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?

“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

“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

“We found the team at Avrion really understood our needs. It felt like they’d seen it all before, and that gave us confidence from day one. With Maximizer CRM, what it really does is allow us to track that from start to result stage… it’s helped change the mentality of our business.”

Chris Harrison – Heidelberg Materials Contracting

“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

“Avrion is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”

Tom Crowther – Belvoir

“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

“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

“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

“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

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

Chris Howard – BearingNet