QUOTATIONS

WorkWise ERP Manufacturing Software

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.

WorkWise ERP Quotations Application

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

Adds, Deletes, Replacements

Quick Exports

Link to Estimate

Unlimited Revisions

Ability to email and archive quotes

Configured Items

Standard COP Pricing/Discounting

Link to CRM Sales 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.

ERP and CRM integration with WorkWise Software