Offer and tender

The BFW module quote and tender is a tool for offering prices in the right composition to clients. The quotation targets one customer directly, while the tender targets multiple customers - all for the same project. The quotation prices translate one-to-one to invoicing, so there will be no discrepancies between the submitted quotation prices and the invoice price.

Quotations: integral part of BFW

In BFW, projects and quotations can be displayed separately by the image setting. 
This allows projects and quotations to be displayed separately from each other but also combined.
This option also applies to archived projects and customers. This makes some of the information that does not need to be consulted directly invisible.

When composing the offer, the calculation can be used as a basis. In fact, this already contains all the components needed to draw up a price. However, it is not necessary to work from a calculation; quotation prices can also be recorded directly.

The offer prices form the basic structure on which all future deliveries and processing will take place. BFW can apply strict or less strict rules to this by, for example, already checking from the moment of bending state entry whether prices have been recorded for the parts in question.

Advantages when using the offer are:

• An offer can be used as an order confirmation when price is agreed;
• An offer can be compiled quickly and accurately, but also in great detail;
• An offer can be followed up from the customer relationship management;
• If the offer becomes an order, then at the touch of a button the offer can be converted into price lines for invoicing purposes.

Tender structure

In tenders, a tender is linked to several contractors. If a quantity changes, it will apply to all contractors. Exceptions can also be made to this by applying different prices for a specific contractor.

Advantages of using the tender are:

• 1 tender for 1 project at multiple clients;
• Changes are immediately implemented for all contractors;
• Immediate insight into the status of the tender;
• Immediate price rules at order by simply converting tender to project.