DIGITISING QUOTATION MANAGEMENT

QUOTATION MANAGEMENT SYSTEM

Inventify Quotation Management Tool is built to transform your quotation process from manual, fragmented spreadsheets to a single, intelligent platform that creates a continuous learning loop, helping teams refine pricing, configuration strategies, and sales narratives—ultimately improving win rates over time:

CHALLENGES

MedTech Industry Challenges in Quotation Management

Managing quotations for complex high-value capital equipment often relies on manual processes that lead to:

  • Slippages in tracking quotation status and follow-ups with clients.
  • Inability to benchmark current quotes against historic prices and similar configurations.
  • Non-standardized business-case inputs across products, markets, and sales teams.
  • Limited control and visibility or no audit trail explaining why prices or terms changed at various approval stages across the commercial organisation.

PRODUCT MODULES

Business Case Builder

Capture asset usage, consumables, and multi-year spare parts revenue associated with each asset over its lifetime.

Standardize assumptions and inputs so that every quote is comparable and reviewable.

Financial Analysis Engine

Evaluate margin, profitability, and payback at deal level.

Benchmark proposed quotes against historical quotes with similar configurations.

Quotation Generation

Create professional, consistent quotations aligned with configured specs and approved pricing.

Maintain a complete history of all versions to support negotiation and audit requirements.

MIS & Analytics

MIS reports on quotes, pipeline, and sales.
Track popular configurations, win rates, margins, and pricing trends.
Margin analysis by deal, region, and product.
Analyze won/lost quotes to refine strategy.

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WHO IS IT FOR?

Inventify Quotation Management Tool is designed specifically for such complex, high-value, configuration-based deals.

Sales teams handling quotations for complex and high value capital equipment need to: Configure product specifications for complex solutions.

Build a comprehensive business case, including asset usage, consumables, and spare parts for the entire life of the asset.

Generate accurate, timely quotations that can be approved and shared quickly with end users.

BENEFITS

Strategic Business Impact

  • Higher deal profitability through structured pricing & configuration benchmarking
  • Improved win rates with data-driven business case validation
  • Consistent commercial governance across regions and sales teams
  • Revenue predictability through real-time quotation-to-pipeline visibility

Operational Performance

30–50%

Reduction in quotation turnaround time

100%

Version-controlled quotation history with full audit trail

Zero

Unapproved pricing deviations outside defined margin thresholds

Sales & Customer Impact

Faster

Client-ready quotations with standardized templates

Data-Backed

Configuration & pricing decisions based on historical performance

Clear

Visibility into lifetime asset revenue, margins & payback

POWERFUL DATA PLATFORM CAPABILITIES
FOR MODERN ENTERPRISES

Improve deal profitability

Better benchmarking of quotes against internal history and market behaviour enables more informed pricing and discount decisions. ​Integrated financial analysis helps evaluate deal profitability over the asset lifetime.

Streamline quotation & accelerate deal velocity

Structured workflows from product configuration to approval and client communication, and standardized templates reduce cycle time from opportunity to submission and improve pipeline visibility..

Strengthen governance

Transparent approval histories and traceable decision logs enhance internal controls and management confidence.

Gain real-time visibility

into pipeline, revenue forecasts, and sales performance for better planning and decision-making.

Quotation Management Stystem

“Inventify Quotation Management Tool is built to transform your quotation process from manual, fragmented spreadsheets to a single, intelligent platform that creates a continuous learning loop, helping teams refine pricing, configuration strategies, and sales narratives—ultimately improving win rates over time ​.”

Inventify Platform
Driving Intelligent Distribution for MedTech OEMs
Customer