Quotation Module

Crafting Seamless Quoting Experiences

Welcome to Edge, where quoting becomes an art of simplicity and precision.

Our Quotation Module, seamlessly integrates with the Pricing Module, empowering you to effortlessly create bespoke customer quotations.

Let's explore the journey in three seamless steps, ensuring your quoting process is not just efficient but tailored to perfection.

Capture Customer Details

Effortlessly initiate the quoting process by entering Customer Name, Address and Contact details into our system. This foundational step sets the stage for personalized and targeted interactions.

Tailor Quotations with Precision

Select one or multiple SPIDs, choose between Wholesale Plus or Retail tariffs and define Margins / Discounts. Additionally, customise your quotes by including a Customer Contract and a Direct Debit mandate.

Streamlined Quoting Workflow

Amend Margins / Discounts and Broker commissions until you are happy with the quote. Then simply download and send.