The client came to us looking to improve quoting efficiency and accuracy for their account management team located across several states. The system also needed to track margins, accurately calculate taxes and interface with internal accounting software.
Improving Efficiency and Accuracy
- Admins can build calculators for common scenarios
- Interfaces with API to get up-to-date tax data
- Pulls pricing from accounting system for accuracy
- Accessible across devices and locations.
- Integrates with client-hosted internal systems.
- Ability to stage changes and preview results.
Workflow and Profit Management
- Worflow includes approval triggers based on gross profit and job size
- Supports multiple levels of approval queues
- Specialized views for different roles