Preparation of offers without errors create and manage
When creating offers, it usually has to be fast and as accurate as possible. ZEP supports you with the appropriate software. With the offer preparation module, you can write professional offers more efficiently and without errors. Automated templates, precise calculations and central administration ensure optimal offer processes: from preparation to sending invoices. With ZEP, you save time, avoid expensive calculation errors and keep a complete overview of all your offers.
More than 2,000 companies rely on ZEP
Optimize offer processes with ZEP
With ZEP, you can standardize your offer management on a central platform — without annoying paperwork.
Preparation of offers without manual effort
Create tailor-made offers directly in the system with intelligent templates for recurring services and the automatic transfer of customer data. Use stored project data and flexible item types (expenditure, package, articles) to prepare individual offers quickly and in a standardized way. Corporate design layouts ensure professionalism without additional design effort and save considerable time when preparing software-supported offers.
Precise offer calculation based on recorded times
Calculate your offers automatically based on stored project times and costs with intelligent calculations that take historical project data and individual hourly rates into account. You can compare different calculation scenarios while keeping track of margins at all times and ensuring that your offers are financially viable. The software for preparing offers makes it possible to show or hide calculations for each item and thus react flexibly to customer requirements.
Change history and recovery
Track changes and different versions of your offers with automatic versioning that transparently documents every processing step. Each adjustment is comprehensibly documented and older versions can be restored if necessary. In this way, you always have an overview and valuable information is retained.
Release and send offers with one click
Release offers with just one click and send them directly to your customers. The four-eyes principle ensures quality control through approval workflows before offers leave the company. Thanks to the digital filing, you have access to all sent offers at any time, monitor their status and use the software to write not only offers but also invoices; with the module invoicing.
Discover the possibilities of ZEP
Why software for preparing offers?
No more time-consuming Excel calculations and manual processes. Discover how the right software revolutionizes your offer preparation:
Automated quotation preparation for greater productivity
Automated offer creation and intelligent calculations allow you to create offers much more efficiently. Teams work more productively because there is no need for manual entries and calculations when preparing offers via software. This also enables you to identify and take advantage of new business opportunities more quickly.
Less time required due to central offer data
The central offer database of the quotation preparation software helps you answer project-relevant questions more quickly. Access to historical calculation data and success rates makes it much easier to make decisions about new offers.
Professional offers for new customers in record time
With the right software for preparing offers, professional offers can be created much faster and sent directly to potential customers. This allows you to respond to customer inquiries in real time and optimize your success rate with tenders.
More transparency, fewer calculation errors
When you create offers with the right tool, you increase visibility and control. By preparing offers with the appropriate software, you are able to avoid calculation errors, secure margins and reliably identify profitable projects.
Software for offers and invoices in one tool
You can use ZEP as a software for offers and invoices that works with a single, comprehensive database. Time recording and much more is also carried out via ZEP. This increases efficiency for all parties involved: from quotation preparation to final billing.
More than 2,000 companies already rely on ZEP
The time tracking of choice — from startups to large corporations.
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“Ideal employee management support thanks to a 360 degree view of employee availability, daily reports and automated vacation and absence management.”
“Comprehensive solution for recording project and working times. In particular, compliance with legal regulations (minimum rest time, break times, maximum working hours, etc.) can be tracked very well. “
“We have been using ZEP for over 10 years to record working hours (billable, non-billable). This is a great basis for invoicing our customers.”
“ZEP impresses with its intuitive time and project management and offers excellent customer support!”
“Quick project bookings and evaluations. Yet a high degree of flexibility. Good modular design. You can easily adapt the system to your own needs.”
“We use ZEP for precise time recording, vacation management and absenteeism. With ZEP, our employees can also record their working hours while working from home, which enabled us to replace several previously used tools.”
“Ideal employee management support thanks to a 360 degree view of employee availability, daily reports and automated vacation and absence management.”
“Comprehensive solution for recording project and working times. In particular, compliance with legal regulations (minimum rest time, break times, maximum working hours, etc.) can be tracked very well. “
“We have been using ZEP for over 10 years to record working hours (billable, non-billable). This is a great basis for invoicing our customers.”
“ZEP impresses with its intuitive time and project management and offers excellent customer support!”
“Quick project bookings and evaluations. Yet a high degree of flexibility. Good modular design. You can easily adapt the system to your own needs.”
“We use ZEP for precise time recording, vacation management and absenteeism. With ZEP, our employees can also record their working hours while working from home, which enabled us to replace several previously used tools.”
ZEP is modular
Bookable modules
FAQ
Would you like to find out more? Here you will find the right answers about software for preparing offers.
How does ZEP help me prepare an offer?
ZEP makes it easier to prepare offers with practical templates that save time and make manual processes superfluous. By involving experts from your team via a workflow in the software, the preparation of offers is specifically optimized.
How do I create uniform offers and offer templates with ZEP?
ZEP makes it possible to create uniform offers for customers or projects. With offer templates, you can quickly create standardized offers, including individual offer items. The four-eyes principle ensures review and approval by project management. This allows you to send offers directly via email with further attachments.
Can I incorporate offers directly into projects or processes after they have been commissioned?
Yes, when you order, offers are automatically converted into projects with processes in ZEP. This creates a seamless connection between offer and project; a major advantage of the software for offers and invoices.
How do I optimize offer management in ZEP?
ZEP enables quick and easy offer management through a central database. Categories and keywords make it easier to find offers and an overview shows the offers that your employees need to edit.
How can I individualize offer items with ZEP?
ZEP enables the individualization of offer items with various types: expense items for work performance, lump sum items at fixed prices, item items from article management, and grouping items for structuring offers. The show or hide calculation function for each offer item ensures flexibility.
Can I also generate invoices from offers with ZEP?
Yes, ZEP works as an integrated program for offers and invoices. Commissioned offers are automatically converted into projects and later serve as the basis for invoicing. Without double entry or media breaks.
Is ZEP suitable as a tool for creating offers for various industries?
Yes, ZEP is suitable for many industries and benefits from project-based companies in particular: Management consultancies, IT service providers, engineering firms, agencies and many other industries successfully use ZEP to prepare offers and much more.
How does ZEP's modular system work?
ZEP offers various configurations (ZEP Clock, Compact and Professional), which already include various modules. The offer preparation module can be booked in ZEP Professional; the module for invoicing is already included. Depending on the configuration, you can flexibly add additional modules such as document management, travel expense accounting or extended controlling functions. We would be happy to advise you on this. All modules work on a common database and complement each other seamlessly.
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ZEP is powerful, easy to use and can adapt to your needs. See for yourself!
