What is MR.KNOW - QUOTATION MANAGEMENT?
MR.KNOW - QUOTATION MANAGEMENT goes far beyond a standard solution and enables the flexible automation of your quotations. It can be integrated into existing systems, such as all well-known ERP manufacturers, or operated as a web-based stand-alone solution. It supports the steps from the inquiry through to completion. The calculation of orders, preparation of quotations, order confirmations, scheduling or other processes can be included.
The assistant is created on the basis of BPMN 2.0 notation and can therefore also be flexibly adapted and documented.
The OFFER ASSISTANT offers the following options, for example:
- Flexible automation of offer management
- Support for all steps of quotation management: from the inquiry, order calculation, quotation creation, scheduling, quotation workflow including service descriptions using specialist pages, approval stages and text modules
- From quotation and order confirmation to order processing
- Process inquiries via all input channels, e.g. web, fax, e-mail, telephone
- Digital assistants e.g. SALES ASSISTANT for dialog-guided customer communication, advice and sales
- Compare goods requirements with stock levels
- Notification of the disposition status
- Order calculation
- Scheduling and cost estimate
- Checking and storing customer conditions
- Calculation including consideration of discounts
- Forecast creation incl. partner margins
- Quotation creation incl. use of document templates
- Customer and transaction folders
- Automated order confirmations
- Digital quotation negotiation with queries or storable discount options for sales
- Customers can be actively informed about inquiries and orders via email or portal
- Order processing including notification of the affected areas, e.g. for goods delivery and invoicing
- Possible components: Calculation of orders, preparation of quotations, order confirmations, scheduling or other processes
- Extension and comprehensive process mapping for your existing systems, e.g. archive, DMS, ERP, CRM
- Customized reports and evaluations for quotations and orders
- Analytics and AI extensions for dynamic pricing
- Extension processes include order processing, risk management, contract management or automated invoice processing
- NO-CODE BPM and standard BPMN 2.0
Numerous interfaces such as Oracle, SAP, IBM, DATEV, MS Dynamics Nav, many ERP or DMS are available for connections.
This software is intended for companies that are not looking for a standard solution for order processing, but a solution tailored to the specific requirements of the company. Let us advise you!
The solution is customizable across all industries.
Meaningful references can be requested.
