Why quoting inefficiency costs revenue

What Maximizer Quotes delivers

A well-implemented quoting solution enables you to:

  • Generate quotes directly from opportunity data
  • Apply structured pricing rules
  • Manage discount approvals
  • Create professional branded documents
  • Track quote status within CRM
  • Convert approved quotes into orders efficiently

     

The goal is speed without sacrificing control.

Key capabilities of Quotes for Maximizer

CRM driven proposal generation

Sales teams can create quotes directly from opportunity records, ensuring:

  • Accurate customer data
  • Correct deal values
  • Consistent formatting
  • Reduced duplication of effort

Saving time and reducing risk.

Approval and governance controls

Maintain control over commercial terms by:

  • Triggering approval workflows for discounts
  • Enforcing margin thresholds
  • Tracking version history
  • Maintaining audit trails

Protecting profitability and compliance.

Quote tracking and reporting

With quoting embedded into CRM, you gain visibility into:

  • Quotes sent and pending
  • Conversion rates from quote to win
  • Average proposal turnaround time
  • Revenue impact of discounting

Improving both performance management and forecasting.

Integration with wider systems

Quotes for Maximizer can connect with:

  • DocuSign for contract progression
  • Finance systems for order and invoice initiation
  • ERP platforms for fulfilment processes
  • Advanced reporting tools for management insight

Creating a seamless transition from proposal to revenue.

Experiencing delays or inconsistency in quoting?

If proposal turnaround is slow, pricing lacks structure or quote visibility is limited, a Business Health Check can identify where quoting improvements would increase sales speed.

We assess:

  • Current quoting workflow
  • Pricing and approval structure
  • CRM alignment
  • Reporting and forecasting impact

Providing practical recommendations aligned to revenue growth.

Planning to improve your quoting process?

If you want to reduce friction between opportunity and signed agreement, a discovery conversation will help define the right quoting structure.

A structured discovery conversation will help you:

  • Simplify pricing processes
  • Improve proposal speed
  • Maintain commercial control
  • Calibrate quoting with pipeline reporting

What do our customers say?

“Data is one of the most valuable assets any business has, but unlocking its true value depends on quality, meaningful analysis, and having the right tools and skills to turn insights into strategy and revenue. Having worked with Avrion, I can say they really do bring the expertise to help businesses make that transformation!”

Catherine Royle – Restore plc

“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”

Chris Howard – BearingNet

“Avrion’s AI and automation solution transformed our operations. What used to take three full-time staff days to process now happens automatically - accurately, consistently, and at scale. We’ve reclaimed time, reduced errors, and empowered our team to focus on higher-value work. It’s been transformative.”

COO at a leading UK waste management company

“Integrating over 30 acquisitions, meant harmonising over 60 customer databases. Impressive, but of little use if the data is unstructured. Maximizer meant structured data, yes it requires focus, but the output is efficient to say the least; the new improved pipeline made us twice as effective, cross selling across the 5 business units - closure went up 4-fold. Integrating this with front line operational calls gave us a holistic view, reducing hundreds of days spent on internal calls, joining up the dots for our customers. Opportunities grew by over 20% with straightforward data polishing. The icing on the cake was with GDPR, good process with opt-outs and customer choice on contact options. When you feed this into the business it allows us to be focussed on the day-to-day operation, the back-end processes of store, scan and shred just become slicker – our focus with customers substantially better. Hundreds of hours freed up for improvements on invoicing, value added services, the day to day delivery with document management. Our project involved coupling existing platforms with new CRM technologies, training and a complex project roll-out. Avrion managed the transition without fuss or any ‘catch-you’ extra fees – a job well done.”

David English – Restore plc

“After a feasibility study designed to ascertain which CRM to integrate into our business, I found that Avrion put together the best end scenario and product, Maximizer, to take our business forward. The team at Avrion showed their diligence and knowledge, which was a clear deciding factor in instigating our partnership. We look forward to strengthening our relationship going forward, as CRM evolution never stops! We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. Avrion has now linked our Maximizer with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.”

Craig Sansom – Prestige

“I’m using Power BI a lot more now than I did when we started with creating refreshable dashboards for the Senior Leadership Team and other management levels showing different elements of the business. We are doing this by implementing the data warehouse built by Avrion, which is very handy. I love Power BI and think it is such a great tool that every business can have/use as it turns your raw data into a story that shows different aspects from the company over time.”

Dan Costin – Restore Datashred

“Working with Avrion has been easy – not just because they understand the business, but because they are open to helping make things work. The answer is almost never “no” – but if it is – there is always an alternative solution to get around the issue put forward.”

Charlotte Hurrell – Belvoir Group

“We would highly recommend Avrion for both CRM and tech support applications. We recently upgraded our tech support function for both internal and external support requests. This has improved our response times, planning, service level agreements and overview of the department. Avrion is always ready to suggest improvements and evolution for our business. A big thanks to Dave, Nick and Sam at Avrion for their work on this project.”

James Blair – SPM Instrument UK

“Working with Avrion has been amazing from start to finish. We use Maximizer as a main system, however we required a bespoke quote tool building for our sales team. From start to finish, the integration of the software and support has been nothing short of phenomenal. Their entire team are very knowledgeable, efficient and nothing is ever too much. We look forward to using Avrion moving forward and continuing a great business relationship.”

Luke Hogg – Knoxford Fabrications

“Avrion is able to grasp a concept quickly and turn it into a deliverable that can make a significant difference to a business. They take the time to understand the requirement, taking concepts and ideas and turning them into tangible benefits to achieve the best outcome possible for the customer. I'd 100% recommend Avrion. It's been a dream working with them. They have helped us at every point in this process. I've worked with people in the past where there's a bit of tension, but with Avrion they always helped to direct our journey, in a way that was working with us as a partner, over anything else.”

Jasmin Dudden – Restore Datashred