Internal Quick Quoting

Create fast, personalized quotes — without leaving your dashboard.

DigiFabster’s Internal Quick Quote Generation tool gives your team the ability to generate professional, accurate quotes in just a few clicks. Whether you’re responding to a call, email, or in-person request, you can create quotes on demand — using saved pricing rules, customer profiles, and custom adjustments as needed.

It’s a must-have tool for estimators, sales engineers, and anyone managing quotes in a busy machine shop, fabrication shop, or custom manufacturing environment.

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🔧 What It Does

With this feature, you can:

• Generate quotes manually from the admin panel
• Select an existing customer or add a new customer instantly
• Apply saved pricing logic or override with:
  • Custom pricing rules
  • Manual discounts
  • Special payment terms
• Add notes, adjust quantities, and finalize quote details in minutes
• Maintain pricing consistency while offering personalized service

Quotes are stored within your Order Management panel and tied to the customer for easy tracking and re-quoting.

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🏭 Problems This Solves

Problem: Quoting by email or Excel is slow and error-prone
✅ Solution: Generate quotes directly in your quoting system with live access to customer data and pricing models.

Problem: Need to apply special pricing for certain clients
✅ Solution: Override pricing or offer discounts without affecting global rules — all within the quote.

Problem: Manually entered quotes lack history or tracking
✅ Solution: All internal quotes are saved under the customer profile, improving visibility across your order management system.

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🚀 How It Works

1. Go to your Orders and click Create New Quote
2. Choose an existing customer or create a new one on the spot
3. Upload files
4. Adjust pricing if needed
   – Use standard pricing, or apply custom discounts and payment terms for the selected customer
5. Send or save the quote as draft
   – Quote is saved in your Order Management panel for future reference, approval, or conversion to order.

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💡 Pro Tip

Use this tool when a customer requests a quote outside the widget — like via phone, email, or trade show contact. You can still deliver consistent, branded quotes using your cost estimation software and quoting rules, while offering a personal touch.

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