Quotation software: customer acquisition and quotation generation
Quotation software: Local, international or in the web configurator - with the P'X Industry Solution, the customer journey begins either on the World Wide Web or in the sales organization. Digital processes and error-free technical solutions increase efficiency and the quantity of offers in sales.
Multichannel sales with synergy effects of the quotation software
As a quotation software, the P'X Industry Solution opens up various ways for manufacturers to approach customers that reinforce each other:
- The field service team records the customer's requirements on site, configures individual product variants and submits its quotation immediately
- Sales representatives remotely take customer requirements and provide quotes, 3D models and drawings in the web-based Consumer Communicator.
- International distributors or dealers take requirements, create custom configurations, and send the results to headquarters for review before submitting quotes and accepting orders.
- Interested parties create individual product variants in the web configurator and send the results to the head office for quotation. In this way, they quickly receive an optimal offer.
- Catalog marketing: System providers distribute P'X product catalogs to bulk buyers who create individual configurations. You receive your offer based on the configuration file. (quotation software)
The P'X Industry Solution is available as a powerful desktop application for office-based professionals, as a mobile application for field service and for sales partners. A web configurator and a consumer communicator expand the Internet marketing offering. A uniform customer approach and data consistency between the channels are guaranteed.
Central sales management
The P'X Industry Solution quotation software brings standards and uniform procedures to the sales process. Central data storage on the P'X server ensures up-to-date information and data security. Compliance with technical and commercial rules can be checked in release processes. Flexible sales reporting also covers mobile sales activities.
Current customer information
Customer master data such as contacts, company addresses and negotiated conditions are available synchronized with the ERP system. Contacts can be copied into projects as a global resource via drag & drop and assigned to quotation, invoice and delivery addresses. Contact data from Outlook can be transferred to projects as a vCard.
Pricing and conditions
Manufacturing costs are extrapolated with the configuration. Cost transparency with regard to procurement, production, packaging, transport, assembly and maintenance creates trust.
When calculating quotations, various surcharges and discounts, discounting specifications and exchange rates are taken into account. Even complex calculation schemes can be efficiently calculated automatically. Formulas and content can be flexibly adapted and ensure consistent quotations. Calculation results such as total amount, contribution margin or margins can be triggered with the quotation software based on rules for approval workflows.
Create complex quotes at lightning speed thanks to quotation software
Quotations are automatically generated with the quotation software along the project structure according to customizable document templates. Document modules, summaries and detailed presentations can be freely selected. Drawings and 3D representations ensure an appealing and comprehensible presentation. The documents are created as PDF, docx, odt or HTML files.
Uniform and international
All quotations can be issued in any currency and, thanks to Unicode capability, in any language, including Asian languages. All data for quotation preparation is managed in the P'X Industry Solution - data redundancy and differences between technical design and quotation are eliminated.
Web frontend: P'X Consumer Communicator
As an alternative or supplement to configuration at customer sites, the P'X Consumer Communicator creates new possibilities: Configuration proposals and associated documents from the quotation software are made available in a project-specific web front end. The customer accesses them via a secure Web link and immediately views his project in 3D. Functions such as rotating and zooming are available, as are marking and commenting. The viewer can choose between installation environment or detailed view. Documents, offers or parts lists supplement the information. Presentations are independent of time and place, video conferences or telephone calls are optimally supplemented.
Quotation software - These are the benefits our users cite:
Faster response to customer inquiries
Savings in process costs through automatic offer rejection
Fewer errors in quotation generation compared to manual processes
Higher success rate of offers through documents with images 3D representations and drawings
Less effort for multilingualism and foreign currencies
What users say about our quotation software
GU Automatic uses Perspectix's P'X Sales Solution product configurator to sell its four main sliding door series.
Cefla Shopfitting, is developing internationally into a leading retail design partner for retail chains and specialist retailers in food and non-food sectors. Rapid 3D detail planning with the P'X Sales Solution accelerates the creation of plausible quotation documents at branches and agencies in Europe.
ALUCA relies on the P'X Industry Solution from Zurich-based Perspectix AG and uses the software to save up to 50% of working time when preparing quotations. The effort required to check and import products into the merchandise management system is reduced by up to 30%.
CPQ solution: Digitalization means seamless integration
Quotation software: The close integration of the quotation software P'X Industry Solution with ERP, CAD, PLM and CRM limits the effort and increases the benefits for the company. This is why Perspectix relies on global standards, open architecture and individual interfaces.
Let's talk about your project!
Do you have questions about our offer or a specific project? We are happy to be there for you.
Call us or request an appointment for an online meeting!
Let's talk about your project!
Do you have questions about our offer or a specific project? We are happy to be there for you.
Call us or request an appointment for an online meeting!