Sales
Find enquiries, prepare quotes and follow discussions.
R-Node · Aluminium joinery
From the first drawing
to a well-run project.
Turn a joinery enquiry into a clear project record: technical details, costing, approval, follow-up and payment.
One project. Connected information. Visible decisions.
Illustrative scenarioIn your daily work
A real-world situation, step by step.
A customer sends drawings for a building project. Sales, technical staff and administration work from the same record.
Hover over a step or select it to see what changes.
Step 01 / 05
A complete record to start well.
Drawings, dimensions, quantities and finishes are gathered with the request.
The shared record
- Source
- Customer or partner
- Documents
- Drawings and specifications
- To clarify
- Glazing and finishes
Élina prepares
Identify missing information before costing.
You make the decisionConfirm the specifications and reference documents.
Step 02 / 05
Prepare the quote using your pricing.
Project details are matched to your price schedule and rules.
The shared record
- Reference
- Price schedule
- Preparation
- Quantities and services
- Status
- Draft quote
Élina prepares
Prepare a first proposal and flag assumptions to check.
You make the decisionAdjust prices, quantities and terms before sending.
Step 03 / 05
An agreement the team can find.
The chosen version, discussions and terms stay linked to the project.
The shared record
- Quote
- Selected version
- Customer
- Agreement to record
- Team
- Shared record
Élina prepares
Summarise agreed points and details still to confirm.
You make the decisionRecord the agreement and authorise the next stage.
Step 04 / 05
See progress and pending items.
Your organisation defines milestones, owners and useful documents.
The shared record
- Owner
- Assigned team
- Milestones
- Stages to track
- Attention
- Information pending
Élina prepares
Prepare a summary of priorities and blockers.
You make the decisionUpdate progress and decide the next actions.
Step 05 / 05
Maintain the link through to payment.
Accepted quotes, invoices, payments and outstanding amounts stay connected.
The shared record
- Invoices
- Linked to the quote
- Payments
- Recorded receipts
- Follow-up
- Outstanding amounts
Élina prepares
Prepare a follow-up list using recorded information.
You make the decisionCheck due dates and approve reminders.
An example to adapt to your tools, data and working rules. Screens and situations are illustrative.
Your activity, your way of working
What if we started with your situation?
Describe your needs. Élina helps you prepare a digital solution tailored to you.
Adapt this case to my business with ÉlinaThis case will be used as a reference in your conversation with Élina and adapted to your business.
Shared information
Everyone finds what they need.
Technical team
Consult drawings and clarify technical specifications.
Management & administration
Follow projects, invoicing and payments.
Develop your business
Tenders, in the same thread.
A complementary route to direct enquiries, with monitoring and preparation tailored to your markets.
Targeted monitoring
Platforms, territories and criteria are defined with you. Opportunities are compared with your capabilities.
Read the requirements
Élina prepares a summary of the tender documents: required items, criteria and points to watch.
Build the response
Technical submissions, appendices, unit price schedules and estimated quantities can be drafted from the available documents. Your teams check and approve before submission.
What this makes possible
More continuity. Less re-entry.
Quote with the right information
Documented requirements and clear assumptions before making a commitment.
Maintain project continuity
Discussions and versions stay linked to the same project.
Make priorities visible
Identify pending projects and payments to follow up.
We define the scope, connections and automation with you. Your teams approve proposals, documents and decisions.