HEINI · HEINI in Sales
From enquiry to invoice.
The sales colleague builds quotes on configured products, turns them into orders and runs the case down to the shipping label — knowing the bill of material and lead time, not just the price.
Assess scope, data and required integrations on your own workflow.
- Sales
- Assess the scope together
Example workflow
From enquiry to invoice.
The sales colleague builds quotes on configured products, turns them into orders and runs the case down to the shipping label — knowing the bill of material and lead time, not just the price.
A customer needs a quote for a custom variant.
Nothing has been sent or changed yet.
- ContextQuotes, CRM, leads
- ResponsibilityResponsible role and agreed permissions
The pricing basis and delivery date need confirmation.
The quote draft connects the item, terms and open delivery question.
Nothing has been sent or changed yet.
What HEINI takes off your desk
What HEINI prepares here
- 01
Task 1
Builds quotes with a real price instead of “from €12,000”
- 02
Task 2
Turns quotes into orders without retyping
- 03
Task 3
Reminds before the quote expires
Explore the workflow and further possibilities
How the work moves forward
How the work moves forward
The sales colleague builds quotes on configured products, turns them into orders and runs the case down to the shipping label — knowing the bill of material and lead time, not just the price.
- 01
The request
A customer needs a quote for a custom variant.
- 02
Still to clarify
The pricing basis and delivery date need confirmation.
- 03
Prepared
The quote draft connects the item, terms and open delivery question.
What is already included
How the work connects
03HEINI and SUSI in conversation
All work areas, Predictions and supervision at a glance.
Meet the whole team↗
Trust · human decision
Prepared by HEINI. Decided by you.
Assess scope, data and required integrations on your own workflow.
Security facts- Still to clarify
- The pricing basis and delivery date need confirmation.
- Prepared
- The quote draft connects the item, terms and open delivery question.
Your business. Your case.
See HEINI in Sales.
Assess scope, data and required integrations on your own workflow.
See HEINI on your own case