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 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“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 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“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.”
Raj Mahay – Resin Products“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““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“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“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“We were looking for best service provider for our CRM system and we came across with Avrion in 2016 and since then we have never turned back in terms of CRM system. This was our best step to move with Avrion as they understood our requirement quickly with excellent solutions and also within our budget. Working with Avrion is wonderful experience; we never need to approach them for any issues as they are always one step ahead by taking regular follow-ups. They are quick and punctual in terms of completing project. We have undertaken many projects so far and are more than happy to say that their solution is up to the mark. Avrion's people are the greatest asset of the company. I really recommend Avrion not only CRM system but for many other IT solutions as well.”
Satish Ghaghada – CWC“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