Quotes | Proposals | Contracts
04: Quotes | Proposals | Contracts
BOQ Estimating | Wholesale & Retail Order Forms | Stylish Proposals and Quotes | Contract Management. Compare the processes, functions, vertical-solution coverage and software required for this business area.
Business Area coverageBOQ Estimating | Wholesale & Retail Order Forms | Stylish Proposals and Quotes | Contract Management
7business processes
27listed functions
4vertical solutions
From estimating to signed contract
Prepare, present and manage every commercial offer.
Business Area 04 supports estimating, supplier bids, order forms, proposals, quotes, contracts and variations across the complete pre-sale and contracting journey.
Included functions vary by vertical solution. Use the comparison below to see the exact coverage for each brand.
Processes and functions
Explore what is included.
Function
ZERP
Builders Excellence
BILLIO Professional
MAW Extensions
ZERPBuilders ExcellenceBILLIO ProfessionalMAW Extensions
01
BOQ estimating
BOQ estimating
BOQ Estimating Templates
—
✓
✓
✓
Bill of Quantity Estimating
—
✓
✓
✓
Labour Rate Tables
—
✓
✓
✓
Dynamic Terms and Conditions
—
✓
✓
✓
Build Calculator for Property Portfolios
—
✓
—
—
CSV Import Tools
—
✓
✓
✓
Allowances and Product Options
—
✓
✓
✓
Group BOQ Items in Proposals
—
✓
✓
✓
02
Supplier bids / RFQ's
Supplier bids / RFQ's
RFQ's for Supplier Bids
—
✓
✓
✓
03
Online and store sales API
Online and store sales API
Shopify Integration
✓
—
—
—
WooCommerce Integration
✓
—
—
—
Vend POS Integration
✓
—
—
—
04
Retail / wholesale order forms
Retail / wholesale order forms
Customer Order Forms with Price Lists
✓
—
—
—
Custom Production Orders
✓
—
—
—
Advanced Product Searches and Filters
✓
—
—
—
Customer Shipping Cost Calculators
✓
—
—
—
Custom Calculators and Pricing
✓
—
—
—
05
Quote/proposal records and data
Quote/proposal records and data
Tranasction Integration and Automation
✓
—
—
—
Customer Payment Terms
✓
✓
✓
✓
Stylish Quotes/Proposals
✓
✓
✓
✓
Templates with Images and Links
✓
✓
✓
✓
Digital Signatures with Facial Recognition
✓
✓
✓
✓
06
Sales order/contract records and data
Sales order/contract records and data
Sales Order/Contract Item Management
✓
✓
✓
✓
Manage Indent Orders
✓
—
—
—
07
Variations and contract changes
Variations and contract changes
Creating Job Variations / Work Orders
✓
✓
✓
✓
Variation Management and Approvals
✓
✓
✓
✓
Publishing Contract Changes
✓
✓
✓
✓