:

Track your wins and losses for every job by status, engineer, or factory. All of your contact information is stored in one place that makes it easy to update as you go in order to instantly know all follow up that has been done.

Online Job Board & Calendar:

Automatically receive notifications of when quotes/bids are due with a calendar to help manage your timeline.

Real Time Reporting:

Know the status of every deal with real time reporting to see which opportunities remain open or have closed.



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