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TEQuote - Features and Benefits


TEQuote offers a complete technical equipment quoting solution. It is especially effective for salespeople in the truck equipment industry. TEQuote gives you control over the entire quoting process to help streamline your business processes. No matter what competitive situation you find yourself in, TEQuote gives you the flexibility you need. In addition, TEQuote allows for products from multiple manufacturers to be easily quoted through a user-friendly step-by-step process. TEQuote is ideal for the traveling salesperson as well as the inside sales coordinator.
  • Quote products from multiple manufacturers and vendors
  • Define equipment configuration rules
  • Quickly update parts and pricing information
  • Bundle labor cost into the pricing of products
  • Multiple pricing options allows flexibility in pricing quotes
  • Quickly generate a quote using a fast step-by-step process
  • Define your own quote formats using Microsoft Word
  • Can export quote data to back-office accounting systems
  • Interface with contact management applications such as ACT and Microsoft Outlook

 
Features
  • TEQuote uses body and equipment model templates to guide you through the quoting process.
  • TEQuote can quote a variety of bodies and equipment made by different manufacturers on a single quote.
  • You can quickly and easily update your part and pricing information to reflect steel surcharges or vendor product changes.
  • Quotes equipment with your cost of labor included in the pricing.
  • Pricing can be customized with TEQuote’s flexible margin percentage settings. Pricing can be set per line item on the quote.
  • The Quote Wizard leads you through a step-by-step quoting process
  • Quote information can be exported to back-office accounting and ERP systems
  • TEQuote can interface with contact management software (CMS), such as Microsoft Outlook, ACT and Goldmine.
  • Quotes are formatted using Microsoft Word. Word is the only other program required for TEQuote
  • TEQuote can accommodate different labor rates for various branch locations within an organization
  • TEQuote has customized reporting capability for sales and quote management
  • TEQuote can produce bid and product specification documents in addition to quotes
  • TEQuote has a built-in "Help" feature to answer questions and provide information
Benefits
  • Building model templates ensures that your salespeople quote the right products for the right vehicles.
  • With TEQuote you can quote truck bodies, snowplows, tarps, aerial devices, other equipment, and parts made by different manufacturers all on a single quote! This gives you the ability to quote a complete job quickly and easily.
  • Since TEQuote uses a Microsoft SQL Server database, updating and changing data is a snap. Prices can be changed by part, product type, vendor, or category to make for easy cost management.
  • You can build labor pricing into your parts so that equipment can be quoted at the installed price. This ensures that your products are quoted with the right amount of installation, paint, or fabrication labor necessary to do the job.
  • TEQuote’s pricing structure gives you flexible control over your equipment and installation pricing. Each line item can be priced uniquely. Viewing the total cost and labor hours included on each quote gives you the information you need to price quotes effectively.
  • The Quote Wizard ensures that critical information is included on quotes. You can easily follow the steps to a complete and profitable quote.
  • Quote data can be exported to accounting or ERP systems for job order processing, creating a bill of materials or invoices. An interface to Quickbooks version 2003 or later is included with TEQuote. This saves you time by instantly exporting your quote information to your business software.
  • TEQuote can create quotes for contacts in various contact management systems. The quote data produced in TEQuote can also be exported to these systems for use in forecasting.
  • Using Microsoft Word gives you control over how your quotes appear. There is no other application required for TEQuote other than Word and that saves you money!
  • Multi-branch companies can set up individual branch labor rates within the TEQuote system. This means that branches can share part, model, and quote data and still price items with their unique branch labor rates.
  • Sales managers can customize reports that show quote detail, status, and cost and profit information. These reports give a clear picture of what products are being quoted, whom the quotes are being prepared for, and the profitability of the quotes.
  • TEQuote gives you the ability to print out bid and product specifications, and other graphical documents as well as quotes. This saves time in producing price bids and gives customers a clear image of the products they are buying.
  • The "Help" feature is a great way to get answers to your questions about TEQuote. The Help feature saves time by giving you instant access to the information you need.

TEQuote Update Contract

A Free 12 month Update Contract is included in the initial purchase of each license of TEQuote. The TEQuote Update Contract allows users to download the latest updates of TEQuote as they become available. We encourage our customers to maintain a current Update Contract for TEQuote. Customers can renew their Update Contract for $75 per License for a 12 month period, while their current Update Contract is still valid. Once their Update Contract expires, customers can renew their TEQuote Update Contract through the next Contract Expiration Date for a fee of $100. Current TEQuote Update Contract holders will be sent renewal reminder before their Contract Expiration Date.


TEQuote System Requirements

TEQuote 5 - PC Installation

Hardware Requirements:
  • 1 GHz processor with 1GB of RAM
Recommended Hardware:
  • 2 GHz processor or greater with 1GB of RAM
Software Requirements:
  • Windows XP Pro (Service Pack 3) - Windows 8
  • Microsoft Office 2003 - 2010
  • SQL Server 2005 - 2012

TEQuote 5 - Server Installation

Hardware Requirements:
  • 2 GHz processor with 2GB of RAM
Recommended Hardware:
  • 2 GHz processor or greater with 4GB of RAM
Software Requirements:
  • Windows Server 2003 - 2012
  • Microsoft Office 2003 - 2010
  • SQL Server 2005 - 2012

TEQuote 6 - PC Installation

Hardware Requirements:
  • 2 GHz processor with 2GB of RAM
Recommended Hardware:
  • 2 GHz processor or greater with 4GB of RAM
Software Requirements:
  • Windows XP Pro (Service Pack 3) - Windows 8
  • Microsoft Office 2003 - 2010
  • SQL Server 2005 - 2012

TEQuote 6 - Server Installation

Hardware Requirements:
  • 2 GHz processor with 4GB of RAM
Recommended Hardware:
  • 3 GHz processor or greater with 12GB of RAM
Software Requirements:
  • Windows Server 2008, 2012
  • Microsoft Office 2003 - 2010
  • SQL Server 2008, 2012

Additional Notes

  • TEQuote supports 32-bit & 64-bit operating systems.
  • TEQuote supports SQL Server Express edition.
  • QuickBooks support for Version 2003, 2004 or 2005, Standard, Pro or Premier, U.S. editions only.

Please contact our Customer Support by email at [email protected] or call 800-565-6576 on what versions will work best with your organization.

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