The correlation between timely responses and increased conversions of Quotes to Orders is well documented and highlights the need for an efficient Quoting mechanism. The MAX Quoting module from Exact Software was designed to address this need and provides interoperability with e-Synergy™ for those companies ready for even greater enterprise efficiency to manage your customer service effort as well as quoting configured items.*

• Create quotes
• Revise quotes
• Clone quotes
• Automatically convert to Sales Orders

If you've ever received a request for a quote, you'll know that response time is critical, and if you use anything outside your sales order system or manufacturing database, it can quickly become difficult to maintain.

You need to be able to act quickly and working off the same data in your ERP system is the key. With the new MAX Quoting module, you can create, revise, and clone existing quotations and then convert those quotes automatically into MAX sales orders.

* Quoting configured items requires Feature/Option Configurator

Quoting & Estimating.pdf (225.6 Kb)