Whiz Express - QUOTE
Streamline Proposal Creation with Whiz Express CPQ
AI-powered CPQ Software for
Small and Medium-Sized Businesses
Whiz Express is a cutting-edge CPQ web-based software for window and door manufacturers and their distributors. Developed in close collaboration with industry experts, it addresses the unique challenges of the fenestration industry, where every order is custom and demands precision at every stage.
With Whiz Express CPQ, you can leverage a unified catalogue across all sales channels, streamlining the quoting and ordering process for your customers. This ensures greater pricing accuracy, precise product specifications, and faster delivery times. The platform supports nearly every aspect of your business, enhancing efficiency and reducing errors.
By incorporating Whiz Express CPQ into your operations, you'll experience increased productivity and profitability, giving your business a competitive edge in the fenestration industry.
What you can achieve with Whiz Express
Enhance Customer Relationships
Conduct quote conversion analysis and implement corrective actions
Accelerate your product launch cycle
Boost your quote-to-sales conversion rate
Achieve faster delivery times
Modules
Dealer: Utilized by dealers and their teams for efficient management of quotes and orders.
Admin: Designed for administrators to manage dealers, products, pricing, and user access.
Sales: Used by the sales team to monitor and support all assigned distributors.
Staff: Back-office staff use it to verify incoming orders and track their progress in real-time.
Whiz Express simplifies your business with intelligent, cloud-based technology, seamlessly integrating manufacturers and dealers into a single, efficient workflow.
Overcoming the Challenges in the Fenestration Supply Chain
Expedite Responses
Whiz Express delivers fast, efficient responses, keeping you ahead in today’s fast-paced, competitive market and driving your success.
Custom Simplified Product
Whiz Express simplifies order management for both stock and custom items with an intuitive, highly accurate interface.
Streamlined Distribution
Whiz Express optimizes order processing, improving coordination and reducing delays for smoother distributor and customer operations.
Expert Custom Solutions
Whiz Express simplifies custom fenestration orders, delivering expert precision and accuracy in every detail for optimal results.
Expedited Deliveries
Whiz Express streamlines made-to-order processes, enabling fast, efficient service with 'order today, install tomorrow' convenience.
Gain a Competitive Edge
Whiz Express enhances your competitive advantage by optimizing operations, allowing you to outpace rivals and win more business.
Advantages of Whiz Express for Manufacturers
Personalized Catalogue for Individual Dealers
Personalized Pricing for Individual Dealers
Eliminate Printed Product Catalogues
Quote-To-Sale Analysis
Scale up your Distribution Network
Advantages of Whiz Express for Dealers & Distributors
Instant & Accurate Quotes
Brand Promotion
Price Markups & Discounts
View Profit Margins Instantly
Single Click Quote-to-Order Conversion
How It Works
Whiz Express CPQ streamlines your fenestration processes, from design to order placement, with a remarkably short cycle time. Our intuitive CPQ software visualizes window and door configurations, ensuring accuracy at every stage. This empowers your users with a seamless experience, leading to increased efficiency and productivity.
Distributor
Creates quotes in the Whiz Express cloud-based system
Distributor
Publishes quotes with their branding, margin (all-inclusive) using Whiz Express and makes it available to customers
User/Distributor
Enter details about their desired window or door.
User/Distributor
Proceeds to Product Configuration tool to look at visualization of product with specifications.
Distributor
Effortlessly convert quotes into orders for the manufacturer with a single click.
Manufacturer
View orders from the distributor in real-time.
Manufacturer
If needed or Whiz Synergy enabled, import orders into ERP or back-office systems
Whiz Express can help your business alleviate many of these common pain points through its intelligent, cloud-based technology that integrates manufacturers and dealers in a single workflow.
Whiz Express also allows you to:
- Effortlessly Launch New Products: Introduce new products or update pricing with ease.
- 24/7 Quoting and Ordering: Generate quotes and create orders anytime, day or night.
- Transition to E-Catalogs: Eliminate the need for paper catalogs by moving to digital e-catalogs.
- Dual Branding for Quotes: Print quotes featuring both manufacturer and dealer logos for enhanced branding.
- Real-Time Order Tracking: Monitor the status of orders in real-time, ensuring transparency and efficiency.
- Push-Notification Reminders: Follow up on quotes with automated push notifications, keeping your customers engaged.
- Scalable System: Easily expand and scale your system as your business grows, with the option to add additional users.
Features
Create customizable product catalogs, including accessories, and manage dealers and orders with ease.
