Quotation documents that attract attention
The importance of a carefully drawn up and correct quotation is sometimes underestimated. This is remarkable, since the quotation plays a major role in the customer’s choice process in practically every industry. The content and visual attractiveness of a quotation are of course important, but so is the time it takes to issue it. In this blog we will take you through how the product configurator of CPQing helps you quickly and correctly prepare slick quotation documents.
The importance of a good quotation
Online you will find hundreds of lists with tips on how a quotation should be drawn up. But the underlying idea is often concealed, as is the fact that a quote sent is legally binding. This makes it extra important that the information in the quotation is actually correct. Because as soon as the customer confirms the quotation, a (binding) agreement has been concluded. In other words: the quoted must then be delivered. A faulty or incomplete description – or even worse: an error – can cause major problems.
In addition to describing what the customer gets for what price, a quote also provides insight into your organization. A good quotation contains all the information to convince your customer of your professionalism, expertise and reliability. A quote is therefore more than just a price overview: a quote determines the overall impression of your organization.
The importance of a good quotation
Online you will find hundreds of lists with tips on how a quotation should be drawn up. But the underlying idea is often concealed, as is the fact that a quote sent is legally binding. This makes it extra important that the information in the quotation is actually correct. Because as soon as the customer confirms the quotation, a (binding) agreement has been concluded. In other words: the quoted must then be delivered. A faulty or incomplete description – or even worse: an error – can cause major problems.
In addition to describing what the customer gets for what price, a quote also provides insight into your organization. A good quotation contains all the information to convince your customer of your professionalism, expertise and reliability. A quote is therefore more than just a price overview: a quote determines the overall impression of your organization.
Automate quotations via quotation software
Quotation software comes in different forms. You can here read more about this. If you choose quote-software based on a product configurator, you enable your customers to design their own product or service configurable – exclusively according to your (business) rules. In fact, the customer draws up his own quotation in this way, with or without the help of your field service, dealers or partners. The quotation can then be easily linked to your sales and production systems.
Whether it concerns relatively simple products with (many) variations and options, to complex products. This gives your customer a unique visual insight into all the possibilities of your product or service. This makes it easier for your customer to make choices. And that saves you a lot of time. For example, we have examples in our customer database where the lead time per quotation has been reduced from one and a half days to fifteen minutes. You only need to process the customer’s problem statement in the accompanying letter, but the software will automatically work out the rest in your own house style: down to the desired detail.
Why choose CPQing as quotation software?
The rules engine (the engine of the product configurator) that CPQing Solutions uses is the most powerful and fastest in the market. And the flexibility knows no bounds. It is even possible to differentiate the configuration per person, country, day or dealer based on roles and rights. This way you have complete control and the quotation process is simplified, it is guaranteed to be accurate and also visually attractive for your potential customers.
The benefits are endless:
- Visual purchase guidance for customer
- Professional appearance
- Guaranteed correct offers (quotations always reproducible)
- Always direct insight into all standards and limitations of all products or services
- Complex products are displayed in a simple and clear manner
- Control over the content of the quotation document
- Possibility to configure (and sell) online
- Lead time is considerably shortened (from quotation to production)
- Less failure costs
- Easy to expand
- Direct insight into costs and delivery times of variations
Curious how our quotation software can help your organization? Please feel free to contact to discuss the possibilities, or experience the convenience for yourself with your own demo- environment.