Slow or inaccurate quotes can cost you an order before work has even begun. Pinnacle helps you use Acumatica to bring together
- Customer requirements
- Product options
- Materials
- Labout
- Pricing
- Customer requirements
- Product options
- Materials
- Labout
- Pricing
Turn a difficult quoting process into a clear one
Quoting a standard product may be simple. Quoting high-value, made-to-order or one-off work is not.
Specifications change. Costs come from different teams. Several versions may be sent to the customer. Important details can be hidden in emails or spreadsheets. By the time a quote is ready, the figures may already be out of date.
Pinnacle can configure Acumatica around the way your business sells. We connect the information needed to build a quote and create a controlled route from the first enquiry to the final order.
Problems Pinnacle can help you fix
Quotes take too long to prepare
Your sales team may need to wait for costs and technical information from several departments. Pinnacle can bring the relevant customer, product, material, labour and pricing information together, reducing delays and repeated data entry.
Costs are missed or based on old information
A forgotten process, outdated material cost or incorrect labour allowance can remove the profit from a job. Pinnacle can help you build a consistent costing process using current information held in Acumatica.
Too many quote versions create confusion
When revisions are stored in emails and separate files, it can be difficult to know what the customer accepted. Pinnacle can give your team a clearer way to manage changes, approvals and quote history.
Accepted quotes must be entered again
Rekeying information wastes time and creates errors. Pinnacle can connect the quote with the sales order, production or project process so the agreed details can move forward without starting again.
Sales cannot see the effect of customer changes
A small design change can have a large effect on cost or delivery. Pinnacle can help your team update requirements and understand their effect before making a new commitment to the customer.
Enquiry to order in one connected process
With customer information, costs and operational data in one system, sales and delivery teams can work from the same details.
Shape quoting around your business
No two complex manufacturers quote in exactly the same way. Pinnacle takes time to understand how your sales, estimating, engineering and finance teams work together. We then shape Acumatica around the checks, approvals and information your people need.
Discover the freedom that Acumatica brings
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