Platform · 02 of 15 · Sales engineer, estimator
Draw the opening. The quotation prices itself.
An estimator should not have to describe a window in words. Here they draw it, and the quotation, the parts list and the price all come out of the same drawing.
The drawing lives on the order line
- Draw the unit inside the order — frame, sashes, glazing, grille, sill
- Profile system, colours inside and out, glass build-up and floor level on the line itself
- A quotation PDF that prints the drawing beside the price, paginated so no card splits across a page
- Surveyed, produced, delivered and installed quantities tracked on the same line
Revisions you can actually show a customer
- R01, R02 — a revision is a true snapshot, not a re-priced copy
- Pricelist, payment terms, fiscal position and every line price pinned at the moment it was sent
- The revision list on the order, so the conversation has a record
Price from a rule, not from memory
- Formulas with conditions, versions and an approval step before they go live
- Volume bands, margin floors, customer agreements and rounding
- Each line records the rule that matched and what it computed
- Distribute a negotiated total back across the lines without losing the audit
What this desk watches
The numbers on the wall
Odoo's Sales reporting — by salesperson, product and customer — plus the Sales and Product spreadsheet dashboards that ship with it.
Quotation turnaround
Win rate by revision count
Average discount against the price rule
What it produces
A quotation with the drawings on it
A revision history
A confirmed order that opens a project
45 دقيقة، مشروعك أنت
أحضر فتحة واحدة.
أحضر فتحة واحدة.
ونشغّلها من أولها إلى آخرها.
رسم، أو نظام قطاعات، أو عرض سعر سبق أن أرسلته. نحمّل كتالوجك على نسخة حية وننتقل به من الفتحة المقاسة إلى عرض سعر مسعّر، وقائمة مواد مكلَّفة، وقائمة قص مرتّبة، وسجل إنتاج — والفأرة في يدك.
45–60 دقيقة · بلا عروض تقديمية · على قاعدة بيانات حية · بالعربية أو الإنجليزية · نرد خلال يوم عمل واحد