Module
Quote Management
Every RFQ’s bid decision, design work, technical and commercial status and due date in one list.
RFQ and revisions
Customer request no, RFQ reference and revision, page count on the quote record.
Bid and design decision
“Should we quote?” and “Should we design?” plus design calculation status in separate fields.
Technical and commercial flow
Technical and commercial quote statuses tracked separately; engineer and sender are clear.
Due dates and priority
Priority and days remaining on the list; items due within 7 days in a saved view.
About Quote Management
How does a won quote become a project?
Customer, equipment and reference data move into the project; the same customer request number is kept.
Can we report quotes by year or customer?
Yes. The list groups and summarizes by customer and year and exports to Excel.
Modules that work together
Project Tracking
Each piece of equipment’s deadline, PED/ASME scope, revisions, labor hours and owners on one project record.
ExploreStock Tracking
Which certified material went to which equipment, what’s left in stock and what’s reserved — at a glance.
ExplorePurchasing
From material request to PO, receiving to incoming QC: one flow keyed by project number.
ExploreProduction Tracking
Follow material from request to stock and from stock to equipment.
ExploreAccounts
Domestic and international customers and suppliers together with their quotes, projects and orders.
ExploreLet’s walk through the screens
In a 30-minute screen share we walk quote, project and stock screens on one of your own projects. No install needed.