Product Library
Track Historical Pricing & Streamline Estimates
Easily manage your product catalog and track historical prices for accurate estimates. The product library ensures sales teams always use up-to-date pricing, automatically handling price changes and change orders for reliable quoting.
Outdated Pricing Leads to Inaccurate Estimates?
Manually tracking product prices can result in errors, outdated quotes, and lost revenue. Without a centralized product library, sales teams may guess prices or miss changes, causing confusion and inconsistent estimates.
Manual Price Tracking:Difficult to keep up with price changes across products
Inaccurate Estimates:Old prices lead to incorrect quotes and lost trust
Change Order Confusion:Hard to track historical prices and update products for change orders
Sales Guesswork:Sales teams may guess prices, risking margin loss
Historical Price Tracking
Automatically record product prices at the time of sale and keep a history for every estimate. When change orders occur, the library updates products and prices to reflect the latest values.
Price History:View historical prices for every product and estimate
Change Order Automation:Remove old products at sold prices and add new products at current prices
Audit Trail:Track all pricing changes for compliance and transparency
Accurate Reporting:Generate reports based on historical and current pricing
Centralized Product Catalog
Maintain a single source of truth for all products and pricing. Sales teams always access the latest prices, reducing errors and improving confidence in estimates.
Real-Time Updates:Product prices update instantly for all users
Easy Management:Add, edit, or remove products with simple controls
Consistent Pricing:Ensure all estimates use the most current prices
Role-Based Access:Control who can update products and pricing
Seamless Estimate Creation
Sales teams create estimates with confidence, knowing they’re using accurate, up-to-date pricing. No more guesswork or manual price checks.
Quick Product Selection:Find and add products to estimates in seconds
Automatic Price Application:Current prices applied automatically to new estimates
Change Order Support:Easily update estimates when products or prices change
Error Reduction:Minimize mistakes and improve customer trust
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
Everything your team needs to stay in sync.
From leads to invoices, Erro keeps your team aligned. Built-in CRM and project management tools help you track clients, assign tasks, and stay updated on every job.
Lead Generation
Capture and organize new leads to grow your business pipeline. Effortlessly capture leads from multiple sources including web forms, phone calls, and referrals. Organize and prioritize leads to ensure your sales team focuses on the most promising opportunities. Integrate with marketing campaigns to maximize conversion rates and keep your pipeline full.
Lead Management
Track, nurture, and convert leads with powerful management tools. Monitor every interaction with your leads, assign follow-ups, and automate reminders. Use custom tags and statuses to segment leads and tailor your approach. Collaborate with your team to ensure no opportunity slips through the cracks.
Marketing Automation
Automate outreach and follow-ups to save time and boost conversions. Set up automated email campaigns, schedule follow-ups, and personalize communication at scale. Track engagement metrics to refine your messaging and improve results. Free up your team’s time while maintaining a consistent brand presence.
Product Library
Store and manage your products and services for quick access. Maintain a centralized catalog of all your products and services, complete with pricing, descriptions, and images. Quickly add items to estimates and invoices, ensuring accuracy and saving time. Easily update details as your offerings evolve.
Sales Templates
Create reusable templates for estimates, proposals, and more. Build professional templates for estimates, proposals, contracts, and other sales documents. Customize templates to match your branding and streamline your workflow. Reuse templates to ensure consistency and reduce manual entry.
Estimate Creation
Build accurate estimates quickly and send them to clients with ease. Generate detailed estimates using your product library and pricing rules. Share estimates with clients via email or direct link, and track their status in real time. Make revisions easily and convert accepted estimates into projects or invoices.
Invoices & Payments
Generate invoices and accept payments directly from your dashboard. Create professional invoices in seconds and send them to clients with integrated payment options. Track payment status, send reminders, and reconcile transactions automatically. Simplify your billing process and improve cash flow.
Change Orders
Easily manage and track change orders throughout your projects. Create, send, and approve change orders with clients, ensuring all modifications are documented and agreed upon. Update project scope, pricing, and timelines seamlessly, keeping everyone informed and projects on track.
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
Frequently Asked Questions
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