Users can easily prepare and track capital equipment sales quotes and proposals using the structured Sales Quotes module in Baseplan Enterprise.

The complete quoting process includes:

  • Standards Builds – Record all standard equipment and stock items before any enhancements are made to the equipment build. Multiple authority levels, such as technical and R&M approvals ensure that all modifications have the required authorisation.
  • International Price List – Minimise paperwork by easily importing supplier pricing details
  • Specific Page Sections – Users can modify customer quotes so that they adhere to the documentation standards of their business.

The Sales Quotes module also offers a host of reporting options for better visibility of the sales pipelines through real-time data.

The Sales Quote module integrates with both the Predelivery Wizard and Sales Orders to ensure efficient sales processing.

N.B. If you are unable to access the described functionality in Baseplan Enterprise, please contact Baseplan Support at helpdesk@baseplan.com

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