A fully customisable, cross-platform solution for on-site quoting.
Built on Microsoft Dynamics, Power Quote transforms how field engineers and sales teams create and manage professional quotes — from customer selection to document generation and follow-up.
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Manual quoting is slow, error-prone, and inconsistent. Power Quote streamlines the entire workflow — your team selects a customer, adds products from the catalog, and generates a professional branded document ready to send. Approval policies, pricing rules, and follow-up reminders all happen automatically.
Desktop, tablet, and mobile. Works on iOS, Android, Windows, and web browsers.
Approval workflows, templates, product categories, and follow-up schedules — all configurable.
Enterprise-grade platform with full CRUD capabilities and seamless integration.
Maintain a comprehensive database of customer records. Each site stores contact information, billing addresses, and account history — enabling instant population of quote forms.
Build and maintain your complete product or service catalog. Each entry includes pricing, descriptions, SKUs, and categorisation — ensuring consistency and accuracy when building quotes.
Establish internal governance for quote authorisation. High-value quotes receive proper review before customer delivery, with configurable thresholds and designated approvers.
Define value limits requiring approval
Assign team members with approval authority
Automatic notification and routing system
The quote process begins with customisable qualification logic. Search and select customers by name, ID, or location — Power Quote automatically populates the form with all relevant customer details, eliminating manual data entry mistakes.
Add products or services directly from the catalog. The system maintains a running total and auto-calculates all pricing. Line items can be added, edited, removed, or reordered before finalising.
Before finalising, quotes undergo review for accuracy and compliance with approval policies. Quotes exceeding defined thresholds are automatically routed to designated approvers who can approve, request modifications, or reject.
Power Quote merges quote data into customisable templates to generate professional, branded documents ready for customer delivery. Companies can design templates with logos, terms and conditions, and corporate styling.
Power Quote tracks all sent quotes and automates the follow-up process, ensuring no opportunity falls through the cracks. Configurable schedules and automated communications keep your pipeline moving.
Power Quote delivers a seamless experience across all devices. The responsive interface automatically adapts to any screen size, enabling field engineers to create and manage quotes on-site using their preferred device.
Works on iOS, Android, Windows, and web browsers.
Contact us to schedule a personalised demo tailored to your business needs.