QUOTRICS The customer presentation · 3 minutes

A connected way to sell

Quotrics.

Your pre-sales and quotation
operating system.

From customer enquiry to company intelligence.

The quotation is not the process. It is the output of the process.

01 / Beneath the surface

Your quotation process
is bigger than a PDF.

The business risk is usually hidden underneath the document.

02 / The disconnected way

The work gets done.
The data disappears.

Duplicate entry, old prices, unclear handovers and lost revision history become normal.

03 / The Quotrics idea

One opportunity.
One connected history.

OPP-0142One commercial story
  1. 01Customer
  2. 02Catalogue
  3. 03Supplier Cost
  4. 04Quotation
  5. 05Revision
  6. 06Negotiation
  7. 07Won / Lost
  8. 08Analytics
Customer contextPricing decisionsRevisions & approvalsOutcome & learning

Every action stays connected to the same commercial story.

04 / A clearer view

Know what is happening
without asking five people.

Your commercial overview
Illustrative data
Open Quotes42
Pipeline ValueAED 2.4M
Won This Month8Won
Follow-ups Due6Action needed
Expiring Prices3Review pricing
Connected to the work your team is already doing.

Visibility becomes a result of daily work, not another reporting task.

05 / The company remembers

Your commercial memory,
structured.

Customers

Contacts · Quote history
Opportunities

Catalogue

Products · Services · Labour · Assemblies
Warranties · Lead times · Margins

Suppliers

Contacts · Product pricing
Price validity · Quote history

  1. Customer need
  2. Catalogue item
  3. Supplier price
  4. Quotation

The company stops depending on old files and employee memory.

06 / From data to offer

Build the offer
from structured data.

Connected inputs
CustomerProductsServicesLabourSupplier costMarginWarrantyTerms
Internal Cost: Private
QUOTRICSBranded template
QuotationPrepared for your customer
Products & services
Labour & assemblies
WarrantyLead timeTerms
Customer Price: VisibleAED 315,000

Your team gets flexibility without exposing cost or corrupting the catalogue.

07 / A negotiation you can trace

FINAL-v3-updated.pdf
is not version control.

Q-0142 / Connected revision historyIllustrative negotiation
  1. R0AED 380,000Initial offer
  2. R1AED 340,000Scope reduced
  3. R2AED 325,000Discount requested
  4. R3AED 315,000Lead time changed
  5. FinalWon Final approval

Every revision becomes a controlled history of the negotiation.

08 / Designed around your team

Your process.
Your roles. Your route.

  1. SESales EngineerCreate
  2. ESEstimatorReview
  3. CMCommercial ManagerApprove
  4. SMSales ManagerSend
  5. CUCustomerReceive offer
Permissions by role
  • Create
  • Review
  • Approve
  • Send
  • View Cost
  • Manage Supplier

Quotrics mirrors how your company actually works.

QUOTRICS PRO09 / From activity to intelligence

Every quotation becomes
business intelligence.

Conceptual charts · Illustrative data

What are we
quoting most?

Why are
we losing?

Which customers
convert?

Where is value
being lost?

Management stops guessing and starts learning from every quote.

10 / The story keeps growing

Every quotation
tells you something.

01 / Enquiry

Every enquiry
shows demand.

02 / Supplier update

Every supplier update
shows cost intelligence.

03 / Revision

Every revision
shows negotiation history.

04 / Won or lost

Every win or loss
teaches the company something.

Quotrics keeps
that story connected.

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