Quotation preparation

The powerful cost calculation in Projektron BCS is not only an indispensable tool for your internal planning, but also forms the solid basis for convincing quotations. With just a few clicks, you can easily generate suitable quotation items from project structure elements such as tasks and work packages. You can easily transfer the description texts from the tasks. Of course, you can also use these created quotation items later for the smooth creation of your invoices.

The quotation price is calculated precisely in Projektron BCS using the stored external hourly rates, daily rates and item prices. For maximum flexibility, you can adjust services and benefits in kind to deviate from the standard price directly in the project. Projektron BCS even allows you to store graduated prices and time-dependent sales prices.

The focus is on individuality - grant discounts on individual items in the quotation and easily simulate how changes will affect your margin during negotiations with customers. Standard discounts for specific customers can be stored centrally in the customer data record and automatically taken into account in your quotations.

Give your offer additional flexibility by adding optional items. The sales prices of these optional items are not included in the total quote amount.

Once you have successfully completed the largely automated quotation creation process, you can send your quotation to your customers directly from Projektron BCS. The e-mail is already prepared, the quotation is attached in PDF format and, if required, you can simply attach further electronic documents from the BCS internal document management system. The format templates for each document (quotation, invoice, invoice, order confirmation, etc.) can of course be individually adapted - so you always present yourself in a professional and customer-oriented manner. Projektron BCS enables you to effortlessly optimize not only quotations, but also your entire document management.

From the master data to the individual quotation items to the order: The quotation wizard supports you step by step in the creation of your quotations.

In Projektron BCS you have all the important information in one place. This saves you having to make detours via several systems, manual entries, imports and exports and avoids errors, saving time and costs. Data from both project planning and customer management (CRM) can be conveniently transferred. This saves you tedious looking up and re-entering data. You can also transfer descriptions of products and configurations from the Products area in BCS to your quotations. As CPQ software, Projektron BCS enables your sales staff to create complex quotations without errors and without in-depth product knowledge.

A streamlined approval process is also integrated directly into the quotation wizard, which enables the quotation creator to assign a reviewer, write comments on the quotation and, if necessary, notify the reviewer by resubmission and e-mail. Projektron BCS clearly displays all quotations to be approved in a list for the company reviewer.

With just a few clicks, the quotations can be viewed, approved, submitted to management for approval or returned with a change request for post-processing. If you have very complex approval processes in your company, you can also design your individual quotation approval process with any number of if-then rules as automated BPMN processes with the process management in Projektron BCS.

You can fall back on practical standard formulations both in the quotation itself and in the accompanying letter. With Projektron BCS, you can store frequently used articles as templates and easily integrate them into your quotations as quotation items as required.

Give your documents the professional flair of your company by adapting the layout and design directly in Projektron BCS to the standards of your corporate branding - with individual headers and footers as well as your logo. Once you have created the best design, you can use it for all future offers. You can also implement customer-specific branding by creating appropriate templates once.

Thanks to the integration of an editor, you can edit text templates to suit your taste. Simplify your invoicing process and increase the efficiency of your company. With the open source report designer BIRT, you not only create impressive one-off templates for order confirmations, but can also reuse them as often as you like in your quotations.

Learn how Projektron BCS can revolutionize your sales and invoicing process - streamline your team's workflows, improve your performance and increase your efficiency with ease.

Unleash the limitless diversity of business processing with the tools of the Projektron BCS quotation creation software! Regardless of whether you have business partners abroad or operate internationally - Projektron BCS is the solution to handle your projects in different currencies effortlessly. Dollars, Swiss francs or Chinese yuan renminbi? With Projektron BCS you can create any currency and make it available flexibly for quotations and invoices to international customers.

If your customers are based in another country, Projektron BCS is the solution for accurately calculating your quotations in the appropriate foreign currency. Use the centrally stored external hourly rates, daily rates and item prices. But that's not all - you have complete control over the VAT rate and can even define the language of the quotation text according to your individual requirements.

The software offers you not only flexibility, but also efficiency in international invoicing and quoting. Get ready to expand in a world of limitless possibilities - with Projektron BCS, there are no limits to your entrepreneurial vision!