Maximizer Quotes
Faster proposals with greater control
Create accurate, professional quotes directly from your CRM and reduce delays between opportunity and proposal.
Quoting is often where sales momentum slows down.
Pricing is calculated manually. Templates are adjusted in Word. Versions are emailed back and forth. Errors creep in. Opportunities stall.
Quotes for Maximizer removes that friction by allowing your sales team to generate structured, branded proposals directly from CRM data.
Avrion ensures your quoting process is designed around your pricing logic, approval structure and commercial workflow.
Digital Transformation
on your Terms.
Schedule a structured discovery conversation that will help define priorities and reduce risk.
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.
The Avrion approach to Maximizer Quotes
We do not simply install a quoting tool. We calibrate it to your commercial model.
Our implementation focuses on:
- Defining pricing structures and logic
- Building product and service catalogues
- Aligning discount approval workflows
- Designing document templates
- Connecting quotes to pipeline reporting
This ensures quoting underpins forecasting accuracy and sales discipline.
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?
“After almost a year of trying unsuccessfully to engage with our existing partner, trying to get them to talk about upgrading and personalising the system, we decided to switch over to Avrion. Avrion had been in conversation with us and once we engaged with them, they immediately gave us something unique. They allowed us to effectively have an off-the-shelf CRM system that we could customise – at affordable rates. Rates that are competitive for SMEs.”
Cole Fellows – The Insurance Network““The reason why I like working with Jon is because he always comes up with a solution. This was a small project but it has a big impact and solves lots of time problems. I can now make updates to the communications that go out myself and don’t need the support of Avrion for this going forward, although they are always on hand if I need help.””
Jane Margetts – Restore Records Management“Avrion built the system according to our needs and fine-tuned it as required once we began to use it. They have been very supportive throughout and helped us navigate through the entire process.”
Carly Cullen – Priors Hall Park Management“Avrion has, from the start, been very honest and clear about what we can achieve without spending vast sums of money on an entirely new system. We now have a system that can evolve as the development does, to improve and continually improve account visibility for our homeowners and improve cash flow by utilising the automation that we required.”
Carly Cullen – Priors Hall Park Management“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”
Chris Howard – BearingNet“Maximizer CRM has been an invaluable tool. It enables us to be very efficient, keep on top of client projects and opportunities, and deliver the service we want to for our customers.”
Graham Cording – Smart Presentations“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“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.”
Jasmin Dudden – Restore Datashred“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“With our workload and team outgrowing our old method of workflow management, we needed a solution. Having worked with Avrion in the past, we asked them to take a look. Dave, Nick and Sam took the time to go through our process with us. It was decided that a ticketing system was required - the guys set up what we required and assisted us whilst we inputted our data and got it going. I think the level of customer service we have received from Avrion is 5 stars.”
Mike Bevan – SPM Instrument UK