Quotation Management Software
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create an order you simply mark the quote as accepted
and the order form is automatically filled in
with the quoted items. You can then edit the order
to change, delete or add items to fit the specific
needs of the customer.
the order form is linked to the customers' tables
in the CRM System, you can pick different locations
for invoicing and shipping from pull down menus.
The order module also allows you to record work
order instructions and all relevant information
required to complete the order.
For rejected quotations, iQuote
provides the facility to record comments as to
why the quote was rejected (e.g. price, delivery..etc.)
This can be a powerful tool for lost sales analysis
by product, customer etc.
Bill of Materials
The Bill of Materials
(BOM) program is an add-on module to prepare detailed
material and labor requirements to complete a
job by using "Component List" features
in the price book, you can automatically create
Bill of Materials for quoted products. Bill of
Materials can consist of assemblies, sub-assemblies
Once created, you add,
change or remove items using the standard tool
The optional Bill of Materials
module will also give you access to the optional
purchasing program for ordering components or
subcontracting work. iQuote's optional purchasing
module keeps track of PO numbers, suppliers, delivery
dates , shipping instructions and purchased pricing.
When quoting on new projects you can issue requests
for quotations (RFQ's) to obtain current pricing
information from suppliers.
the Bill of Materials is completed, you can track
the completion of the order with
iQuote's optional project
tracking module. This module provides facilities
for planning, scheduling and monitoring the progress
of each component and assembly in the BOM. You
can also schedule and monitor the shipping and
receiving of parts and materials.
to support Microsoft's open standards, Quote 5.0
can be customized to your business needs and interfaced
to other systems. iQuote can also help streamline
the process of distributing pricing information
and establishing a standard approach for issuing
quotations across your entire distribution channel.
5.0 is ideal for regional offices and outside
sales rep's who require the flexibility to issue
quotations from remote locations. Integrated import
and export features facilitate the transferring
of information and consolidating it for management
Efficient quotation management
equals better quote to order ratios.
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