Accurate, high-quality quotations for greater sales efficiency

Dramatically simplify configuration, pricing and quote generation – even for complex products

​Tacton Sales Automation is a user-friendly, web-based quotation system that permits error-free configuration, preparation of customized quotations and the ordering of configurable products.

This enables sales teams and sales-channel partners to prepare accurate, high-quality quotations: easily, conveniently and in minutes, not weeks.

A sales process that meets your customers’ needs

The Tacton Sales Automation solution enables your sales organization to concentrate on the needs of customers instead of on product features and functions.

Intelligent sales campaigns help your sales team to guide customers to the right decision by identifying their specific requirements and key factors – intended use, operating costs, price, energy efficiency or other preferences.

Together with real-time 3D visualization concurrently with configuration, this enables your customers to arrive at to convincing purchasing decisions.

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Pricing with Tacton

Tacton Sales Automation can do more than just simple pricing for contract manufacturing. It can handle even complex pricing and job generation for project fabrication – however difficult your product catalog and pricing structure may be. Additionally, Tacton’s solution goes farther than many other pricing solutions by proactively suggesting the optimum price on the basis of the factors designated as important: for instance, highest margin, customer value, lowest price or a weighted combination of these and other attributes.

Simple price updating with no downtime

As pricing information is centrally administered, changes can be made quickly and easily, with assistance from your IT team required. Price changes do not alter the logic of the product configuration. This means no downtime for programming adaptations. As a result, you can respond rapidly and flexibly to fluctuating market conditions at any time through price adjustments, discounts and special offers. The changes are automatically shared with your sales channel, ensuring that your sales team is always working with up-to-date price information.

High-quality quotations that seal deals – in minutes and hours, not days or weeks

Once the configuration phase is completed, Tacton automatically generates a quotation together with the complete documentation, technical documents, 2D drawings, 3D visualizations, prices, parts lists and other accompanying documents. This not only saves an incredible amount of time but also guarantees a professional-looking, error-free quotation package: a quotation that provides your customers with all the information they need and supports your sales process without restriction. Which in turn frees the sales team so that they can concentrate on selling!

Seamless from end-to-end

Tacton integrates seamlessly in ERP, CRM, PLM and CAD systems. That means that the different processes, tasks and functionalities can be supported using just a single underlying set of limitations. This lets you automate your entire process – from quotation to production. The Tacton solution supports Sales in preparing quotations, pricing, with technical drawings and product descriptions, and even generates output documents such as parts lists, work plans and production drawings.

Powerful constraint-based product configuration

The Tacton solution runs on an extremely powerful constraint-based configurator engine that can manage configuration of even the most complex products. As the configuration logic is separate from the product configuration, it is extremely easy to define and administer configuration rules and enter changes as products develop.

Online configuration with Tacton Sales Automation cuts the time our sales team needs to prepare quotes and enter orders by around 80 percent.

Marvin Reuter, Project Manager Configuration at HACA Leitern - Lorenz Hasenbach GmbH & Co.KG, Bad Camberg, Germany

Benefits

  • The sales team receives consistent and consistently up-to-date access to the knowledge needed to offer the right product at the right price.
  • The quoted solution is always optimized – for both you and the customer.
  • New or inexperienced employees can now sell complex products effectively.
  • Shorter sales cycles mean more quotations per year, which in turn translates into more sales.
  • Greater competitive edge thanks to accurate, high-quality and prompt quotations
  • Cuts the quotation process from weeks to as little as a single day, and the actual quote generation takes just a few minutes.
  • Better controlling of margins achieved, which leads to increased profitability
  • Reduced administrative workload for the sales and configuration specialists

We can shorten the quotation process from four weeks to – best case – just one day. The actual generation of the quote takes just a few minutes.

