WorkWise’s CRM quote management feature simplifies the sales proposal process with its straightforward opportunity and quotation generation capabilities. From an easy to use interface, professional sales quotes can be quickly generated from opportunities, contacts or companies with the option to export in Word or as a PDF. And for those who have specific requirements, our quote management solution can be customized to meet your unique needs or integrated with other accounting applications.
Generate an unlimited number of quotes per opportunity, contact or company and access them from one central screen.
With our quotation management solution, you can maintain a quote history for each opportunity in your pipeline.
Generate professional quotes in Word or PDF format to be emailed to customers or saved electronically.
Sales professionals often spend a lot of time drafting proposals and obtaining approvals. Generating quotations in a stand-alone program, such as Microsoft Word or Excel, can be a time-consuming, tedious process that can negatively impact revenue and customer satisfaction over time.
Aptean CRM software delivers three methods to work with sales orders and streamline the quotation process:
If you do not need to interface with an accounting software, you can easily generate and send quotes directly from Aptean CRM, and include quote details such as product prices and manufacturers. From a sales order, simply provide the quote information and export it as a Word document or PDF.
If you’re using QuickBooks as your primary accounting solution, our QuickBooks Integration application allows you to seamlessly integrate your customer financials with your CRM data. Sales orders created in Aptean CRM can be quickly promoted to QuickBooks to create estimates, quotes and invoices. Product data stored in QuickBooks is synced with Aptean CRM to provide accurate product pricing information and quantities on hand.
If you’re running WorkWise ERP software, you can integrate directly with Aptean CRM and use the ERP Quotations application to streamline quote preparation. With this functionality, quotes can be generated with complete quotation content including notes and images, and then easily converted into a sales order without re-entering any data.
No confusing à la carte pricing or add-ons here. Simply choose between our Sales or Enterprise packages and our award-winning CRM software comes complete with everything you need. Plus unlimited phone, email and chat support. Absolutely no hidden fees or extra charges.