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?
“Avrion truly understood our business and tailored Dynamics 365 to fit our needs. The phased approach made adoption seamless, and we’re already seeing major time savings. Our internal processes are now streamlined, and we’re well-positioned for future growth. It’s a game-changer for us. Looking back, partnering with Avrion to implement Microsoft Dynamics 365 was one of the best decisions we made. Our operations are now efficient, our team collaborates seamlessly, and we’re equipped to scale our business with confidence. If your company is struggling with inefficiencies like we were, I highly recommend working with Avrion – they’ll make sure you get a solution that truly works for you.”
Raj Mahay – Resin Products“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“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”
David English – Restore plc“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 is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”
Tom Crowther – Belvoir“Avrion enabled the changes to revolutionise our workflow through small steps that added huge impact. Not many people do that.”
Cole Fellows – The Insurance Network“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 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“We created an automation wish list for Avrion, who were brilliant at listening and communicating as they tailored the project specifically to the scope.”
Carly Cullen – Priors Hall Park Management““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