Quotation Wizard
Auto-generate accurate quotes from context-sensitive questions
A variety of context-sensitive questions that you can define, edit and tailor to help fine-tune an online enquiry about anything. Connectable to our Lead Gen software, the Quotation Wizard lets you set up the requirements and parameters needed to instantly create an accurate quotation.
Pricing Sources
Pricing estimates and firm quotations can be automatically generated via data pulled from a database built into the Quotation Wizard, or directly from a supplier’s own database.
- Product availability
- Lead times
- Order options and extras
- Delivery options
Mobile Measurement
With the Quotation Wizard App available on the Apple Store and Google Play, customers can use their smartphone cameras to take measurements and submit dimensions via the App.
Call Centre Alternative
The software can be used instead of a call centre for first-line enquiry data capture and automation, with ‘exception management’ options for personal engagement where needed or preferred.
Running Totals
Price updates as extras are added
Lead Gen Link
Connects to automated lead handling
Appointments
Integrates with Appointment Manager
Fully Configurable
Define your own question flows
Ready to automate your quotations?
Get in touch to discuss how the Quotation Wizard can streamline your enquiry-to-quote process.
Talk to the team