sales quotations in synergy



Pipesco is a piping and structural engineering, design and fabrication specialist

The company is a long-time user of Exact Globe and Exact Synergy. In 2020 decided to purchase ConnectIt for the simplification of the engineering process by automating Synergy workflow requests and as replacement of Exact Event Manager. These projects were completed in 2021. After completion Pipesco decided to use Synergy for their sales quotations. Pipisco purchased GLM CRM Plus Quotation add-on.

The setup was relatively simple, master data originated from Exact Globe with the use of ELIS. Data entry for the sales quotation was therefore straight forward. Sales quotations were liked to sales cycle but could also reversibly linked to a sales cycle. This requirement could be met by configuring some business rules with ConnectIt. Depending on the type of project different templates were setup.

Project key features:

  • Goal: sales quotations from with Synergy
  • Implementation time: 3 months
  • Software: Exact Synergy, Exact Globe, Exact RPA, GLM CRM Plus Quotation