From quotation to invoicing - flexible, precise and fast
Start your future now with Microsoft & CONNAMIX.
Create quotes quickly and easily with CX-Estimation in Business Central
Copy basic projects, adjust prices, send out
Create your offers QUICKLY, EASILY and EFFICIENTLY
CX Estimation enables you to record all relevant items such as material costs, working hours, machine and equipment costs and any additional costs simply and clearly via the bill of quantities. The module accesses your Business Central database directly and thus takes daily price adjustments into account so that you always work with realistic figures.
List of services always in view
with CX Estimation
Record all relevant items simply and clearly and never lose track!
Seamlessly integrated calculation in BC according to:
» Surcharge calculation
» Final total calculation
» Contribution margin calculation
Long or short texts
Can be easily inserted, shown or hidden using templates.
Text templates
Create text templates to explain items even faster and display all the necessary information
Full integration between Business Central and Microsoft Sales
Transparency & automation for every step
List of services in BC
The bill of quantities is created directly in Business Central (BC) and adapted as required.
List of services in Sales
Thanks to the seamless connection to Microsoft Sales, it is also possible to view the directory in the sales platform and enter a discount.
From quotation to order - creating projects efficiently
From quote to project start with just one click
From quotation to order: simple and efficient
With just one click, your accepted quotation is automatically converted into an order. All relevant data is seamlessly transferred to project management so that implementation can begin immediately. This saves you time and avoids unnecessary manual work – for a quick project start and maximum transparency.
Between order & project
There is much more to CX-Estimation and Business Central
Ordering requirements
The requirements and their orders are generated directly from the bill of quantities
E-mail dispatch
Emails can be sent directly from Business central. Always everything in view
Calculation object
Subcontractor management Subcontractor management Award packages
Recalculation
You can carry out a detailed post-calculation by comparing the actual costs with the original estimates and identifying deviations.
CX Scheduler and Business Central - plan, execute, done
All project tasks from the bill of quantities at a glance.
Everything at a glance
Tasks that are automatically generated from the service specifications can be clearly and efficiently
What can the scheduler do?
- Order planning
- Project planning
- Personnel planning
- Capacity planning
- Production planning
CX Time - record time correctly, save time
We can do that with time recording too!
Super easy - Start - Pause - Stop
Project-related booking of hours - no problem
Holiday planning - all inclusive
Attachments, info and co. - no problem for CX Time
Billing - at the touch of a button
Together we achieve great things for your projects.
Success is no coincidence.
Billing according to measurements
Flat rate
Quantity recording
Our calculation module supports the precise billing of your construction projects. You can record working hours, material costs and other relevant factors and automatically generate invoices. This saves time and reduces the risk of errors. Business Central enables construction companies to analyze valuable data. With sound insights into business data, you can recognize trends, make decisions and drive your company’s success.
Support in every phase
CX-Controlling
Controlling that ensures consistently high quality
- project controlling
- Power BI
- Real-time dashboards
Key features of the offer phase
Flexible and customised
Create offers that are precisely tailored to your customers.
Simple calculation
Complex price calculations are carried out automatically and error-free.
Automatic synchronisation
Offers can also be displayed in Microsoft Sales. This means that the sales department always has an overview.
Fast dispatch
Sending the quotation by e-mail directly from Business Central or Sales with complete tracking and documentation.
Transparent negotiations
All changes during negotiations are documented centrally and transparently.
Key features of the project order phase:
Direct transfer from the bill of quantities (BOS) to the project module
All details from the bill of quantities are automatically transferred to the project module, ensuring a seamless transfer of information.
Scheduler Integration
Project tasks and resource planning can be carried out directly in the CX Scheduler with Gantt chart views. Tasks from the bill of quantities are automatically transferred and can be scheduled. This allows tasks to be visualised transparently and integrated efficiently into project planning.
Seamless integration with Microsoft Teams
Projects can be integrated as channels in Microsoft Teams so that team communication and management is directly anchored in the project process.
Project data and document management
Files and attachments can be managed in both Microsoft Teams and BC, providing seamless integration and accessibility for the entire team.
Visualisation and control
Status overviews and reports provide a transparent visualisation of progress and workload at all times, enabling bottlenecks to be identified at an early stage.
Key features of the billing phase:
Precise project billing
Record labour hours, material costs and all relevant factors to ensure accurate billing of your construction projects.
Automated billing
Save time and avoid errors with automated billing processes based on the data collected.
Data analysis with Business Central
Use in-depth data analyses to gain valuable insights into your business data.
Trend analysis and decision-making
Recognise trends at an early stage and make data-based decisions to ensure the long-term success of your company.