EQUIPMENT QUOTING

Equipment Quoting Software: Create Sales Quotes Quicker Than Ever

This image is a long divider in the texada page

Generating quotes quickly and accurately is a critical component of successful equipment businesses. The complex nature of configurations and pricing accuracy demands a solution that can seamlessly integrate quoting processes. Our equipment quoting software steps in as the ultimate tool to address these challenges and streamline your sales quoting process, helping you close deals fast and boost revenue.

Seamlessly manage your quoting process to increase your sales, increase velocity, improve profitability, and deliver exceptional customer experiences.

Modules Included: 

Benefits of Integrated Equipment Quoting

Increased Efficiency: Quote in Minutes

Streamline quote generation with a solution that shortens the quoting process from days or weeks to minutes or hours.

  • Utilize standard packages for quick quote generation and consistent branding across all quotes.
  • Store quote revisions throughout each stage to drive accountability and transparency while expediting the quoting process.
  • Automatically generate professional, standardized, and high-quality quotes within minutes—helping your sales person close deals faster and convert prospects into clients.
equipment quoting - speed
Accurate Process: Always On-Point

Capture the configuration of quotes and ensure accuracy and reliability by pulling data from your various pricing and inventory sources.

  • Guarantee accurate quotes every time by pulling up-to-date pricing information and inventory details from across various data sources, such as your ERP and OEM price lists.
  • Bypass manual calculations with an integrated solution that helps manage currency conversions as well as regional, state and federal tax requirements.
  • Refine your quotes by easily adding local options, standard jobs, warranty terms, custom fees, and more, to enhance quoting accuracy.
equipment quoting - accuracy
Connected Solution: Integrate Your Systems

Leverage a connected quoting solution that streamlines your sales process and gives confidence to your sales team and clients.

  • Connect to your pre-existing CRM system or benefit from a native integration with Texada’s Equipment CRM that equips you with a robust set of tools to streamline your entire sales process 
  • Integrate Equipment Quoting with your ERP of choice to centralize critical data and documents
  • Attach and send generated quotes quickly by leveraging intelligent email personalization functionality integrated within the quoting solution
equipment quoting - connected
Convenient Automation: Digitize Your Dealership

Digitize your sales process with Equipment Quoting to give your sales team and customers confidence in every transaction.

  • Deliver a customized experience with personalized quote documents that include contact information, locations, and more.
  • Collect secure e-Signatures that allow quotes to be quickly and conveniently received, reviewed, and signed off, all within a single screen for your customer; ideal for formalizing a sales contract.
  • Easily reference and review historical versions of each quote to ensure accountability and a consistent experience across transactions, without the risk of error from manual Excel workflows.
equipment quoting - confidence

Connect Your Quoting Across Your Dealership

Integration with Sales Systems

Capture, access, and manage equipment quoting documents accurately within your sales systems, providing your team with up-to-date information for precise quoting.

Integration with Your ERP of Choice

Ensure full visibility across your entire business by centralizing all your data and documents, stored within and accessed through your ERP of choice.

QUOTE SMARTER

Redefined Modern Quoting

Enable your team to rapidly build and send accurate quotes to speed up the sales process.

  1. Capture details
  2. Generate quote
  3. Draft outreach with AI
  4. AI pulls the data from your quote to provide a summary and tailored outreach to your customer
  5. Connect with your customer

If you’re looking to sell a variety of equipment, Texada’s quoting solution enables you to convert interest into action—smarter, faster, and with greater value.

Customers That Trust Texada

This image is a long divider in the texada page

“The biggest reward is seeing the team use [Equipment CRM] effectively. We’re on the right path.

Ready to transform your business?

Book time with one of our software experts

Resources