MDMSDEALER MANAGEMENT SYSTEM
Features

Quote, configure and close equipment deals faster

CPQ-grade quoting tuned for capital equipment: configurations, deal-attached trade-ins, deposits and commission tracking baked in.

MDMS — Sales & Quoting
MDMS Sales screen with Quotes, Sales Orders, Build Orders and Commissioning tabs, and quote cards showing value and status.
The overview

What Sales & Quoting is for

MDMS brings CPQ-grade quoting to capital equipment dealers, with configurations, deal-attached trade-ins, deposits and commission tracking built in. Sales staff build a quote straight from the price book using a guided product configurator, record a trade-in against the deal — valued at its actual cash value, with its own inventory record through to resale — and send a branded PDF to the customer for e-signature. The result is faster, more consistent quoting without the manual rework that slows deals down.

When a quote is accepted it becomes a sales order in one click, and the downstream paperwork follows automatically: build orders and purchase orders spawn from the sales order so nothing falls through the cracks between sales and the workshop. Commission runs on a plan you set per rep, is earned when the deal's invoice is paid, and is gathered into statements you hand to payroll — so managers see who closed what and finance pays from the actual deal margin.

What’s included

  • Guided product configurator
  • Deal-attached trade-ins at ACV
  • Deposits collected and applied
  • Quote to sales order conversion
  • Commission tracking by rep

How it works

  1. Build a quote from the price book
  2. Send a branded PDF for e-signature
  3. Convert to a sales order; build orders and POs spawn automatically
The work behind the screens

Inside Sales & Quoting

Real screens from MDMS — captured from the live application, not mock-ups.

MDMS Sales screen with Quotes, Sales Orders, Build Orders and Commissioning tabs, and quote cards showing value and status.
Quotes, sales orders, build orders and commissioning in one pipeline. Each quote card shows the customer, value and status at a glance, and converts to a sales order in a single click.