Apps for Business - Project Documentation
Challenged by cumbersome financial software not optimised for quotations or a customised product range, Inlite required an agile solution in order to deliver fast and accurate service to it's client base. A custom project documentation application was designed and implemented for desktop and devices, drawing on the mass of detailed product data available in the Inlite website product inventory. Linking the product inventory, the CRM, and the new project documentation app meant an integrated system tieing multiple business elements together and eliminating duplication of tasks.
The project documentation app was customised to the Inlite's specific workflow and tailored to allow fast production of quotations from a complex array of products and associated components and accessories. Quotation times were subsequently reduced from 45 minutes to under 10 minutes, delivering real and tangible impacts on service and profitability.
Quotations, invoices, and order confirmations are all exportable to PDF in a range of selectable print ready formats.
Quotations may be exported as branded and formatted presentations, displaying all pricing and technical product information as well as installation images, product pictures, and links to product downloads. Documents are dynamically generated on the fly for a detailed and comprehensive level of presentation.