Maximizer Quotes

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

“Once we formed a partnership with Avrion, for the first time in seventeen years we were working with a really engaged partner, which is something unique.”

Cole Fellows – The Insurance Network

“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 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

“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 have experienced a huge shift in the efficiency of the business with the all-round delivery of service.”

Tracey Hammond – Dengie

“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

“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

“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

“We first came across Maximizer Sales Leader Edition (SLE) when looking for a CRM system with quoting functionality to replace an aged manual system based mainly on Excel! From development to implementation, each stage was found easy to transact and made easy to understand with the support offered found to be exceptional. Our main area of focus was to improve systems to reduce stress on resource with minimal impact on the team – this was achieved with great success & the system welcomed.”

Liane Atherton – AAF Air Filters