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| An intuitive point-and-click or keyboard-driven graphical configurator interface allows for optimal quoting speed. |
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| CenterPoint’s interface allows for easy organization of your quotes and line items. All pricing and unit configuration can be accessed. |
CenterPoint |
Custom Process |
MasterPoint |
Dashboard |
TrackPoint |
DesignPoint |
DealerPoint
CenterPoint
Field-based Quoting and Order Entry Module
CenterPoint is used to generate quick, accurate, and professional-looking quotes for your customers. Quotes will include to-scale drawings of each window or door. CenterPoint acts as the central repository for cataloging options and pricing for your product knowledge. You’ll see your sales improve by having access to business metrics to analyze what is quoted versus what is ordered. Dealers can manage their own sales forces through margin control, permissions, and other features. CenterPoint can handle quoting to all of your sales channels. Functionality is available to support direct sales, tract builders, installation, dealers, and two-step customers.
CenterPoint Features:
- Quote organization tools such as project folders, alternate quotes, child quotes, quote templates, and copy capability
- Advanced search functions to easily find any quote or order
- Export utilities for your engineering-accurate drawings to third-party CAD programs
- Multiple methods for applying additional add-on charges or discounts to quotes
- Generation of quote forms and acknowledgments which may be printed, emailed, or faxed manually or automated from the server
- User management capabilities to create secure logins for all of your internal users, sales representatives, and dealer users
- The ability to brand the application to provide more awareness to your products and system
Additional Features:
| Configurator Technology |
| Customer Management and Integration |
| Quote Entry Customizable Workflow Queue |
| Centralized Server/Automatic Updates |
| Custom Process |
| MasterPoint |
| Dashboard |
| TrackPoint |
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