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’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

“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

“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

“Working with Avrion has been amazing from start to finish. We use Maximizer as a main system, however we required a bespoke quote tool building for our sales team. From start to finish, the integration of the software and support has been nothing short of phenomenal. Their entire team are very knowledgeable, efficient and nothing is ever too much. We look forward to using Avrion moving forward and continuing a great business relationship.”

Luke Hogg – Knoxford Fabrications

“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 a feasibility study designed to ascertain which CRM to integrate into our business, I found that Avrion put together the best end scenario and product, Maximizer, to take our business forward. The team at Avrion showed their diligence and knowledge, which was a clear deciding factor in instigating our partnership. We look forward to strengthening our relationship going forward, as CRM evolution never stops!”

Craig Sansom – Prestige

“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

“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

“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

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