Quote and Document Automation Proposal Software
Automate quotes and supporting documents
Let your business rules quickly and accurately generate beautiful quotes
Dynamically generate quotes and the other stuff that slows you down
With KBMax, you can quickly produce high-quality and accurate quotes, down to the Bill of Materials
Enrich and simplify your processes
Let your sales reps, distributors, or customers configure a product and then let KBMax automatically create quotes – to send on to customers, downstream systems, and other teams.
Unlimited power over custom proposals
Generate custom Microsoft Word and Adobe PDF documents with a simple and intuitive templating system that allows for dynamic calculations and values to be inserted on-the-fly.
You have complete control over branding, logos, product images, pricing, terms, shipping, etc. so that you can make them as pretty and as informative as you want.
Rich data for back office processes and systems
Push generated proposal and manufacturing documents to downstream applications, like CRM, ERP, or PLM systems. Whether you want the complete document, or a data value sent direct via our API, KBMax makes it easy to move information and documents throughout your organization.
Documents to get manufacturing moving
Automatically generate accurate visuals, sales-level CAD drawings, cut sheets, and Bill of Materials for your manufacturing team to start building. When you can package up everything the shop floor needs, from blueprints to assembly instructions, you can be sure it’s built to spec.
A tighter network of dealers, distributors, and installers
Our powerful workflow capabilities allow your dealers and distributors to build accurate configurations and quotes before submitting them for approval and creating an order. After approvals, their orders will auto-generate the same documents as any other – allowing them to directly start production.
“We have dramatically increased the accuracy of our quoting process. This speeds up our workflows, lowers our lead times, and ultimately improves the customer experience.”
Featured Resource
Overcoming the Complexity of the Sales to Manufacturing Process
Product variation compounded by the complexity of multiple pricing models can create confusion and inefficiency among your organization’s engineering, manufacturing, and sales teams. In this four-part guide, we’ll uncover how to address challenges like these in your sales to manufacturing processes by using CPQ software.
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