Product description
Anyone who types quotations manually in Word, chases status updates by phone and searches for responses in email inboxes loses valuable time and orders. alphaflow Quotations standardises your entire quotation process: quotations are generated from templates at the click of a button, sent directly from the app and their status tracked transparently at all times – from draft to order confirmation.
Key benefits
Overview at a glance
Dashboard with all open quotations, validity deadlines and current activities – filtered by status, customer or owner.
Automatic document creation
Quotations are generated from Word templates with placeholders in seconds – including line items, prices, discounts and tax information.
Integrated email dispatch
Send quotations directly from the app: select mail template, check recipient, attach quotation – all logged and traceable.
Structured line item management
Hierarchical line item lists with groups, quantities, unit prices, discounts and VAT rates – flexible and standardised at the same time.
Product preview
Features & functions
- Quotation creation from configurable Word templates with automatic data population
- Hierarchical line item lists with groups, unit prices, discounts and VAT
- Integrated email dispatch with mail templates directly from the quotation
- Dashboard with open quotations, validity deadlines and status overview
- Full status tracking: Draft, Sent, Accepted, Rejected
- Comment function and processing history per quotation
- Multi-tenancy for multiple organisational units
- Complex search and individual evaluations via query builder
- Connection to CRM and ERP systems via standardised interfaces
How it works
Kick-off & process design
Joint analysis of your existing quotation process: templates, line item structures, approval stages and dispatch channels. The result is a clear configuration model.
Configuration & template creation
Setup of quotation and mail templates, line item structures and status workflows according to your specifications. Optional connection to CRM or ERP systems.
Training & pilot phase
Hands-on training for your sales team and a 30-day pilot phase with real quotations – supported by our onboarding team.
Go-live
Go-live with full support – all quotations run digitally, consistently and traceably through the defined process from day one.
Pricing
Per user/month, annual prepayment, 12-month minimum term, cancellation 3 months before year end
Full functionality for all users
Combine alphaflow products and save up to 10 %
Request now
We'll get back to you within one business day.
Thorsten Werner
Head of Direct Sales
Your personal contact for everything alphaflow – from initial questions to project kick-off.
Great for
- Initial meeting & demo
- Quotes & calculations
- Partner enquiries