Take customer discussions to the next stage of cooperation.
Contacts, sales opportunities and quotes form the beginning of the process. Vector ERP helps organise this knowledge and preserve it when moving on to a contract and delivery.
The customer and the history of agreements
Companies, contact people and the opportunity's context provide a shared reference point. The team can revisit previous agreements before preparing another proposal.
- Customer and contact details
- Sales opportunity context
- A deadline and an owner for the next action
A quote with a clearly defined scope
Record what you are proposing to the customer and the stage the discussions have reached. Quote details, line items, pricing, status and documents organise the proposal's scope.
An accepted quote opens the way to delivery
An accepted proposal becomes the basis for further work. The system supports linking a quote to a contract and project. Billing terms and rates are defined in the relevant contract context.
Explore this areaWhat you pass on
The customer, agreed scope, documentation and connection to the contract preserve context. Required data and approvals at the handover between sales and delivery are agreed during implementation.
- Service enquiry
- Quote and accepted scope
- Linked contract for delivery
Questions about this area
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