{"id":3506,"date":"2026-07-23T18:02:48","date_gmt":"2026-07-23T16:02:48","guid":{"rendered":"https:\/\/www.aqmanager.com\/customer-quotes-and-orders\/"},"modified":"2026-09-09T18:27:07","modified_gmt":"2026-09-09T16:27:07","slug":"customer-quotes-and-orders","status":"publish","type":"page","link":"https:\/\/www.aqmanager.com\/en\/cmms-software\/cmms-features\/customer-quotes-and-orders\/","title":{"rendered":"Customer Quotes and Orders"},"content":{"rendered":"","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":3599,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-edito.blade.php","meta":{"_acf_changed":false,"_yoast_wpseo_title":"CMMS Customer Quotes and Orders - AQ Manager","_yoast_wpseo_metadesc":"Simplify the management of your customer quotes and orders with our CMMS. Save time, secure your exchanges, and optimize the tracking of your services.","footnotes":""},"class_list":["post-3506","page","type-page","status-publish","hentry"],"acf":{"software":"gmao","hero__layout":"screenshot","hero__tag":"CMMS Features","hero__title":"Customer quotes and orders: centralized tracking of your maintenance activity","hero__text":"All your commercial activity in your CMMS. From the first quote to order tracking, improve your relationship with prospects and customers. ","hero__link":null,"hero__link_2":null,"hero__image_or_lottie":true,"hero__image":3517,"hero__lottie":678,"blocks":[{"acf_fc_layout":"focus","focus__blocks":[{"acf_fc_layout":"quote_banner","quote__text":"Your software is user-friendly and gives us the ability to have data always accessible in real time. Price requests, orders, invoices, receiving slips, and spare parts are managed in AQ Manager CMMS. ","quote__image":3522,"quote__name":"T.B.","quote__job":"Methods Engineer \u2013 Helio Print"},{"acf_fc_layout":"choice_software","choice_software__title":"Why choose our CMMS for managing your quotes and orders?","choice_software__text":"Our maintenance management solution adapts with agility to the requirements of each user while offering a complete range of commercial features.","choice_software__video":"","choice_software__advantages":[{"choice_software_type":"image","choice_software__advantage_image":3558,"choice_software__advantage_lottie":"","choice_software__advantage_icon":{"type":"","value":""},"choice_software__advantage_title":"Reduce re-entry and errors on your quotes","choice_software__advantage_text":"Create your <\/span>quotes<\/b>, then convert them into <\/span>customer orders<\/b> upon validation. Avoid manual re-entry and significantly reduce the risk of errors.<\/span>"},{"choice_software_type":"image","choice_software__advantage_image":"","choice_software__advantage_lottie":"","choice_software__advantage_icon":{"type":"ui_icons","value":"expert"},"choice_software__advantage_title":"Accelerate your commercial cycles in maintenance","choice_software__advantage_text":"Reduce the time between commercial proposals and orders. Your interventions can start more quickly and your business gains in<\/span> responsiveness<\/b>.<\/span>"},{"choice_software_type":"image","choice_software__advantage_image":"","choice_software__advantage_lottie":"","choice_software__advantage_icon":{"type":"ui_icons","value":"team"},"choice_software__advantage_title":"Centralize all your prospect exchanges ","choice_software__advantage_text":"Find all your exchanges directly in the CMMS. Offer your customers <\/span>clear traceability<\/b> and <\/span>smooth communication<\/b>, guarantees of trust and loyalty.<\/span>"},{"choice_software_type":"image","choice_software__advantage_image":"","choice_software__advantage_lottie":"","choice_software__advantage_icon":{"type":"ui_icons","value":"piggy"},"choice_software__advantage_title":"Track the profitability of your services in real time","choice_software__advantage_text":"Track precisely the <\/span>costs<\/b> and<\/span> revenues<\/b> associated with each service. Benefit from a complete financial overview, quickly identify the most profitable activities, and anticipate potential deviations.