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Description
The ADV software streamlines the entire sales workflow on a single interface, facilitating everything from budget creation to order completion and invoice generation. While preparing a quote, you can conveniently email it to the client and monitor all dispatched quotes until they convert into actual sales. To initiate a budget, navigate through Launches \ OS Sales \ OS Sales and select the New Budget option, or alternatively, right-click on the desktop, choose Sales OS, and then click on New Budget. You can identify the customer by entering the beginning of their name or a portion of it, and to search using just the initial, hit enter; for searching by a part of their name, simply click the button beside the input field. If the customer is not already in the system, you can register them by clicking on the underlined customer field. After selecting a customer, you can then click on the button at the top to retrieve related details, including the seller, payment terms, payment type, and carrier information, ensuring a comprehensive overview before finalizing the budget. This integrated approach not only enhances efficiency but also improves communication with clients throughout the sales process.
Description
A tool that is tailored to your products allows you to design your railings. You can design in 2D and view it in 3D from all angles. With just a click, you can instantly generate parts lists and get quotes. Railing Designer can be customized to your products. We can easily onboard your parts and create rules for your personal design platform. Customers and your sales team now have the ability create and share their ideal design online in a 2D platform. This allows you to communicate with your customers quickly and effectively, resulting in shorter sales cycles and less rework. The designer will automatically calculate your products, pricing, building rules, and other details so you can design accurately. This allows for quick quotes and easy revisions. You can keep track of each customer and the materials they require to fulfill their orders. You have complete control over every step of the order management process.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ADV Tecnologia
Founded
1994
Country
Brazil
Website
www.advtecnologia.com.br/
Vendor Details
Company Name
RoleModel Software
Country
United States
Website
lightningcad.com/dpq/railings
Product Features
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management
Product Features
3D Architecture
2D Drawing
Animation
BIM Modeling
Component Library
Data Import / Export
Landscape Design
Virtual Tour
