Quote Builder

You have a lead and want to make a quote fast - it must be accurate and provide the best chance of conversion. JEM is able to create quotes based on your price model in minutes.

Configure

This is your shop window, so our quote tools can be configured to present your products and services in the best possible way. Filter and search to easily find what you’re looking for. Display key information that is relevant to your industry. Create recommended bundles for multiple products and services.

Price

JEM supports multiple pricing models, price books and discounts. Quote Builder supports any combination of subscription based pricing and more traditional upfront CAPEX models. It shows both cost and sales price and allows you to modify your gross margin.

Quote

The system can export quotes to PDF or you can use our quote portal to give the customer an interactive quote. Online contract generation and e-sign allows you to quickly complete deals anytime, anywhere.

Summary of Quote Builder Features

1. Easily configure a deal to add multiple products and services
2. Fully integrated with our CRM to select existing customers and link to sales opportunities
3. Add new customers using a Companies House lookup or address search
4. Both monthly subscription and CAPEX based pricing supported
5. Modify your gross profit margin and see pricing change automatically
6. Check current and future stock levels whilst quoting
7. Proposal export, contract generation and e-sign at the click of a button
8. Quotes are saved for future use
9. Allow defined access for internal sales staff, resellers and call centres
10. Integrated with Jobs for automated workflow
11. Connectivity Checker - APIs to check 3rd party products and service availability
12. Bank detail validation and credit checking available