Smart Rental Quoting Built for Speed
PREXA365 simplifies quoting with real-time asset data, custom pricing, and one-click quote-to-order conversion.
Add Customer and Asset Details in Seconds
Select customer → auto-fill contact, billing, and site details. Choose assets → real-time view of inventory and pricing.
Select Customer
Auto-fill contact, billing, and site details instantly from your CRM database.
Choose Assets
Real-time view of inventory availability and current pricing for accurate quotes.
Key Benefits:
- 90% faster data entry
- Zero data entry errors
- Real-time inventory sync
Customer Database
Instant access to complete customer profiles and history.
Auto-Fill Forms
Smart forms that populate automatically from existing data.
Asset Inventory
Real-time visibility into equipment availability and pricing.
Quick Selection
Streamlined asset selection with smart search and filters.
Apply Client-Specific Pricing
Use multiple price lists, apply discounts, adjust taxes or surcharges. Maintain consistency across customer types.
Multiple Price Lists
Set different pricing tiers for government, private, and corporate clients automatically.
Smart Discounting
Apply percentage or fixed discounts with role-based approval workflows.
Tax Management
Automatically calculate taxes and surcharges based on location and customer type.
Pricing Accuracy:
Dynamic Pricing
Adjust rates based on demand, season, and availability.
Bulk Discounts
Automatic volume discounts for large orders and long-term rentals.
Customer Tiers
Different pricing levels for VIP, regular, and new customers.
Tax Automation
Automatic tax calculation based on location and regulations.
Instantly Generate a Professional Quote
Click "Generate Quote", preview all line items, export to PDF with one click, email directly from platform, edit and revise before sending.
Click "Generate Quote"
One-click generation with all customer and asset data automatically populated.
Preview All Line Items
Review detailed breakdown of assets, pricing, discounts, and taxes before sending.
Export & Email
Export to PDF with one click or email directly from the platform with custom templates.
Quote Generation Speed:
Custom Templates
Professional quote templates with your branding and terms.
Detailed Breakdown
Complete line-item details with transparent pricing structure.
PDF Export
One-click PDF generation with professional formatting.
Email Integration
Send quotes directly with delivery tracking and read receipts.
Convert Quotes into Rental Orders Instantly
Click-to-convert into a rental reservation or order. All data auto-filled. No double data entry.
One-Click Conversion
Transform approved quotes into rental orders with a single click.
Auto-Filled Data
All pricing, dates, and asset information automatically transferred.
Zero Data Entry
Eliminate manual re-entry and reduce errors with seamless conversion.
Conversion Efficiency:
Seamless Workflow
Smooth transition from quote approval to active rental order.
Error Reduction
Eliminate manual data entry errors with automated conversion.
Time Savings
Convert quotes to orders in seconds, not minutes or hours.
Conversion Process
Quote Approved
Customer accepts your quote
One-Click Convert
Click convert to rental order
Order Active
Rental order ready for delivery
Stay in Control with Real-Time Visibility
Track quote status in a live dashboard: Draft, Active, Revised, Converted to Order.
Live Dashboard
Monitor all quote statuses in real-time with instant updates and notifications.
Status Tracking
Track every stage from draft creation to order conversion with clear visibility.
Smart Alerts
Receive notifications for quote approvals, revisions, and conversion opportunities.
Dashboard Insights:
Instant Notifications
Get notified immediately when quotes are viewed, approved, or require revisions.
- Email alerts for status changes
- In-app notifications
- Mobile push notifications
Advanced Analytics
Comprehensive insights into quote performance and conversion metrics.
- Conversion rate tracking
- Revenue forecasting
- Performance benchmarks
What Sets PREXA365 Apart
Built on Microsoft Dynamics 365 with enterprise-grade features for complete rental management.
Microsoft Dynamics 365
Enterprise-grade platform ensuring security, scalability, and reliability.
Complete Asset Tracking
Track specs, availability, pricing, and maintenance history in one system.
CRM Integration
Seamlessly pull data from opportunities and manage customer relationships.
Platform Reliability:
End-to-End Flow
Complete quote-to-order workflow with no gaps or manual handoffs.
PDF/Export Built-in
Professional document generation with customizable templates and branding.
Role-Based Access
Secure discounting and approval workflows with granular permissions.
System Integration
Connects seamlessly to accounting systems and your website.
Enterprise Integration
Microsoft Office 365
Seamless integration with Outlook, Teams, and SharePoint.
Accounting Systems
Direct connection to QuickBooks, Sage, and other platforms.
Website Integration
Embed rental forms and availability directly on your website.
Why Choose PREXA365?
- Built on proven Microsoft technology
- Complete rental business solution
- No double data entry required
- Enterprise-grade security and compliance
- Scalable for businesses of all sizes
- Dedicated support and training
Simplify Rental Quoting with Us Today
PREXA365 eliminates manual quoting. One platform for quoting, reservations, and invoicing. Fast, reliable, rental-ready.