The problem
Quoting looks simple until you do it. Check stock with two distributors, compare prices, add margin, build the quote, chase the approval, raise the purchase order, track the delivery. It sits with whoever has time, which means it sits. Meanwhile the client buys them from JB Hi-Fi and asks you to set them up for free.
How we build it
- Understands the request. "We need a few more of those laptops" is enough to work out which ones.
- Prices it live. Dicker, Ingram, Synnex and Leader checked for stock and price in seconds.
- Builds the quote. Your template, your margins, your terms, ready to send.
- Follows it up. Chases unsigned quotes until there's an answer.
- Orders on approval. Raises the purchase order, places it with the supplier and tracks delivery.
- Joins it all up. Updates the ticket, the CRM and the invoice when the goods arrive.
And if you'd like it:
- Suggests the extras that belong with the order, like licences, warranty and setup time.
- Catches price changes before they eat your margin.
Your team stays in charge
Your margins, your approval limits. Big orders get your sign-off before they go.
What the future looks like
Clients get quotes while they're still keen. Margins hold. Orders, deliveries and invoices line up without anyone chasing. You win more of the work you quote.