Smart Quoting & BOQ Tool For Systems Integrators
Create Accurate Quotes Faster. Protect Margins Automatically.
Stop Quoting Outdated Prices
OEM price lists change every week. If you quote, the customer accepts, and then you discover the price went up 12% yesterday.
Either you absorb the loss or you lose the customer's trust. Both hurt.
Profit 365 syncs real-time pricing from your vendor price lists.
What you see is what you quote. No surprises or margin loss.
Quote at Full Margin. Every Time.
Your margins disappear in negotiation. Salespeople give discounts to close deals. But you don't know who's offering what to whom.
Set minimum margin thresholds per product category.
If someone tries to quote below margin, the system flags it.
Require manager approval for exceptions. Your margin rules travel with every quote.
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Build BOQs in Minutes, Not Hours
A typical IT infrastructure BOQ has 50+ line items.
Manually entering each one into a spreadsheet takes hours. Typos happen. Units mismatch. Missing items.
Use pre-built BOQ templates for common SI projects.
Network installation. Server room setup. Surveillance system. Select the template, customize quantities, and generate a professional quote in under 5 minutes.
Key Capabilities
Real-Time Price Sync
Your quote prices update automatically when vendor prices change. Never quote obsolete pricing again.
Margin Protection
Set minimum margin rules per product category. Block quotes that undercut your margins. Require approvals for exceptions.
BOQ Templates
Pre-built templates for common SI projects. Server rooms. Networking. Surveillance. CCTV. Data center installs.
Quick Quote Generation
Generate a professional quote in under 5 minutes. Select products, apply quantities, add discounts, and export to PDF.
Quote Version History
Every revision is saved. Track what changed between quote v1 and v2. Know exactly who changed what and when.
Quote Validity & Expiry
Set quote expiry dates. The system reminds you when quotes are about to expire. Resend or renegotiate before the clock runs out.
PDF & Excel Export
Export quotes in professional PDF format or Excel for custom client formatting. Branded with your logo and terms.