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
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