Quote and Elevation Report

What does it do:

The Quote and Elevation Report combines pricing, technical specifications, and visual representations into a single, unified document. It presents each configured item with its price, configuration details, and a clear visual view that reflects how the product is built.

This report delivers both financial and technical detail in one place, allowing teams to validate accuracy before production, fulfillment, or order release.

With this report you can:

• Review pricing and configuration details in one consolidated document

• Validate specifications, options, and requirements before release

• Visually confirm configurations to ensure accuracy and alignment

• Reduce errors by identifying issues earlier in the quoting and approval process

• Provide a professional, consistent package for customers and partners

How this report helps teams and customers:

• Faster, more confident decision making
  Pricing and product details are presented side by side, making approvals, changes, and comparisons easier.
• Improved accuracy and fewer errors
  Teams can verify configurations and requirements before production. Visual confirmation helps catch issues early and reduce rework.
• Streamlined approvals and handoffs
  Stakeholders receive pricing and visuals together, minimizing back-and-forth during reviews and approvals.
• Better internal coordination
  Sales, engineering, operations, and production teams reference the same document, creating clarity and consistency across departments.
• Clearer communication and documentation
  Technical details and pricing live in one place, reducing miscommunication and supporting procurement, fulfillment, installation, and future service or reorders.
• More professional, transparent experience
  A single, polished report replaces multiple spreadsheets, technical documents, and separate visuals.