<\/span>"}]}]},{"acf_fc_layout":"advantages","advantages__title":"How does customer quote and order management work in our CMMS?","advantages__advantages":[{"advantages__advantage_title":"Quote creation with standard or custom pricing","advantages__advantage_text":"Generate your own detailed quotes based on <\/span>standard or custom pricing<\/b>, including multiple lines for parts and labor. Create these quotes quickly from an estimate of the work performed, and easily convert them into customer orders once validated. <\/span> ","advantages__advantage_type":"image","advantages__advantage_image":3521,"advantages__advantage_lottie":""},{"advantages__advantage_title":"Electronic validation of quotes and conversion to work orders","advantages__advantage_text":"Thanks to <\/span>customizable electronic signature workflows<\/span><\/a>, your quotes can be validated quickly and sent by <\/span>email <\/b>or via a <\/span>customer portal<\/b>. Once accepted, they are instantly converted into <\/span>work orders<\/span><\/a> and assigned to the relevant technicians. Track their status in real time and facilitate follow-ups!<\/span>","advantages__advantage_type":"image","advantages__advantage_image":3518,"advantages__advantage_lottie":""},{"advantages__advantage_title":"Service contract management and automated renewals","advantages__advantage_text":"Track your <\/span>service contracts<\/b>, with clear visibility on signed contracts, their <\/span>deadlines<\/b> and <\/span>pricing conditions.<\/b> Manage <\/span>renewals<\/b> by tacit renewal or upon expiration notice.<\/span>","advantages__advantage_type":"image","advantages__advantage_image":3519,"advantages__advantage_lottie":""},{"advantages__advantage_title":"Analysis and statistical tracking of your commercial activity","advantages__advantage_text":"Track in real time the activity related to your quotes and customer orders through <\/span>dashboards<\/span><\/a>: number of quotes sent, pending, accepted or rejected, conversion rate, etc. Quickly identify opportunities or bottlenecks.<\/span>","advantages__advantage_type":"image","advantages__advantage_image":3520,"advantages__advantage_lottie":""},{"advantages__advantage_title":"Quote generation from the CMMS mobile application ","advantages__advantage_text":"Create, review, and have quotes validated directly in the field. Thanks to <\/span>the mobile application<\/span><\/a>, access all necessary information in real time and respond immediately to customer needs.<\/span>","advantages__advantage_type":"image","advantages__advantage_image":3523,"advantages__advantage_lottie":""}]},{"acf_fc_layout":"wheel","wheel__title":"","wheel__style":"default"},{"acf_fc_layout":"faq","faq__items":[{"faq__question":"What is a maintenance management system?","faq__answer":"A computerized maintenance management system (CMMS) is a solution that allows you to organize, plan, and track all maintenance activities of a company. It centralizes information related to <\/span>equipment<\/span><\/a>, <\/span>interventions<\/span><\/a>, technicians, <\/span>spare parts<\/span><\/a>, and maintenance requests. Its objective is to improve the reliability of installations, facilitate the work of teams, and better control costs.<\/span>"},{"faq__question":"Can your CMMS connect to an ERP or accounting software?","faq__answer":"Yes. AQ Manager CMMS integrates with your existing software through APIs and connectors. Data can thus be synchronized between your different tools. You avoid duplicate entries, limit the risk of errors, and ensure data consistency across your entire information system. <\/span>"},{"faq__question":"Can quotes automatically generate invoicing?","faq__answer":"Yes. An accepted quote can be automatically converted into an order, then into an invoice once the intervention is completed. This streamlines the end-to-end process and reduces manual administrative tasks while securing the commercial chain. <\/span>"},{"faq__question":"Can customer reminders for pending quotes be automated?","faq__answer":"Yes. It is possible to set up automatic reminders based on quote status. These reminders can be scheduled by email or via a customer portal, to accelerate validations and reduce response times. <\/span>"},{"faq__question":"Is quote\/order data synchronized with inventory and interventions?","faq__answer":"Our CMMS software allows you to manage your activities at 360\u00b0. That is, in the case of quotes and orders, these are directly linked to interventions and inventory. When an order is validated, it can trigger the creation of a work order and automatically reserve or deduct the necessary parts from inventory, ensuring consistent and real-time resource management. <\/span>"}]}]},"yoast_head":"\nCMMS Customer Quotes and Orders - AQ Manager<\/title>\n<meta name=\"description\" content=\"Simplify the management of your customer quotes and orders with our CMMS. 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