Sales
Quotation material
Prices, calculations and history compiled with the assumptions visible, instead of the previous quotation as a template.
How you work it in Colleag
- 1
Describe the deal: articles, volumes, customer.
- 2
The colleague reads price lists, calculations and earlier quotations on similar volumes.
- 3
Review the material and the assumptions.
- 4
Adjust, approve and send the quotation.
A worked example
“Prepare quotation material for 200 units to a new customer.”
Material with price per volume step, margin against calculated price and the comparison with earlier deals of the same size. The assumptions are stated, so you see what is fact and what is judgement.
Screenshot from Colleag. The example uses invented figures.
The material
- Price lists and calculated prices
- Earlier quotations and orders
- Article data from the business system
You approve
Everything the colleague produces is a proposal with sources. Nothing is published, sent or saved to the archive without a human approving it, and every figure traces to its material.
Curious what it feels like?
We run pilot programs with a few manufacturing companies at a time. Tell us about your business and we will show what the colleagues can do with your documents and your data.