Configure One

Start your quote the moment a customer describes what they need. Select options, sizes, and add‑ons while rules remove invalid choices in real time. See pricing change as you work, with tiers, markups, and currency handling built in. Lock margins with guardrails that block risky discounts. When everything looks right, generate a branded proposal with specs, images, and terms, and send it for e‑signature—no copy‑paste or manual math. If the buyer asks for alternatives, clone the quote, tweak a few selections, and share side‑by‑side versions without losing history.

Hand off to operations without rework. Pull item masters, routings, and inventory from your ERP or PLM so configurations map to real parts and processes. As selections change, the system builds a bill of materials and routing steps automatically, applies production notes, and rolls up cost. Capacity and lead‑time checks help you commit realistic ship dates. Once the customer signs, convert the quote to a sales order and push it downstream to create work orders and purchase requests—everything stays in sync.

Keep approvals tight and predictable. Route deals based on discount level, margin, region, or product line. Set time limits, escalations, and clear ownership so nothing stalls. Use dashboards to watch open quotes, hit rates, average selling price, and profitability by configuration. Build custom reports to spot bottlenecks, high‑value options, or frequent rule conflicts. Schedule summaries for sales leaders and operations every morning so teams start the day with the right priorities. more