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Automation to the beginning of the sales cycle

eQuote extends automation to the beginning of the sales cycle, prior to finalization orders, enhancing efficiency and timeliness in reporting sales data and activities. Your sales reps submit quotes while customers and prospects request quotes with “point-and-click” ease.

eQuote records, maintains, and tracks sales quote information. Quotes can be generated for existing customers or new prospects. For prospective quotes, data is entered directly into the sales quote. When optionally converted to a sales order, customer master records are created directly from the sales quote, eliminating the need to enter information twice.

With eQuote, you get real-time, high-reliability, high-scalability business processing and delivery that gives you a competitive edge in today’s fast-paced digital economy.

eQuote advantages include:

  • Flexible pricing options enable incorporation of all standard sales order pricing and discounting techniques.
  • Quotes can be converted directly into a numbered sales order.
  • All closed sales quotes are saved in history files for future reporting.
  • Sales quote information for existing customers is automatically pulled from master files.
  • Quotes can be generated for standard stock items, standard non-stock items, and non-standard items.
  • Text areas are provided for additional comments and shipping notes.
  • Multiple searching facilities allow the tracking by quote and item.
  • Quotes can be built based on existing quotes, minimizing mistakes and time required for data entry.
  • A quote number is instantly generated when the quote is processed.