- QUOTING
Rental Quoting Management Software
Our rental management software simplifies quoting with real-time asset data, custom pricing, and one-click quote-to-order conversion. No spreadsheets and least manual work for maximum efficiency.
Smart Pricing
Faster Quotes
Instant Orders
- WHY PREXA365
How We Help in Creating and Managing Rental Quotes
We help you move from inquiry to order without delays. Every feature works together to reduce time spent on quoting, eliminate manual entry, and give your team better control.
01
Add Customer and Asset Details in Seconds
Select a saved customer from your CRM and PREXA365 auto-fills contact details, billing addresses, and tax settings. Then pick a rental asset from your live catalog.
02
Apply Client-Specific Pricing
Quote with precision using flexible pricing rules: custom price lists, client-specific discounts, and location-based surcharges or taxes.
03
Instantly Generate a Professional Quote
Create polished rental quotes in a few clicks with all line items, pricing durations, and asset details. Export as branded PDFs or email them directly.
04
Convert Quotes into Rental Orders Instantly
Once a quote is approved, convert it into a rental order or reservation with one click, carrying forward all customer data, pricing, and asset details.
- WHY CHOOSE PREXA365
The Complete Workflow for Quote, Contact & Invoicing
We help you link quoting, contacts, and invoicing into one connected flow, from the first inquiry to the final payment, without switching systems or duplicating data.
Seamless Quote-to-Invoice Flow
Start with a quote, convert to an order, and auto-generate invoices with synced data.
Manage Contacts Effortlessly
Store complete customer profiles, billing info, and contact history in one place.
Send Invoices with One Click
Preview, edit, and send rental invoices directly from the platform via email or PDF.
Accurate Data Every Time
No manual entry. Asset, pricing, and tax details flow automatically from quote to invoice.
app.prexa365.com
app.prexa365.com
- KEY FEATURES
Quote Management Built for Speed & Accuracy
Pull in customer data with autofill from CRM
Select assets with live pricing and availability
Apply price lists, discounts, and taxes per client
Export branded PDFs or send via email directly
Track status: Draft, Active, Revised, or Converted
Sync with Dynamics 365 Business Central for posting
QUOTES
Built for speed and accuracy
PREXA365 lets you build and manage quotes in seconds using real-time data. With custom pricing, asset availability, and CRM integration, your team sends accurate quotes with zero manual entry or spreadsheet work.
Autofill customer data from CRM
Live pricing and availability
Track Draft, Active, Revised, Converted
app.prexa365.com
app.prexa365.com
CONTRACTS
Auto-populated contracts
When a quote is approved, PREXA365 auto-converts it into a rental contract. All details – customer, pricing, dates, assets – flow forward without re-entry, giving your team a consistent, audit-ready process.
Convert quotes to agreements in one click
Auto-fill asset, pricing, duration details
Track revisions, versions, and status
INVOICING
Invoicing for every step
The invoicing module connects directly with rental orders and contracts. Invoices are auto-generated from contract data, ensuring accuracy, reducing billing delays, and syncing with your accounting platform.
Generate invoices from rental periods
Include rental, delivery, service, tax
Sync with Dynamics 365 Business Central
app.prexa365.com
- Get started
Simplify Rental Quoting with Us Today!
You don’t need multiple systems or complex tools. We bring quoting, reservations, and invoicing together – quick, accurate, and built for rentals.