Dipl.-Ing. Philipp Kasper, Head of Products Business at BMA AG, Braunschweig, Germany

Functions

  • Generate and administer quotations online or offline
  • Complete change history lets users track, search and reuse quotations
  • Enables processing of multiple quotations concurrently
  • Supports collaboration in Sales through role-based user capabilities
  • Modern document generation enables generation of “rich” quotations with media content
  • Parametric 3D visualization with Lino® 3D web for Tacton Design Automation
  • Generation and integration of CAD drawings and CAD files for download
  • Workflow for quotation lifecycle management
  • Entry of customer information directly in Tacton or via CRM or ERP integration
  • Multisite-capable system: one platform for all different sales channels
  • Web-based administration, adaptable without programming
  • Prices and quotations for complex products based on any price structure
  • Supports multiple languages and currencies
  • Value-based pricing – set your prices based on the customer and market segment
  • No downtime when changing the price structure
  • Optimizable for any desired attribute, such as price or margin
  • Administration of prices, discounts and promotional actions without support from IT
  • Automation of the approval process based on the price, customer or any other parameter
  • Option to use external price systems without having to mirror the existing price structure

Related solutions that might be of interest to you:

Lino® 3D web
Lino 3D web is the revolutionary configurable 3D product layout and quotation tool for the Web that leverages Tacton Sales Automation! As of right now, you can empower your sales team and end customers with a powerful 3D visualization tool for quotation preparation, product layout and configuration as part of your configurator.
learn more
Lino® ERP pro
With Lino® ERP pro, Tacton Design Automation, Tacton Sales Automation and Solidworks can be integrated with various ERP systems. The Lino team has experience with SAP, MS Dynamics AX, MS Dynamics Navision, Sage, ABAS, Infor, ProAlpha, PSIpenta, AMS, Baan and IFS. The integration tool is connected via a web service that complies with the current industry standard.
learn more
​Lino® Configuration API
The Lino WEB api for Tacton lets you integrate the powerful Tacton product configurator simply and directly in your systems and processes. The configurator’s user interface can be easily matched to the look and feel of the application used in your enterprise.
learn more

Do you have questions about our portfolio, would you like a consultation or would you like to arrange an individual live demo of our 3D configuration solution based on your models?

Please use the form below to contact us. We will subsequently contact you as soon as possible and send you the requested information.

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Lino GmbH Mainz
Phone +49 6131 32 785-10
E-Mail info@lino.de

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Lino GmbH Austria

Rossa 25
3823 Raabs an der Thaya
Austria
Phone +43 2845 70119
E-Mail austria@lino.de

Kompetenzen
  • Auftragsbearbeitung
  • Beratung, Support
  • Geschäftsführung
  • Schulung, Ausbildung
  • Software-Vertrieb

Lino GmbH Nuremberg

Eibenstrasse 2
90596 Schwanstetten Leerstetten
Germany
Phone +49 9170 97 26 130
Fax      +49 9170 97 26 137
E-Mail info@lino.de

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Lino GmbH Stuttgart

ROCK Business Center
Humboldtstr. 32
70771 Leinfelden-Echterdingen
Germany
Phone +49 711 945 763 40
Fax      +49 711 945 763 41
E-Mail info@lino.de

Kompetenzen
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  • Software-Vertrieb

Lino GmbH Dresden

Chemnitzer Strasse 117
01187 Dresden
Germany
Phone +49 351 862 686 05
Fax      +49 6131 32 785 -11
E-Mail info@lino.de

Kompetenzen
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  • Schulung, Ausbildung
  • Software-Entwicklung
  • Software-Vertrieb

Lino GmbH Bremen

Hermann-Koehl-Strasse 7
28199 Bremen
Germany
Phone +49 421 96 01-180
Fax      +49 421 96 01-150
E-Mail info@lino.de

Kompetenzen
  • Beratung, Support
  • Schulung, Ausbildung
  • Software-Vertrieb

Lino GmbH Mainz

Erthalstrasse 1
55118 Mainz
Germany
Phone +49 6131 32 785 -10
Fax      +49 6131 32 785 -11
E-Mail info@lino.de

Kompetenzen
  • Auftragsbearbeitung
  • Beratung, Support
  • Geschäftsführung
  • Schulung, Ausbildung
  • Software-Entwicklung
  • Software-Vertrieb
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