We have our own web based Quotation and Project Management package but it has cost us in excess of AU$400,000 – it is however perfectly tailored to the way we do business.
The integration with 2020 Design is via something called Application Integration (an optional module) that generates a detailed XML file containing everything in the kitchen design. Our software imports this file, discards what is doesn’t need and then imports the cabinetry and prices it according to the specifications entered for that proposal (e.g. contoured painted doors, Blum hardware etc).
What you need to do is to FIRST find a suitable pricing/proposal package that already integrates with your current back end accounting software. Develop a wishlist for this package and shop around. Just make sure that whatever package you are looking at has an import facility (most if not all do these days).
After you have set this package up and verified that it will do what you want via manual data entry, you then need to find someone to write an interface between the XML file from 2020 Design and the pricing/proposal package. This is NOT a difficult task and there are many programmers out there who would be able to do this easily – the pricing/proposal package supplier would probably be able to help.
We discarded the idea of having 2020 produce the quotation and pricing because it was way too limited in quotation format and pricing structures (to be expected – it is a DESIGN package).
Share this Post