The ability for multi-level user login streamlines multiple sales and distribution channels with net cost calculation at each channel level.
Create a quote, send your customer a PDF and track the quote through the process. You can edit quotes or create multiple quotes for any contact.
You can upload your products and add them to your sales quotes with a single click. No need to re-key product descriptions or prices, just add products to your quotes, save and create a PDF for your customer.
- - Create customized sales quotes for customers
- - Automatically adds your logo and information
- - Create PDFs of quotations to send to customers
- - Revise and republish quotes at any time
- - Calculates sales tax and totals
Benefits
- Lead generation through requests for quotes from new customers.
- Eliminate pricing errors through up to date current pricing information maintained internally.
- Complete mailing list for new product launches and eMarketing.
- Detailed quote history of all quotes generated.
- Bridge the gap from opportunity to order
- Ensure speed, accuracy, consistency of quotes and proposals
- Handle any sales channel configuration
Features
- Easy to add and approve distributors.
- Easy to manage salespeople linked to a distributor profile.
- Ability to make product changes quickly, all changes will be applied immediately.
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