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.
Overview
MDMS brings CPQ-grade quoting to capital equipment dealers, with configurations, trade-ins, finance options and commission tracking built in. Sales staff build a quote straight from the price book using a guided product configurator, add trade-in valuation lines, 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 is tracked by rep throughout, giving managers a clear view of who closed what and keeping pay calculations tied to the actual deal.
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
Inside Sales & Quoting
Real screens from MDMS — captured from the live application, not mock-ups.
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.
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.