Turn every enquiry into an accurate quote without giving away margin.
Build quotations from live items, costs, stock and pricing rules, then control revisions and approvals before the offer reaches the customer.
Quoting is slow because cost, stock and approval information lives in different places
Quotation and margin management solution for faster RFQs, accurate costing, approvals, revisions and profitable order conversion.
Where teams lose control
- Sales rebuilds pricing in spreadsheets for every enquiry.
- Margin problems appear after the quotation is sent.
- Revisions and customer commitments are difficult to audit.
What changes with izERP
- Live cost, stock and account pricing flow into the quote.
- Approval rules catch low-margin offers before release.
- Every revision converts into the same controlled order record.
From enquiry to approved, profitable sales order
Each step uses shared records, permissions and audit history.
A measurable improvement, not another disconnected tool
The solution combines practical control for daily users with visibility for managers.
Protect gross margin
See cost, charges, discount and margin before committing.
Respond faster
Reuse item, customer and pricing data instead of retyping.
Control revisions
Keep every version, change and approval in one history.
Improve conversion
Move an accepted quotation directly into fulfilment.
Configured around the way the work actually happens
Use ready-to-run products, then shape fields, rules, documents and integrations around your operation.
Give sales reliable information at the moment of quotation
Live customer terms, item costs, stock and approval thresholds turn quoting into a repeatable operating process.
- Configured around your process, roles and documents
- Connected to shared live data and a complete audit history
Keep the promise attached to the order that delivers it
Accepted quantities, prices, dates and documents pass directly into allocation, dispatch and invoicing.
- Configured around your process, roles and documents
- Connected to shared live data and a complete audit history
Start with the products needed to solve this problem
Deploy one focused product or connect the recommended set on the same platform.
Quote Faster & Protect Margins FAQs
Can pricing and margin rules vary by customer?
Yes. Price lists, discounts, currencies, charges and approval thresholds can be configured by account and transaction.
Can quotations use live product cost and stock?
Yes. Quotes can read the shared item, inventory and cost records used by operations.
Can an accepted quote become an order?
Yes. The approved revision converts without retyping customer, line or commercial data.
See it running on your own accounts
Book a free demo and we will configure a realistic Quote Faster & Protect Margins workflow with sample data, then walk it end to end with your team.