Proposals Software
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 3,000 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.
Automatically calculate offers according to HOAI
Create offers for architectural and engineering projects based on HOAI — directly in ZEP. The integrated HOAI calculator automatically takes into account fee zones, service phases and eligible costs so that you can create legally secure and comprehensible offers. The calculated work phases can be transferred to your project structure at the push of a button and processed seamlessly.
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 3,000 companies already rely on ZEP
The time tracking of choice — from startups to large corporations.
“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 Funktionen
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 support me in preparing quotes?
ZEP makes preparing quotes easier with practical templates that save time and make manual processes unnecessary. By involving experts from your team through a workflow in the software, quote preparation is optimized in a targeted way.
How do I create consistent quotes and quote templates with ZEP?
ZEP lets you create consistent quotes for customers or projects. With quote templates, you can quickly create standardized quotes, including individual quote items. The four-eyes principle ensures review and approval by project management. You can then send quotes directly by email with additional attachments.
Can I transfer quotes directly into projects or tasks once they are commissioned?
Yes, when a quote is commissioned, ZEP automatically converts it into a project with tasks. This creates a seamless link between quote and project, a major advantage of software for quotes and invoices.
How do I optimize quote management in ZEP?
ZEP enables fast, simple quote management through a central database. Categories and keywords make quotes easier to find, and an overview shows the quotes your employees need to work on.
How can I customize quote items with ZEP?
ZEP lets you customize quote items with different types: effort items for work performed, lump-sum items at fixed prices, article items from article management and grouping items for structuring quotes. Showing or hiding the calculation for each quote item ensures flexibility.
Can I also create invoices from quotes with ZEP?
Yes, ZEP works as an integrated program for quotes and invoices. Commissioned quotes are automatically converted into projects and later serve as the basis for invoicing, without duplicate entry or media breaks.
Is ZEP suitable as a quoting tool for different industries?
Yes, ZEP is suitable for many industries and plays to its strengths especially in project-based companies: management consultancies, IT service providers, engineering firms, agencies and many other industries successfully use ZEP to prepare quotes and much more.
How are the ZEP product lines structured?
ZEP is organized into product lines with a fixed scope: ZEP Track, ZEP Control, ZEP Operations and ZEP Business, plus ZEP Clock for pure working time tracking. Quote preparation is included from ZEP Operations upward, as are invoicing, travel expense accounting and the export to project-specific financial accounting. Document management is added with ZEP Business. If you need more, you switch to the next line. We are happy to advise you. All features work on a shared database and complement each other seamlessly.
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