Recommends compatible components across manufacturers for the application, flags mismatches before the quote goes out, and pulls current pricing from your catalog.
Chemistry & dosing
Recommends chemicals from your catalog and calculates dosage using system parameters and your proprietary formulas and dosing rules. Adjusts quantities automatically when inputs change.
Services & fulfillment
Bundles services with equipment and chemicals in one quote, distinguishes one-time from recurring costs, includes services in profitability calculations, and tracks service delivery after the sale.
Pricing & discounts
Shows required and optional items clearly. Combines their costs, applies customer-specific discounts entered once by the rep, and updates the final total automatically.
Proposal generation
Compiles the items and pricing into a branded PDF with your logo, colors, and contact information. Separates one-time and recurring costs and produces a print-ready proposal instantly, without manual formatting or template management.
Illustrative boiler quote. This cost breakdown is a separate example from the cooling tower proposal below.
The customer-ready output03 / 04
The finished quote
A proposal your customer can actually review.
Three pages from a fully formatted, costed water treatment quote spanning 10+ pages. Open any page for a closer look.
From quoting to order management04 / 04
The next step
The quote is only the beginning.
Coordinate equipment, chemicals, services, and delivery in the same system.
From what the rep sees at the plant to what the driver puts on the site. One system.
