Frequently Asked Questions (FAQs)

Yes. Quotationer is a cloud-based business software platform that can be accessed through a web browser. It enables businesses to manage quotations, sales, purchasing, inventory, accounts, service and other business processes from a centralized platform.

Yes. Quotationer is designed to work across computers, tablets and mobile devices through a web browser. This allows users to access business information whether they are working from the office, remotely or in the field.

Yes. Quotationer can be installed as a Progressive Web App (PWA) on supported devices and browsers, providing convenient access without requiring a traditional desktop installation.

Yes. Quotationer supports multiple users and user access can be configured according to the requirements of your business. This allows different team members to work with the system while maintaining appropriate access and responsibilities.

Business data is maintained within the Quotationer cloud environment and protected through regular backup and data protection processes. Backup and retention policies may vary depending on the deployment and plan.

Yes. Quotationer supports configurable document layouts and profiles. Businesses can customise document structures, branding, headers, columns, terms, tables and other elements according to their requirements.

Yes. Quotationer supports configurable fields and columns so businesses can capture information specific to their products, customers, projects and workflows.

Yes. Quotationer supports formula-based calculations and configurable parameters for business documents and pricing workflows. This can help automate calculations based on quantities, specifications, costs and other business values.

Yes. Multiple document profiles can be configured for different business requirements. Each profile can have its own layout, fields, calculations, branding, terms and other document settings.

Yes. Quotationer supports product images in business documents, allowing quotations and other documents to present products more clearly and professionally.

Yes. Quotationer supports workflows that allow businesses to continue from quotations into sales orders, invoicing, delivery and payment processes, depending on the modules enabled for the business.

Yes. Quotationer supports RFQ management and vendor comparison, helping businesses collect supplier quotations and compare pricing and other commercial information before purchasing decisions are made.

Yes. Quotationer includes costing and profit estimation capabilities that can help businesses calculate product or project costs, evaluate selling prices and understand expected profitability before preparing quotations.

Yes. Quotationer provides inventory and stock management capabilities for businesses that need to track products across purchasing, sales and delivery workflows.

Yes. Quotationer includes accounts and payment management capabilities to help businesses monitor payments, outstanding balances and related financial information.

Yes. Quotationer supports the preparation of technical and commercial offers for projects, tenders and customer requirements, with configurable document structures and business information.

Yes. Businesses can manage purchasing workflows including RFQs, supplier comparisons, purchase orders and related purchasing documents, depending on the modules enabled.

Yes. Quotationer can support service tickets, customer complaints, warranty-related workflows, maintenance contracts, scheduled maintenance and service activities.

Yes. For businesses that sell and maintain products or equipment, Quotationer can connect processes such as purchasing, sales, installation, warranty, service and maintenance to provide a broader product lifecycle view.

Yes. You can sign up for Quotationer and explore the available features before selecting the plan or configuration that best fits your business requirements.

Licensing depends on the selected product edition, modules, users and business requirements. Contact our sales team for a plan or licensing configuration suitable for your organisation.

Yes. Quotationer is designed as a modular business platform. Businesses can select the modules relevant to their operations and expand the system as their requirements grow.

Yes. Quotationer can be configured around different business processes, document requirements and operational workflows. For organisations with specific requirements, our team can discuss the appropriate deployment and configuration approach.

Implementation and training support can be provided based on the selected solution and business requirements. Contact our team to discuss onboarding, configuration, training and deployment requirements.

If you need assistance with Quotationer, configuration, account access or business workflows, contact our support or sales team. Our team can help with product-related questions and implementation requirements.

If you cannot find the information you need, contact the Quotationer team and describe your requirement. We can help you understand the available features, modules and configuration options for your business.