SigmaQUOTE Essentials (Group)

By taking this course, you will develop mastery in using the SigmaNEST Quoting Module. The course covers various topics, including CAD functionality, part creation, nesting, technology setup, and quotes. You will gain expertise in creating quotes for sheet metal and managing Closed Won Quotes through Work Orders.

IN-PERSON: Attend the course at one of our campuses for an unforgettable learning experience! Find the campus closest to you and pick a date that fits your schedule perfectly.

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R3500.00 incl. VAT

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The SigmaQUOTE Essentials course is designed to teach users how to use the software to generate quotes and estimates for manufacturing jobs. The course covers topics such as:

  • The software’s user interface
  • Customer Relationship Management tools
  • Job setup
  • Quote generation
  • Sales Analysis.

Overall, the course is intended to help attendees become proficient in using SigmaQUOTE to streamline quoting processes, improve accuracy, and increase productivity in manufacturing environments.

Module 1: Introduction to SigmaQUOTE
· Overview of SigmaQUOTE
· Benefits of SigmaQUOTE for manufacturing businesses
· User interface tour and navigation
· Basic settings and configuration

Module 2: Customer Relationship Management (CRM)
· Adding, managing, and organizing customer data
· Creating and managing customer leads
· Setting up and using templates for customer communication

Module 3: Job Setup and Bill of Materials (BOMs)
· Creating and managing jobs
· Setting up material and inventory data
· Defining manufacturing processes and routing data
· Setting up Bill of materials (BOMs)
· Calculating costs and pricing

Module 4: Quote Generation and Management
· Creating and managing quotes
· Customizing quotes and reports
· Adding attachments, notes, and comments
· Approving and sending quotes to customers

Module 5: Sales Analysis and Data-Driven Decision Making
· Analyzing sales data to improve quoting accuracy and customer satisfaction
· Using data to streamline workflows and reduce costs
· Creating and using reports for analyzing sales data

Module 6: Integration with Other Software Systems
· Integrating SigmaQUOTE with SigmaNEST and other software systems
· Importing and exporting data between different software systems

Module 7: Advanced Features and Customization
· Customizing SigmaQUOTE templates, reports, and other features
· Troubleshooting common issues and errors

System Requirements

Minimum

Recommended

CPU: Dual-Core processor Quad-core processor
RAM: 8GB 16GB+
GPU: Integrated Graphics (OpenGL 4.0) Dedicated Nvidia GPU (4 Gb)
Storage: HDD 500GB+ SSD 256GB +
Display: 1920*1080p Dual 1920*1080p
Operating System: Windows 10 64bit Windows 10 64bit
Network: LAN Connection High Speed LAN connection
Juandre Baynham MECAD Academy
Juandre Baynham

Juandre Baynham (Applications Engineer)

  • SigmaNEST training coordinator and power user.
  • 10 years experience in the manufacturing sector.
  • Certified multidisciplinary draftsman.

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