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Quoting

What Process It Enforces

SpudERP’s Quoting module enforces accurate, standardized quoting:

  • Pulls real-time labor, material, and margin data

  • Automatically applies company discount rules and terms

  • Manages approvals before sending quotes externally

Every quote follows a reliable, documented process.

How It Integrates

  • CRM / Sales: Quotes are tied directly to opportunities.

  • Inventory Management: Pulls live inventory pricing and availability.

  • External Accounting Systems: Syncs won quotes to invoicing platforms like QuickBooks or NetSuite.

Data It Collects

  • Quote line items

  • Pricing details

  • Estimated delivery timelines

  • Approval status and history

How It Drives Action and Efficiencies

  • Reduces quoting errors and pricing mismatches

  • Tracks pending quotes and automates follow-up reminders

  • Allows management visibility into quote activity and win rates

Dashboards and Reports

  • Quote Win/Loss Analysis

  • Quote Pipeline Report

  • Average Time to Quote

  • Margin Tracking per Quote

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