WHY IT MATTERS
Find the last price before you send the next one.
When quotes are spread across inboxes and spreadsheets, it is hard to see what a customer was offered or who owes them a reply. Phasio keeps each quote with its customer, parts and resulting order.
BUILD QUOTES FAST
Build a quote from the customer’s CAD file.
Add parts from STEP, IGES, SolidWorks (.SLDPRT), Parasolid (.x_t), STL or 3MF files. Your pricing rules set the price; you can add lead time, discounts, shipping and setup costs before sending the quote.
- Manual pricing. Set a price yourself when a part needs your judgement.
- Tooling and setup. Add expenses at a fixed price or an hourly rate.
- Internal quotes. Keep a quote internal until it is ready for the customer.
SELF-SERVICE
Let customers request prices online.
Your storefront can give an instant price for standard parts, with prices for different quantities. Customers can pay by card, send an RFQ or download an estimate for their purchasing team.
- Custom RFQs. Customers can request services you do not price automatically.
- Material guidance. Help customers choose from the materials and processes you offer.
- Your brand. Embed the storefront on your own site, with your logo and colours.
CONTROL
Review unusual parts before showing a price.
Mark a part for review when it needs a manual price. The customer cannot see a price or check out until you set one. Phasio also holds a part when a pricing equation returns an invalid result.
- Accept with a PO. Accept a quote with the customer PO number and it becomes an order.
- Close out rejected quotes. Archive the quote and notify the customer.
- Payment links. Resend an estimate with a payment link and see its payment status.
ALSO BUILT IN
Keep pricing, customer terms and orders together.
Customer-specific pricing
Give key accounts their own equations, material rates and fixed part prices.
Drafts, clones and history
Save quotes as drafts, clone a past quote for a similar job, and see every change to price.
Quote owners and stages
Assign each quote to a team member and track where it stands.
Branded estimates
Send estimates from your own document templates, with your own number prefixes.
Accounting sync
Quotes and invoices sync to QuickBooks, Xero, Zoho Books, Lexoffice or WeClapp.
API and webhooks
Send new quotes and orders to your ERP as they happen.
“Previously we needed multiple systems to go from quoting to ordering. With Phasio the customer gets a quote fast, and via the API it's immediately in our local system.”
IS PHASIO RIGHT FOR YOU?
Built for manufacturers who quote custom parts.
A good fit
Contract manufacturers and service bureaus that quote from CAD files and send many quotes a week.
Also a good fit
Shops that want customers to self-quote online without losing control of unusual parts.
Not the right fit
Sellers of standard catalogue products who need a generic CPQ with product configurators and bundles.
How to start
Sign up, set up one process, and send your first quote the same day.
FREQUENTLY ASKED
Quote management software FAQ
What is quote management software?
It keeps a record of each quote: the parts, price, customer and outcome. Phasio can also use measurements from CAD files to price custom parts with your shop rates.
Can customers get a quote without talking to us?
Yes. Your storefront gives an instant price for parts you price automatically. Parts that need a person go to review, and the customer sees the price when you set it.
What happens when a customer accepts a quote?
You accept it with the customer PO number and Phasio turns it into an order. The parts, prices and lead times carry over, so nothing is re-typed.
Can I give different customers different prices?
Yes. Each customer can have its own pricing equations, material and post-process rates, and fixed prices for repeat parts.
How do I stop bad prices from going out?
Mark a part for review when it needs manual pricing. Phasio hides the price and blocks checkout until you set it. An invalid result from a pricing equation also holds the part for review.
Does Phasio work with my accounting system?
Yes. Phasio syncs customers, quotes and invoices with QuickBooks, Xero, Zoho Books, Lexoffice and WeClapp.
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