Quotation Module

Crafting Seamless Quoting Experiences


Welcome to Edge, where quoting becomes an art of simplicity and precision.

Our Quotation Module, seamlessly integrated with the advanced Pricing Module, empowers you to create bespoke customer quotations effortlessly.

Let's explore the journey in three seamless steps, ensuring your quoting process is not just efficient but tailored to perfection.

1
Capture Customer Details

Effortlessly initiate the quoting process by entering customer or prospect contact details into our system. This foundational step sets the stage for personalized and targeted interactions.

2
Tailor Quotations with Precision

Leverage the seamless integration with our advanced Pricing Module to create quotations for one or multiple SPIDs. Choose between Wholesale Plus or Retail tariffs, ensuring flexibility and precision in your pricing strategies. Additionally, customize your quotes by including a Customer Contract and a Direct Debit mandate.

3
Streamlined Quoting Workflow

Experience a dedicated workflow designed for user-friendly customer quotations. Our integrated modules ensure a smooth and efficient process, empowering you to provide clients with quotes that align perfectly with their needs.

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