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Create accurate, professional quotes directly from your CRM and reduce delays between opportunity and proposal.

Quoting is often where sales momentum slows down.

Pricing is calculated manually. Templates are adjusted in Word. Versions are emailed back and forth. Errors creep in. Opportunities stall.

Quotes for Maximizer removes that friction by allowing your sales team to generate structured, branded proposals directly from CRM data.

Avrion ensures your quoting process is designed around your pricing logic, approval structure and commercial workflow.

Digital Transformation
on your Terms.

Schedule a structured discovery conversation that will help define priorities and reduce risk.

Contact us today

Why quoting inefficiency costs revenue

What Maximizer Quotes delivers

A well-implemented quoting solution enables you to:

  • Generate quotes directly from opportunity data
  • Apply structured pricing rules
  • Manage discount approvals
  • Create professional branded documents
  • Track quote status within CRM
  • Convert approved quotes into orders efficiently

     

The goal is speed without sacrificing control.

The Avrion approach to Maximizer Quotes

We do not simply install a quoting tool. We calibrate it to your commercial model.

Our implementation focuses on:

  • Defining pricing structures and logic
  • Building product and service catalogues
  • Aligning discount approval workflows
  • Designing document templates
  • Connecting quotes to pipeline reporting

This ensures quoting underpins forecasting accuracy and sales discipline.

Key capabilities of Quotes for Maximizer

CRM driven proposal generation

Sales teams can create quotes directly from opportunity records, ensuring:

  • Accurate customer data
  • Correct deal values
  • Consistent formatting
  • Reduced duplication of effort

Saving time and reducing risk.

Approval and governance controls

Maintain control over commercial terms by:

  • Triggering approval workflows for discounts
  • Enforcing margin thresholds
  • Tracking version history
  • Maintaining audit trails

Protecting profitability and compliance.

Quote tracking and reporting

With quoting embedded into CRM, you gain visibility into:

  • Quotes sent and pending
  • Conversion rates from quote to win
  • Average proposal turnaround time
  • Revenue impact of discounting

Improving both performance management and forecasting.

Integration with wider systems

Quotes for Maximizer can connect with:

  • DocuSign for contract progression
  • Finance systems for order and invoice initiation
  • ERP platforms for fulfilment processes
  • Advanced reporting tools for management insight

Creating a seamless transition from proposal to revenue.

Experiencing delays or inconsistency in quoting?

If proposal turnaround is slow, pricing lacks structure or quote visibility is limited, a Business Health Check can identify where quoting improvements would increase sales speed.

We assess:

  • Current quoting workflow
  • Pricing and approval structure
  • CRM alignment
  • Reporting and forecasting impact

Providing practical recommendations aligned to revenue growth.

Book a Business Health Check Today!

Planning to improve your quoting process?

If you want to reduce friction between opportunity and signed agreement, a discovery conversation will help define the right quoting structure.

A structured discovery conversation will help you:

  • Simplify pricing processes
  • Improve proposal speed
  • Maintain commercial control
  • Calibrate quoting with pipeline reporting
Book a Discovery Call

What do our customers say?

“We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. Avrion has now linked our Maximizer with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.”

Craig Sansom – Prestige

“Avrion is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”

Tom Crowther – Belvoir

“Avrion has, from the start, been very honest and clear about what we can achieve without spending vast sums of money on an entirely new system. We now have a system that can evolve as the development does, to improve and continually improve account visibility for our homeowners and improve cash flow by utilising the automation that we required.”

Carly Cullen – Priors Hall Park Management

“We would highly recommend Avrion for both CRM and tech support applications. We recently upgraded our tech support function for both internal and external support requests. This has improved our response times, planning, service level agreements and overview of the department. Avrion is always ready to suggest improvements and evolution for our business. A big thanks to Dave, Nick and Sam at Avrion for their work on this project.”

James Blair – SPM Instrument UK

“At our internal review in 2019 we, as a company, asked if we were doing ourselves justice using Maximizer as our CRM solution or was there something better? We concluded that the price point for the system gives us a budget to develop our own specific customisations that are more beneficial for productivity and efficiency as well.”

Cole Fellows – The Insurance Network

“Avrion truly understood our business and tailored Dynamics 365 to fit our needs. The phased approach made adoption seamless, and we’re already seeing major time savings. Our internal processes are now streamlined, and we’re well-positioned for future growth. It’s a game-changer for us.”

Raj Mahay – Resin Products

“Data is one of the most valuable assets any business has, but unlocking its true value depends on quality, meaningful analysis, and having the right tools and skills to turn insights into strategy and revenue. Having worked with Avrion, I can say they really do bring the expertise to help businesses make that transformation!”

Catherine Royle – Restore plc

“Working with Avrion has been amazing from start to finish. We use Maximizer as a main system, however we required a bespoke quote tool building for our sales team. From start to finish, the integration of the software and support has been nothing short of phenomenal. Their entire team are very knowledgeable, efficient and nothing is ever too much. We look forward to using Avrion moving forward and continuing a great business relationship.”

Luke Hogg – Knoxford Fabrications

“Avrion enabled the changes to revolutionise our workflow through small steps that added huge impact. Not many people do that.”

Cole Fellows – The Insurance Network

“We first came across Maximizer Sales Leader Edition (SLE) when looking for a CRM system with quoting functionality to replace an aged manual system based mainly on Excel! From development to implementation, each stage was found easy to transact and made easy to understand with the support offered found to be exceptional. Our main area of focus was to improve systems to reduce stress on resource with minimal impact on the team – this was achieved with great success & the system welcomed.”

Liane Atherton – AAF Air Filters