Spend more time selling, less time quoting
For many products, the creation of a proposal or submittal package is a critical part of the sales process. However, assembling an accurate bill of materials and support documents is often a costly and time-consuming effort.
Technicon’s CustomCommerce empowers your sales reps to quickly produce consistent, high-quality proposals and quotes. Sales agents generate submittal packages without tying up your support staff. Proposal quality is no longer dependent on individual sales reps’ abilities.
End-customers and sales reps start the process using Technicon’s online catalog, configurator and layout tools to specify complete bills of materials for a project. Building products can be associated with project spaces such as rooms and floors.
Technicon’s on-demand documentation tools leverage the product database to produce quote documents, drawings, and product and configuration-specific cut-sheets and equipment schedules.
Documents are output with consistent formatting to PDF files. Static documents such as terms and conditions can be intermixed with dynamically-generated documents to complete the package.
CustomCommerce supports complex pricing and discounting on quotes. An integrated worksheet interface allows sales reps to adjust line item and total pricing within set boundaries and automatically calculates commissions and overages as applicable.
Once proposals and quotes have been accepted, bills of materials are electronically submitted to your internal quote and order systems to close the sale.