Linking quotation software to Exact

Quotation software helps you draw up, send and follow up quotations quickly and professionally. By linking your quotation software to Exact, you automate the transition from quotation to order, invoice and booking - without duplication or errors.

What can you automate with quotation software?

• Creating quotations with customer and product data
• Digital signature and automatic follow-up
• Conversion from quotation to sales order or invoice
• Link with price agreements and discounts
• Registration of status and pass rates
• Integration with CRM, ERP and accounting

Thanks to a smart link with Exact, approved quotations are automatically converted into sales orders or entries in your administration. So you save time and avoid mistakes.

Case example:

A customer approves a quotation via your quotation platform → The data is immediately forwarded to Exact and processed as a sales order, including item and customer information.

You create a quotation based on an existing customer → All data is automatically retrieved from Exact, including prices, discounts and VAT settings.

Who is this link interesting for?

For companies that:

• Sending out lots of offers and wanting to move quickly
• Want to work efficiently without double entry
• Want to link quotations to sales, stock and invoicing

Clickker links your quotation software with Exact

With the Exact API from Clickker integrate your quotation software seamlessly with:

• Exact Online
• Exact Globe
• Exact Financials

This way, quotations are not only processed faster, but also perfectly aligned with your financial and logistical processes.

Link your quotation software to Exact - Request a quote