With Whiz Express, you can:
- Define your product catalog with product series and various options offered within each of these series
- Have different offerings for doors and windows with options for aluminum and vinyl
- Set up accessories as products with predefined pricing
- Upload your standard pricing with add-on pricing for various options
- Enable or disable available options with a click of a button for instant updates
- Set up dealers and configure their personalized pricing by setting multipliers and discounts by product series
- Set dealer-specific price lists for special pricing purposes
- Create & maintain users for your dealers with system access
- View and manage orders received from your dealers in real time
Make communication and workflow easier for you and your dealers with this feature. The Whiz Express Dealers feature allows you to give your dealers access as sub-users to this application so that they can:
- Set their own markups for individual product series as well on product accessories
- Define your repeat customers for you for easier quote creation
- View your orders and quotes using your dashboard
- Get follow up notifications for quotes and be on top of your leads and pipeline
- Provide special pricing on individual quotes with line discounts or order discounts
- Print quotes with your company name and logo for brand promotion
- Easily email PDF quotes to customers
Keep tabs on all incoming quotes and orders in one place. Whiz Express will allow you to gain valuable insight while keeping business operations on track and communicating with dealers about quote and order statuses.
- Monitor incoming orders
- Enter and import orders into ERP
- Keep dealers posted
Whiz Express will streamline the quote and order process, saving you time and allowing you to focus more on the core function of your job - selling. Once quotes are created, utilize Whiz Express to grant special pricing when needed and maintain visibility on quotes and orders.
- Create quotes on the dealers behalf
- Visibility to quotes and orders
- Grant special pricing with approval
Create customizable product catalogs, including accessories, and manage dealers and orders with ease.
With Whiz Express, you can:
Make communication and workflow easier for you and your dealers with this feature. The Whiz Express Dealers feature allows you to give your dealers access as sub-users to this application so that they can:
- Set their own markups for individual product series as well on product accessories
- Define your repeat customers for you for easier quote creation
- View your orders and quotes using your dashboard
- Get follow up notifications for quotes and be on top of your leads and pipeline
- Provide special pricing on individual quotes with line discounts or order discounts
- Print quotes with your company name and logo for brand promotion
- Easily email PDF quotes to customers
Keep tabs on all incoming quotes and orders in one place. Whiz Express will allow you to gain valuable insight while keeping business operations on track and communicating with dealers about quote and order statuses.
- Monitor incoming orders
- Enter and import orders into ERP
- Keep dealers posted
Whiz Express will streamline the quote and order process, saving you time and allowing you to focus more on the core function of your job – selling. Once quotes are created, utilize Whiz Express to grant special pricing when needed and maintain visibility on quotes and orders.
- Create quotes on the dealers behalf
- Visibility to quotes and orders
- Grant special pricing with approval
Testimonials
“Whiz Express is one of the best available solutions for the fenestration industry. It has shortened our order cycle time by almost 25% and has improved our quote-to-order conversion ratio.”
Crystal Windows
“Whiz Express has played a pivotal role in running processes within [COMPANY NAME]. Each quote we create is custom, so having the insight of quotes, orders, and sales data all in one place has allowed us to make better decisions to increase revenue. We literally could not function as a business without such software."
“Whiz Express has brought instant efficiencies to our work for quoting within the fenestration industry. It connects to every aspect of our business by providing quicker quotes to our potential customers, and we've benefited greatly from implementing this system.”
“Everyone in our company has benefited from Whiz Express – it has enabled us to gather all vital information into one centralized solution and have a real-time overview of all our quoting work.”
"After integrating Whiz Express, generating quotes for manufacturers and vendors from our internal team has made the process of quoting extremely easy. In the past, what would take our company days to generate can all be done within minutes - no exaggerating! The quotes generated are consistent and professional, and the details for each custom quote order are accurate. Overall, Whiz Express is a wonderful time saver that lets us generate quotes quicker, leading to a higher ROI.”
"After integrating Whiz Express, generating quotes for manufacturers and vendors from our internal team has made the process of quoting extremely easy. In the past, what would take our company days to generate can all be done within minutes - no exaggerating! The quotes generated are consistent and professional, and the details for each custom quote order are accurate. Overall, Whiz Express is a wonderful time saver that lets us generate quotes quicker, leading to a higher ROI.”
One comprehensive package for all your needs
Whiz Express comes with all of the bells and whistles you’ll need to streamline your door and window quote and order process.
- Whiz Express - Quote
- Request Pricing
- Dealers
- Customers
- Product series
- Product types
- List price
- Dealer multiplier
- Quotes
- Orders
- Sales conversion
- Hosted on a dedicated server