Software > IT projects > On-site, computer-aided quotation preparation for customized system solutions

On-site, computer-aided quotation preparation for customized system solutions

IT project from: management consultant (Germany)Project no. 15/320: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are looking for software to provide graphical support for quote creation for a manufacturer of custom machinery. Quotes for customized system solutions are to be created on-site at the customer’s location.

Using standardized components, the sales representative should be able to configure a customized system solution tailored to the customer’s requirements directly during the sales meeting and generate a quote from it. The configuration should be graphical. The result should be

  • the quote
  • a 2D or possibly a 3D graphic
  • the bill of materials breakdown

The program should interface with the company’s existing ERP system. It should allow for changes to be made during the customer meeting. A clear, intuitive, and user-friendly program interface is desired.

Approximately 83 software workstations are to be installed.

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Selected solutions from our thematically relevant pool (1,121) 19
Solutions with high relevance according to corresponding feedback 13
Communication between SoftGuide and providers (emails, telephone) 68