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Offer workflow management


With RuleDesigner it is possible to model the offer workflow request that require the collaboration of more people and company functions for the technical-sales estimation, determing the possible product configuration, estimating the leadtime, costs and marginality.

 The offers requested are notified to the correct referents and submitted to the cycle approval. The technical functions can be helped by configuration processes for automation design operations, tables generation, PDM classification of technical designs, BOM components, processing and defining the final cost.

At the end of the technical evaluation, the sales area can access to the offer generation tools integrated in the system and sending the definitive offer to the customer by managing the next phases for the purposes of obtaning and processing the order.

With RuleDesigner it is possible to push the maximum level of automation through the integrated product configuration. It is able to provide customers or internal collaborators an environment for the product configuration by drawing to the company knowledge base. It supports the users to the correct product definition and it generates automatically CAD models, offer documents on istitutional modules, sales and marketing documents, contracts and custom warranties…

With RuleDesigner  you can realize value added services by reducing the lead team of the product cycle and optimizing the costs simultaneously.


What you can gain

Activation of new services in the sales environment 
Support to the interdepartment collaboration  
Sales process integration with the product development 
Active customer participation in the definition of the desired product 

Learn more on RuleDesigner mudules that enable this process


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