Quote Automation
Quote Automation for Complex Products
Automatically generate accurate quotes based on product configuration, pricing rules, and ERP data.
Trusted by leading manufacturers
Mercura CPQ automates the entire quoting process for manufacturers selling complex and configurable products. From configuration to final proposal, every step is connected.
The Problem
Manual Quoting Does Not Scale
Organizations relying on spreadsheets and manual calculations face recurring obstacles that slow sales and erode margins.
Pricing Errors
Outdated cost figures and incorrect discount structures are applied to customer proposals, eroding profit margins or requiring awkward corrections.
Slow Turnaround
Sales reps cannot generate accurate quotes independently. The customer is forced to wait days for a response that competitors might deliver in hours.
Specialist Dependency
Complex configurations create a bottleneck around product specialists or engineering teams, preventing sales from handling more inquiries.
How it Works
How Quote Automation Works
Configure with Confidence
A sales rep configures a product or solution. Configuration rules validate all chosen product combinations to ensure the solution is technically viable and manufacturable.
Price Accurately, Automatically
Pricing is calculated automatically based on the latest ERP data. Discounts and margins are applied in accordance with established business rules.
Quote Instantly, Close Faster
A complete, branded quote document is generated instantly and made ready for the customer. The entire process operates through a centralized rule engine ensuring complete consistency.
Capabilities
Key Quote Automation Capabilities
Mercura provides a comprehensive set of quoting features designed for enterprise manufacturing environments.
Automatic Quote Generation
The system eliminates manual data entry by converting configured solutions into fully formatted quote documents instantaneously, removing a massive administrative burden.
Real-Time Pricing Calculations
Pricing is calculated dynamically as the user configures the product. The system factors in base costs, selected options, required accessories, and complex pricing logic to present accurate financial figures immediately.
ERP-Based Pricing Retrieval
Mercura retrieves the most current pricing rules and product data directly from the connected enterprise resource planning system. This synchronized connection ensures quotes always reflect the exact latest material costs.
Configurable Quote Templates
Organizations define the exact layout and structure of their proposals. These templates ensure that all generated documents comply with corporate branding, formatting standards, and legal requirements.
Multi-Language Quote Documents
The platform generates complete quote documents in various languages based on specific customer requirements, simplifying international sales operations seamlessly.
Quote Approval Workflows
The system automatically routes quotes that exceed predefined discount thresholds to management for review. Automated approval workflows maintain strict control over margins.
Multi-Channel Quoting
Generate Quotes Across Every Sales Channel
direct sales
Direct Sales Teams
Direct sales teams utilize the platform to build complex proposals during deep customer consultations. Sales representatives interact directly with the customer while the system handles technical validation and commercial calculations.
dealer networks
Dealer and Distributor Networks
External partners can access the portal to generate quotes for their own clients without requiring direct support from internal engineers or pricing specialists. The same underlying configuration rules and pricing logic apply.
self-service
Customer Self-Service Portals
Empower buyers to explore configurations and receive immediate pricing information independently. The underlying rules remain exactly identical whether a seasoned sales representative or a new customer operates the configurator.
Sales Benefits
Benefits for Sales Teams
Faster Quote Turnaround
Proposals that previously required days of calculation and engineering validation can be delivered in minutes. This speed directly contributes to higher sales productivity, allowing representatives to dedicate their time to engaging with customers.
Reduced Pricing Errors
Sales teams eliminate the risk of promising incompatible components or applying unintended discounts that later require correction. This reliability builds immense trust with buyers.
Improved Customer Experience
Clients receive professional, accurate responses to their inquiries without unnecessary delays. Organizations experience tangible business outcomes such as increased win rates and protected profit margins.
Integrates with your existing systems
Quote automation connects seamlessly with ERP systems for real-time pricing, CRM systems for sales workflows, and product configuration engines for accurate source of truth.
FAQ
Frequently Asked Questions
Common questions about Mercura Quote Automation.
How does quote automation connect to ERP systems?
Mercura retrieves the most current pricing rules and product data directly from the connected ERP system. This synchronized connection ensures that quotes always reflect the exact latest material costs and official corporate price lists.
Can quotes be generated in multiple languages?
Yes. The platform generates complete quote documents in various languages based on specific customer requirements. This capability simplifies international sales operations by allowing representatives to present proposals in the native language of the buyer.
How does the approval workflow function?
The system automatically routes quotes that exceed predefined discount thresholds to management for review. This automated workflow maintains strict control over margins while ensuring operations do not stall due to disorganized communication.
Is quote versioning supported?
Yes. Mercura tracks all modifications made to a proposal throughout the entire sales cycle. Quote versioning and revision control allow teams to maintain a clear history of what was offered at each stage of the negotiation process.
What output formats are available?
When a proposal is finalized, the system produces a secure, professional PDF document ready for delivery. PDF quote generation ensures that the customer receives a standardized, visually appealing, and unalterable copy of the commercial offer.
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