Laser Quoting: Five Reasons not to Use Excel
Laser Quoting: Five Reasons not to Use Excel
1. Very time-consuming
It is easy to waste significant time finding, updating, and double-checking pricing information based on the size and complexity of individual parts, and the number of Quotes you are creating each day.
2. Inaccurate or out-of-date pricing information
Inconsistency in information storage results from saving spreadsheets in multiple locations. The project could be stopped for a few weeks if someone fails to share the only copy of an important document before vacation. In addition, there is a lack of ownership of the file; it may be used by several individuals, but nobody is responsible for ensuring that the information contained in it is accurate.
3. Collaborative ineffectiveness
In Excel, key collaboration is not reflected, as well as the overall status of the quotes or whether a teammate is having difficulty with quotes, spending a lot of time creating quotes. It is likely that the information is stored in a different document at a different location, which makes matters even more confusing.
4. Information which is unclear and confusing
Information is needed by different members of the team and stakeholders. It is impossible in Excel to create private, tailored views with different administration privileges. Everyone has access to the same spreadsheet. Therefore, individuals waste more time figuring out what is relevant to their quotes.
5. Difficult to create professional Quotes
In order to create professional-looking quotes, Excel is not the ideal application. Consequently, poor decisions may be made due to the difficulty of obtaining relevant information or the inaccuracy of the information. It is not recommended to rely on spreadsheets for the creation of PDF quotes since this can result in resource conflicts, forecasting issues, and a loss of visibility into what is taking place throughout the Quote process.
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