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Quotations

 

Streamlined Quotation Preparation

Handle Quotes Faster

The WorkWise ERP Quotations application helps save time and effort by converting quotes to orders. It allows you to handle quotes faster by streamlining quotation preparation, and consistently creating accurate and complete quotation content. Quotes are accurately created including latest pricing, availability, notes and images. The Quotation application also helps generate more sales with proactive follow-up.

The Quotation Process

The Quotation Application allows you to handle quotes faster by streamlining quotation preparation. Quotes are created accurately with complete quotation content including notes and images. Quotes are seamlessly turned into orders without any re-keying of data to streamline your order entry process.

Flexible Quantity Breaks

Create different price tiers for company products based on the quantity that a customer buys.

Link to Estimate

Link your customers to pricing estimates on business products and services.

Configured Items

Simplify the production of engineer, ordered, planned and controlled products.

Adds, Deletes, Replacements

Add additional information to quotes, delete information as well as make replacements on quotes.

Unlimited Revisions

Do you need to add or delete information to/from a quote? Revise it as often as needed.

Standard COP Pricing/Discounting

Access and view standard COP prices and discounts when preparing customer quotes.

Quick Exports

Quickly inform potential customers about price points and payments with the fast export feature.

Ability to Email and Archive Quotes

Quickly email quotes to prospects and customers, and archive them for easy access later on.

Link to CRM Sales Opportunities

Utilize the CRM software integration feature to find potential business opportunities.

Quotations Features and Advantages

Features

  • Provide discounts according to customer or volume
  • Quotes can be created and maintained via web client
  • Check promise deliveries and item availability
  • Access to customer status and history
  • Automatically convert quotes to sales orders
  • Unlimited Revisions and Revision copy capability
  • Unlimited Quantity Breaks
  • User Defined Quotation Formats
  • Win/Loss user-defined tracking analysis

Advantages

  • Provide accurate quotes and estimates easily and quickly
  • Provide discounts according to customer or volume
  • Check promise deliveries and item availability
  • Access to customer status and history
  • Automatically convert quotes to sales orders

ERP software together with CRM software

WorkWise ERP includes our award-winning, full-featured CRM software. From quote to delivery, WorkWise gives you complete control of every aspect of your business.

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Ready to Learn More?

Ready to see how our powerful ERP software can benefit your business? Schedule your personalized, one-on-one demo today.

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