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Sales Quote extends automation to the beginning of the sales cycle, before finalization of customer or prospect orders. This enhances both the efficiency and timeliness of reported sales data and activities.

Sales Quotes At-A-Glance

Sales Quote Entry

  • Quotes standard stock items, standard non-stock items, non-standard items, configured items and additional charges
  • Integrates all standard sales order pricing and discounting techniques
  • Extensive text areas for additional comments
  • Quotes for both existing customers and new prospects
  • Tracks probability of closure for expected-value reporting

Competitor and Probability-of-Closure Tracking

  • Maintains master file for each competitor
  • Tracks competitor information for each sales quote or item
  • Generates win/loss reports

Convert Sales Quote to Sales Order

  • All or selected part of sales quote can be converted to a sales order
  • Optionally closes sales quote as a result of the conversion
  • Creates customer information from prospect data

Standard Inquiries

  • Sales Quote
  • Sales Quote History
  • Sales Quote Product Configuation
  • Sales Quote Status
  • Sales Quote By Item
  • Sales Quote History By Item Competitor

Standard Reports

  • Sales Quote Configured Pricing
  • Sales Quote Configured Review
  • Sales Quote Status
  • Sales Quote History
  • Sales Quote Review
  • Sales Quote-Expected-Value
  • Sales Quote Win/Loss Analysis Competitors
  • Sales Quote Status Codes
  • Sales Quote Type
  • Win/Loss Reason Codes
  • Probability of Closure Codes
  • Sales Quote Analysis