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BankU ERP / Quotations

Make every quotation easier to understand.

A quotation should make the proposed work and its price clear. Put scope, quantities and commercial terms in a form the customer and your own team can review.

Talk to our team Take a closer look

Ask our team which modules are available.

WHAT TO EXPECT

Quotations in practice.

Explore the records and processes your team uses.

Clear scope

Describe the proposed items or services precisely enough that the customer can see what is included and what needs separate agreement.

Commercial details

Check quantities, pricing, validity and other commercial terms before a quotation is shared, using the approvals required by your organisation.

Version context

Keep revisions understandable so the customer and team do not rely on different versions when discussing the proposed work or pricing.

HOW TO APPROACH IT

How the work is organised.

Start with these three steps.

  1. 01

    Describe the work

    Confirm the customer's need and write the scope in terms that both sides can understand.

  2. 02

    Review the figures

    Check quantities, prices and applicable terms with the person responsible for commercial approval.

  3. 03

    Confirm the version

    Make sure the customer receives the reviewed version and that any later changes are clear.

WORTH CHECKING

Before you start.

  • Confirm quotation functionality and export options before use.
  • A quotation is not an invoice or payment confirmation.
  • Tax treatment and contractual terms require the appropriate professional review.