Modular quotes
Quotes signal that you understand the customer's need and have a fitting solution. Modular text blocks let you tailor quotes flexibly.
Write quotes flexibly
Sometimes a service list is enough. Sometimes the quote needs more context to convey value. Many companies fall back to Microsoft Word — flexible, but with downsides:
Office and similar tools
- Hard to enforce uniform standards
- Formatting per corporate identity is laborious
- Errors and outdated info creep in
- Data can’t flow into the downstream order workflow
teamspace
- Quote templates with predefined sections and articles
- CI-compliant layouts applied automatically
- A central up-to-date article master
- Automatic linking to customer, order, project, etc.
Custom text blocks for your quotes
Add freely formatted text and images to quotes (and other documents) via customisable fields. Pick saved blocks directly when editing a document.
Group blocks by category for fast access:
- Current-state description
- Solution overview
- Concept graphics
- …
Employees find the right block quickly, and quotes get individual without losing structure.
Read on
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