Companies that have to create quotes for their customers often face a dilemma. They either have to use predefined templates that can be costly to maintain, or they have to develop custom solutions that are difficult to update. Epicor offers its customers a simple and cost-effective solution to this problem – custom quotes.

Epicor provides customers with a powerful and easy-to-use pricing tool that allows them to customize their quotes. Quotes can be easily created using various templates for products, services and prices. The system draws data from existing ERP and CRM systems, so businesses can be sure that the information they provide is up to date. Users can also design their own templates using an intuitive drag-and-drop interface. Thanks to this, they can adapt quotes to their customers’ needs.

Users can also save their templates to reuse them for future quotes. The system’s advanced tools make it easy for users to create highly accurate and reliable estimates. You can see each customer’s detailed sales history and easily see what type of deal they prefer. You can also create accurate cost estimates for parts and services.

Customizable offerings also allow users to manage their workflows more efficiently. You can view, customize, and approve the quotes received. You can also track the progress of quotes, view relevant documents, and track their progress.

Customizing quotes with Epicor is the perfect solution for businesses. It is an affordable and easy-to-use solution that allows users to customize their quotes, saving time and effort.

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