Customer Reviews

Why use Quote Builder?

• 24/7 easy and accurate quoting, ordering and change orders.
• Your time is valuable make your sales team and dealership more efficient and profitable.
• Eliminates searching through dealer book.
• One stop access for managing all your quotes and orders.
• Up to date “real time” pricing and option availability.
• Provide a professional detailed quote with your logo, dealer add-ons, licensing, shipping and final pricing in minutes.
• Beating your competition with fast quotes means closing more sales.
• Custom trailer orders and special requests will be reviewed with a push of a button.
• Upcoming photos of models and options will be a great sales tool to use with your customers.
• Order your trailer with a push of one button

This program will assist your sales team in learning your product lines and give them opportunities to add features that they may not think to ask while speaking with retail customers. All quotes can be created, edited, e-mailed to customer, and ordered with ease. As a sales manager you will have the capability of tracking your sales team.

CIS Configurator was exactly what we needed in ease of use as we guide our Sales Team through simple questions and resolve the answers to our product codes to generate custom quotes.

The integration of Quote Builder to Model Builder and the configurations is what sold us on the tool. The question and answer scheme that has been established in Model Builder is simple to use and easy to program once you have an understanding of how the Exceptions and the other tools truly work.

CIS has been a great partner in adding customizations to fit our needs, customer service is first rate and they have been a great asset in getting our implementation setup and running.

Ktwo machinery are a manufacturer of high-quality farm machinery, based in Aylesbury, Buckinghamshire in the UK. A family business, established in the nineteen eighties and who are known for innovation and quality.

Ktwo purchased CIS Configurator back in 2018 whilst looking for a new ERP. They chose SAP Business One, as they had a need for a Configurator to help build the machines and generate a Bill of material and CIS is the only configurator that works inside and outside of SAP Business One and is fully integrated.

Ktwo needed to solve a problem, as the production and sales systems didn’t talk to each other and they were entering endless amounts of information into Excel spreadsheets. When they implemented CIS and SAPBO that problem went away, so now with increased orders, the addition of CIS and Business One, we have streamlined our operations.

Trevi, is the only producer of products for in-ground and above-ground pools completely manufactured in Quebec, the company ranks among Quebec’s largest with over 1200 employees. With stores in Greater Montreal as well as stores in Calgary, Trevi relies on a national and international distribution network to serve the residential and institutional segments of its North American and European markets.

Trevi have been using CIS Configurator since 2017 and is used with Sage 300 and Auto-Simply. Almost all our pools are custom made. We supply the raw materials needed to make those pools, so we use CIS Configurator to work out all of the components needed for each custom pool, from the number of panels needed to all the accessories.

After using Sage for many years, it was obvious to try to find a solution that works with it. CIS works seamlessly with Sage 300 ERP, the bill of materials are created by CIS Configurator and sent to Sage 300 automatically, reducing double entry. CIS also feeds AutoSimply with a bill of material, which is used to create the production order.