Customer Management and Quote Automation Software for the Electronics Industry.

Traditionally RFQ responses have been managed manually and have required significant time to compile. QX can streamline and automate this process!

In the past a quote response for 100's of line items may have taken you many hours to compile. QX can prepare a quote of this size in seconds ready for your review. QX can scan your incoming email for part numbers that match your inventory of components and when matches are found, build a quotation and send it back within seconds - all without you lifting a finger!

All the information at your fingertips

Key Features

• Supports Outlook Rule based scan selection
• RFQ response automation - Scan incoming emails and build quotations based on the contents of the email
• Quote Wizard - Step through an easy to use wizard to build professional looking detailed quotations for your customers
• Streamlines your existing processes
• Maintains your quoting history ready for reporting and review
• Automates when you are too busy to manually respond to requests
• Full customer management features (CRM) including history tracking, task management, scheduled follow ups etc
• Multi user / LAN support
• Quote history and inventory searching and browsing
• Calendar and task-list management
• Template based quotes – design a consistent look across all your quotes
• Assign templates to customers – Have some customers receive quotes in a different format to others
• Company discounts – apply automatic discount structures to groups of customer

Seemless Outlook Integration

QX integrates into your email system to scan incoming emails and identifying items that match those within your inventory.

Once matches are found QX automatically builds a Quote for you based on your predefined Quote templates. You can review your quotes prior to sending them or have QX send them for you.

Example Senario

The Situation

Bob Smith of ABC Components receives 100’s of emails and enquiries a day requesting quotes on his inventory or inventory he has access to. Bob is struggling to keep up. Many of these RFQ’s go unanswered or by the time he gets to reply to them he has lost the order to another company that responded faster.

The Solution

Bob installs QX and sets the system to run quote automation. He assigns some customers special pricing so that when someone from their company (regardless of who they are) sends an RFQ the price is always consistent and the quote is always promptly returned.

The Outcome

Bob’s customers are commenting on how professional his quotation have been looking lately and how impressed they have been with the speed with which he is replying to their requests. He is receiving a lot more orders and his business is growing – which it can easily do now as he has a central repository for all his company quotes and customers. When new staff join his business all the history of ABC Components customers is available for them to view; all the quotes that have been sent, all the communication that has taken place and all the outstanding tasks and commitments that have to be completed for his customers. Bob is on holidays at the moment; Lucky Bob!