Turn customer requests into clear, professional quotes without rebuilding information or managing disconnected spreadsheets and documents. Antera’s Quoting module helps your sales team create, customize, deliver, and manage quotes from one connected platform.
Build quotes using customer, product, pricing, decoration, freight, and other order information your team already has in Antera. Present customers with accurate pricing and product details while giving salespeople the flexibility they need to structure each opportunity around the customer’s requirements.
Quote With Confidence
Keep product details, costs, pricing, margins, and customer information together so your team has better visibility before sending a quote. Salespeople can quickly make adjustments as requirements change, helping reduce manual calculations, duplicate entry, and unnecessary back-and-forth.
Once the customer is ready to move forward, the connected workflow helps transition the sale into the next stage of the order process without starting over.
From Quote to Order Without Re-Entering the Work
Quoting is part of Antera’s larger sales and order workflow. Information captured during the sales process can continue forward as the opportunity becomes an order, helping your team work faster while reducing the errors that come from entering the same information multiple times.
Make Every Document Your Own
Every customer-facing document can be customized to match your business, your brand, and the way you work. Control the look and feel, colors, branding, layout, and enabled fields to determine exactly what information appears on each document.
You can configure documents to provide customers with the information they need while removing fields that aren't relevant to your workflow. For documents where payment is appropriate, you can even include payment buttons, making it easier for customers to take action and helping your team move from quote to payment faster.
Whether you're creating quotes, invoices, or other business documents, Antera helps you deliver a consistent, professional experience throughout the customer journey.
Customization Options
✓ Look & Feel — Create professional documents that reflect your brand.
✓ Colors & Branding — Customize colors and visual elements for a consistent customer experience.
✓ Enabled Fields — Control which fields and information are displayed.
✓ Document Layout — Configure how information is organized and presented.
✓ Payment Buttons — Add convenient payment options to applicable documents.
✓ Consistent Branding — Maintain a polished look across customer-facing documents.
Your Documents. Your Brand. Your Way.
Key Benefits
✓ Professional Quotes — Create polished, customer-ready quotes from one system.
✓ Connected Product Data — Bring products, pricing, decoration details, and customer information together.
✓ Margin Visibility — Give salespeople greater insight into costs, pricing, and profitability before the sale.
✓ Flexible Pricing — Adjust quantities, pricing, products, and other details as customer requirements change.
✓ Less Duplicate Entry — Carry information forward instead of rebuilding the transaction at every stage.
✓ Faster Quote-to-Order Process — Turn approved quotes into orders and keep work moving.
✓ Centralized Visibility — Keep quotes connected to the customer and the rest of your sales activity.
Create the Quote. Win the Business. Keep the Order Moving.