Quotation


The SAFE quoting software ensures consistent application of your pricing and discounting rules, and you can analyze and change pricing in real-time. In addition, you can automatically generate rich, customer friendly sales quotes in multiple formats.

Quoting features

Generate and manage quotes online
Add, edit, and delete line items based on configurator options
Populate quotes with relevant customer data automatically
Automate workflow for quote approvals, collaboration
Track quote history across multiple quote revisions
Capture opportunity management and pipeline forecasting data such as predicted close date, probability of winning, competitors, etc.
Easily customize your quote forms and workflow using web admin tools
Generate rich proposal packages including quotes, cover letters, datasheets and drawings

Pricing features

Price complex products based on features and options selected
Apply customer, channel, volume, and product-specific prices and discounts
Calculate costs, margins, and commissions
Manage special pricing and approval workflow
Support cost-based pricing and estimating
Set up pricing and discounting rules based on multiple parameters
Define unique pricing and restrict access for individual users