Automating the quoting process can save businesses time, reduce errors, and provide a better customer experience. With Odoo, an open-source ERP system, it is possible to automate the quoting process from start to finish.
Through Odoo's website feature, your business can create custom web forms to capture customer data and information that your quote will be based on. For example, an insulation company may determine their quotes based on factors such as house square footage and the material to be installed.
Customers requiring a quote can be directed to the web form to fill in their information, such as contact information, desired install date, and house address. This eliminates the need for your business staff to manually enter or write down this information. This also captures customer information that can be used for other marketing purposes such as email campaigns.
Once this information is captured, you can use Odoo's ability to create custom modules and fields to not only capture this data but also perform any additional calculations needed to complete the quote.
For instance, in our insulation example, a quote for an insulation project is based on the house square footage multiplied by the cost of the material chosen per sq. ft. Once the customer hits the submit button, an entry is made within Odoo's database with the customer-provided information. It then uses the preset calculation criteria unique to your company to provide a value for this quotation.
After this entry is made, a report can be generated and sent to the customer automatically via email, providing them with the information generated concerning their quote. This report displays only the relevant information in a customizable format that can include your company's information, logos, and other information relevant to the quote.
This process can be integrated with many of Odoo's other built-in out-of-the-box functionalities, such as using e-sign capabilities to confirm quotations or using custom quotations in the sales and invoicing process, as well as the project management process.
Using Odoo's flexibility, you can integrate your unique processes into a standard process and roll your information into the standard processes provided by Odoo to develop a repeatable, scalable, and automated process.
Contact us today with any questions on your quoting process or any other unique processes that you would like to integrate with a cutting-edge ERP system to take advantage of all it has to offer while not sacrificing what makes your business unique.