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

Manufacturer

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

Dealers

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

Administration

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

Sales Executive

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

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

Schedule A Demo

Discover what Whiz Express (Quote) can do for your business.