QuoteAssistant – functions

Already the standard version of the QuoteAssistant covers most of the requirements on efficient and reliable quote preparation.

The QuoteAssistant supports the following sub-processes of quote preparation:

• Establish reference to the customer, e.g.:
  • Access from the CRM
  • Via an integrated address management

• Compile solutions, e.g.:
  • Find products using an integrated product selector
  • Offer the full bandwidth of complex products using an integrable variant configurator in a single-stage or multi-stage process
  • Define and offer preset favourites that are clarified as regards buildability

• Structure your quote, e.g.:
  • Group items and add free items
  • Structure quotes based on customer requirements/calls for tenders
  • Compile projects
  • Price calculation with different price lists
  • Use costing sheets for flexible granting of discounts
  • Identify options

• Prepare the quotation document, e.g.:
  • Indication or detailed quotes
  • Use quotation document templates to ensure consistent quality
  • Integrate text modules related to the context

• Convert to order, e.g.:
  • With Integration of automated SD document creation in the SAP ERP