Features
Quote, configure and close equipment deals faster
CPQ-grade quoting tuned for capital equipment: configurations, trade-ins, finance options and commission tracking baked in.
What's included
- Guided product configurator
- Trade-in valuation lines
- Quote to sales order conversion
- Commission tracking by rep
How it works
- Build a quote from the price book
- Send a branded PDF for e-signature
- Convert to a sales order; build orders and POs spawn automatically
Works with
CRM for Equipment Dealers
Track leads, prospects and customer relationships across the full equipment sales lifecycle, from first call to repeat purchase.
Equipment & Inventory
Manage new, used and demo equipment with full status, location, configuration and service history per serial number.
Build & Commissioning
Coordinate workshop builds, parts staging, commissioning checklists and labour time on every unit before it leaves the yard.