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Quoting 2017-09-20T05:47:05+00:00

Quoting

Our system was designed by salespeople for salespeople with those busy schedules in mind. You know your customer better than anyone. Standardize and capture all the information needed by all departments without sacrificing the ability to customize the look and feel of your quotes.

  • Access, Manage & Send Quotes from anywhere with the Web
  • Customize Quote Templates in Excel or Word
  • Associate Lump Sum “Kits” to GL Accounting Line Item Detail
  • Obtain Quote Approval from your Customers with E-Signatures
  • Automatic Workflow Process Notification Emails
  • Preconfigure Rates by Customer, Branch, Type & More
  • Manage Prospective & On-Hold Customers
  • Manage & Review Lost Sales Quotes with Custom Categories
  • Send Quotes to Dispatch with a Single Click