Can we start with one area?

We can plan a phased implementation. The initial scope should cover a selected process and the data it needs. Dependencies on other areas are established during analysis.

Can you create a module just for our process?

Yes. We can design a custom module. First, we establish its tasks, data, links to the system and how its behaviour will be verified. We then define the scope of delivery and maintenance.

SYSTEM AREA

Take customer discussions to the next stage of cooperation.

Leads, companies and quotes are where the process begins. Vector ERP keeps this knowledge in order, calculates the quote value from its pricing lines and keeps the context when the work moves to a contract and delivery.

SEE HOW IT WORKS

Vector ERPQuotesMockup · sample data

OF/2026/031 · Arkada Nieruchomości

Technical services 2027

New
2In preparation
3Sent
4Won

Quote value: 148,000 PLN
Pricing lines: 6
Versions: 1

Pricing lines
Item	Quantity	Price	Value
Periodic HVAC inspection	12	4,200 PLN	50,400 PLN
24/7 service on call (month)	12	3,500 PLN	42,000 PLN
Consumables — flat fee	1	19,600 PLN	19,600 PLN
F-gas leak check	4	1,800 PLN	7,200 PLN
Building electrical measurements	1	6,800 PLN	6,800 PLN
Ventilation duct cleaning	1	22,000 PLN	22,000 PLN

Change quantities in the pricing, save a version, then take the quote to a win and a contract.

The client and the history of what was agreed

Companies, contacts and the context of each conversation give the team one point of reference. Everyone can check what was agreed before preparing the next proposal.

Company and contacts, company data from registers by tax ID
Context of the sales opportunity
Deadline and owner of the next action

Leads with a visible status

A lead moves from first assessment to an active conversation, or goes back on the list for a later call. Statuses and today's tasks show who to answer and when.

Quotes with pricing and versions

Pricing lines add up to the quote value. Every version is stored unchanged, so it is easy to go back to what was actually offered to the client.

A won quote starts delivery

A won quote becomes the basis for further work: it turns into a contract linked to a project. Billing terms and rates are then set in the context of the contract.

Explore this area

What you hand over

The client, the agreed scope, documents and the link to the contract keep the context intact. The data and approvals needed between sales and delivery are agreed during implementation.

Service enquiry
Quote and accepted scope
Linked contract for delivery

Questions about this area

Explore further

From lead to payment Tailoring Implementation

LET’S TALK ABOUT YOUR BUSINESS

Which process would you like to improve first?

Tell us how you move from agreements to delivery and settlement today. Together, we will find a useful starting point.

Describe your process