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Efficiency tools

Quotation Tool ONe

Make it easy for your customers and they will increase engagement and purchases

Quotation Tool ONe is a tool that enables companies using the ONe platform to support their customers in their daily operations. It is a solution that speeds up the daily operations of the platform’s customers, increases their loyalty and streamlines the sales channel.

ONe Quotation Tool – quote with the user’s company logo and details

Full personalisation of the offer

Professionalism

Company data and logo are included in the generated PDF offer. The investor receives a professional document without visible links to the programme provider.

ONe Quotation Tool – adding a custom item from outside the catalogue

Ability to add your own products

Customisation

The user can add their own products or services from outside the catalogue, specifying their price, quantity and VAT rate.

ONe Quotation Tool – margin, discount and price of a quote item

Flexible price management

Flexibility

Each product offered can have a defined margin, discount, own price or individual VAT rate. The user can see the impact of price changes in real time.

ONe Quotation Tool – internal notes and comments on a quote

Comments and notes

Communication

Offers can include internal notes (invisible to the investor) and general comments, which are visible in the uploaded PDF.

ONe Quotation Tool – moving products between the basket and a quote

Work from the shopping basket and vice versa

Convenience

Products can be imported from the basket into the offer or from the offer directly into the basket – in both directions, with full liquidity.

ONe Quotation Tool – quote validity dates

Offer validity management

Control

The user specifies the validity dates of the offer – from and to – ensuring transparency for the trader and precision in trading activities.

ONe Quotation Tool on a desktop and a smartphone

Readiness to act anywhere

Accessibility

Thanks to its accessibility on mobile devices, the offer can be prepared and sent even during a meeting with the trader.

ONe Quotation Tool – automatically generated PDF quote

Automatic generation of PDF files

Automation

A ready-to-send offer is created with a single click – complete, personalised, ready to go.

HOW IT WORKS

How the Quotation Tool works: quote, PDF, customer acceptance, basket and order

Quotation Tool in practice

Quotation Tool is a tool that gives your customers real support in their daily work. It is more than just convenience – it is increased control over your offer, faster sales processes and a professional presentation aimed at the end customer (e.g. the installer’s client).

It’s functionality that simplifies your customers’ activities while strengthening their relationship with your platform.

  • Create an offer

  • Generate and send

  • Confirm acceptance

  • Order products

Did you know that...

ONe is a constantly evolving platform that stays in close contact with its customers. Every month, we organise webinar meetings during which we present new, ongoing and planned projects.

Stay in touch with us and keep up to date with the new features we implement every month.

More about ONe

BENEFITS

Real value for your platform users

  • Saves time

    Offers are created quickly, without the need to copy data or edit manually.

  • Full flexibility

    Ability to add your own products and services and to set individual prices.

  • Professional image

    Aesthetically pleasing, consistent PDF offer with logo and customer details.

  • Mobility

    Access to the quotation book also on your phone, allowing you to work in the field or during meetings.

  • Smooth purchasing process

    An offer can be instantly converted into a shopping cart and further processed as an order.

  • Rise above the competition

    Explore all of ONe’s functionalities, both those ready to be implemented in your company today and those we will tailor to your business.

    See more

Let’s work together

Achieve more, faster with our cutting-edge B2B platform. Streamline your sales processes, boost operational efficiency, and build stronger customer relationships. Get in touch with us today to see how we can help your business grow.

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