MANAGE QUOTES MORE CLOSELY
Simplify price quotes
-
Easily create price quotes for your prospects and customers.
-
Quickly email quotes to prospects and customers and revise them as often as needed.
-
Automatically convert quotes to sales orders with the click of a button.
-
Adapt quickly to quote requirement changes using the latest pricing, availability and notes.
-
Centralize your price quotes with a complete history across multiple locations & departments.
STREAMLINE QUOTING
Send quotes faster
-
Quickly process price quotes via a single, unified and uninterrupted process.
-
Save time by importing pricing from one price quote to another.
-
Respond faster to customers by quickly retrieving and duplicating estimates.
-
Automate the quoting process to improve processing times and lower costs.
-
Link quotes straight to a BOM, enter in margins, estimate labor and cost structures.
TRACK EVERY QUOTE
Closely monitor quotes
-
Get a dashboard view of open price quotes by type and status.
-
Enhance visibility in your quoting process with a full audit trail.
-
Make strategic projections based on data insights from all your locations.
-
Collaborate on deals across locations and departments with customer history.
