Accelerate quoting with a timely and effective toolkit

Streamline cost estimate creation with drag-and-drop components from existing resources, modify part templates for new estimates, and calculate costs across various quantities. Access detailed cost analysis, including special charges, price adjustments, and markup specifications for different cost categories. Facilitate the RFQ process for material pricing and seamlessly integrate responses into the final estimate, ensuring readiness for production with minimal input.

Connect with engineers and other subject matter experts from the field. Epicor Collaborate helps to drive more accurate and timely estimates by enabling engineers to be part of a group that sales and estimators can collaborate with electronically. Share knowledge and discuss best options for customers leveraging up-to-date ERP information.

Manage the sales cycle with dynamic task lists that help ensure the right people are working on the quote at the right time. Use the Part Advisor to drill down into the quote/job/part status and history to answer critical questions related to a part. Instantly query summary and detailed information on an estimate/quote. Check inventory availability and easily cross-reference customer part numbers to your part numbers, automatically during the quoting process. Send quotes to prospects, even if they don’t exist in the customer file.

Accurately predict pipeline activity by tracking the confidence levels (e.g., best, worst, most likely) by quote line with the ability to perform management overrides to optimize forecast accuracy. Track all competitors to find out where you are winning and why you may be losing.

Increase efficiency and accuracy with the ability to quickly transfer quote information to a sales order or job. Tremendous flexibility provides multiple ways to process an order and job from an existing quote such as:

• Push to an order by the line item
• Flag as won, automatically generating an order
• Pull from Order Management with the capability to define specific lines and quantities desired