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.