Excel 价格表销售计算工具

1作者: Marten425 天前
你好 HN, 我为那些仍然严重依赖 Excel 进行产品定价和报价计算的团队构建了一个销售计算工具。 这个想法是保留 Excel 中有用的部分,而不是迫使销售团队在其他地方重建他们所有的定价逻辑。销售人员可以上传一个 Excel 文件(该文件保存在用户电脑的 IndexedDB 中),基于该文件创建客户特定的计算,并生成报价 PDF 或订单确认 PDF。 计算还可以连接到数据库中的客户数据、联系人、产品和机器,这样销售人员就不必一直复制相同的信息。 我开始着手这个项目是因为似乎有很多 B2B 销售流程中,实际的定价逻辑仍然存在于电子表格中。 该工具已经可以使用,并且有一小部分人正在使用,但由于设置当然是公司特定的并且有点复杂,我在这里只发布一个等待列表登陆页面,然后我会为那些感兴趣的人手动进行设置。 我怀疑这对于销售可配置产品、机械或其他需要比输入数量和单价更复杂的报价的产品的人来说会特别有用。 等待列表:www.tnxapi.com/LandingPageSalesCalculatorTool.php
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Hi HN,<p>I built a sales calculation tool for teams that still rely heavily on Excel for product pricing and quote calculations.<p>The idea is to keep the useful part of Excel instead of forcing sales teams to rebuild all of their pricing logic somewhere else. A salesperson can upload an Excel file (which is saved in IndexedDB locally on the persons computer), create a customer-specific calculation from it and generate offer PDFs or order confirmation PDFs.<p>The calculation can also be connected to customer data, contacts, products and machines in a database so the salesperson does not have to keep copying the same information.<p>I started working on this because there seem to be a lot of B2B sales processes where the actual pricing logic still lives in spreadsheets. The tool is already working and used by a handful of people, but because setup is of course company-specific and a bit complicated, I am only posting a waitlist-landing-page here and then I would do the setup manually for those who are interested.<p>I suspect this would especially be useful for those selling configurable products, machinery or other products where quoting involves more than entering a quantity and a unit price.<p>waitlist: www.tnxapi.com&#x2F;LandingPageSalesCalculatorTool.php