Creating quotes manually is
awkward and inefficient
This might
be familiar to you: Sales personnel often have to have several applications open
in order to create and track a quote: the Word document to create the quote, an
Excel spreadsheet to calculate the price and the contact management or CRM
system to enter the forecast. The same applies when modifying quotes. The price
changes always have to be changed in all applications. That costs time, money
and nerves and also affects the motivation of the sales staff unfavorably. But
manual quote tracing has disadvantages for all subsequent processes as well: The
quotes have to be written off and transferred to the ordering system
manually.
Support your sales staff with automated
and sustainable quote
management
The QuoteWerks quote management solution places a tool in the
hands of your sales team that drastically simplifies the whole quote management
process, from creation through modification to the order.
A few mouse clicks and
the quote is ready
Prices and products
are stored in a database that is easy to create and maintain. Product
information and prices from third-party applications can be imported via an
import interface. When the quote is being created the individual quote items are
easily collated with a click of the mouse. Complex quotes with free text
passages can also be created quickly and easily with QuoteWerks. The system
calculates subtotals, rebates, end prices and sales tax automatically. Once the
quote is ready it can be printed out or sent by e-mail as a PDF attachment
directly from the application. Of course the look and feel of the quote will
correspond to your company guidelines.
Every interaction with the customer
will be tracked
automatically
Since it is coupled with your contact management or CRM
system, it is no longer necessary to have more than one application open to
process a quote. The quotes are tracked and the forecast is generated
automatically. If the quote is modified the new quoted price appears in your
contact management system as well. But the altered quote document is not just
overwritten. The system automatically version controls the documents so that you
can trace back the whole quote history.
From quote to order
When the order is received the quote is
transformed with a mouse click into an order acknowledgement. The invoice is
also generated automatically. All the data in your applications are updated
accordingly.
