Quotation Management Solution
Streamline the Process of Generating, Tracking and Closing Sales Quotations
ProQuote is the ideal product to help you quickly assemble and issue professional sales quotations. ProQuote's comprehensive features and Microsoft Office integration give you the power, flexibility and control you need to streamline the process of generating, tracking and closing sales quotations. In addition, it integrates seamlessly with Blue Link Elite.
As each quote is initiated, ProQuote tracks the quote revisions, when the customer expects to buy and a probability of winning. No more shuffling through wads of paper to find a price, part number, quotation or account contact. It's all at your fingertips when using ProQuote.
Whether you are an expert or novice user, you will find ProQuote easy to use and will appreciate the full range of features that make ProQuote the best quotation management solution for MS-Windows.
Key Features
- Integrated
Price Book
maintains your on-line catalogue of products and services.
- Quote
Builder lets you quickly assemble quotes, apply
discounts and set margins.
- Filter Quotes & Track Status by customer, quote status, sales rep, region and many other criteria.
- Built In Customer Manager or optional link to ACT, Outlook or other contact managers.
- User
Defined Fields (UDF's) let you attach custom data fields specific to your business.
- Flexible
Import Module lets you import data from many different sources (ASCII, dbf, excel )
- Standard
Reports include quote worksheet showing profit and margins, won/lost report, part
activity, price list, quote status and more.
- e-mail quotes or reports in a few simple steps
- Microsoft
Office 97 compatibility with standard windows tool bars, icons and
pull down menus.
- Attach
Documents including cover letter, terms &
conditions and other documents.
-
Access Your Data in ProQuote's Microsoft Access Database, using third party tools.
Benefits
ProQuote will save you valuable time and reduce quote turnaround. It's true! Current users have reduced quote preparation time from hours to just a few minutes. For managers, ProQuote provides instant access to information on sales performance, quote status, won/lost ratios, margins, profit, customer activity and much more. With ProQuote you get:
- Consistent procedures and professional quote presentation.
- Better tracking and follow-up leading to increase close ratio.
- Improved customer service.
- Increased sales staff productivity.
- Faster quote updates and revisions.
- A single source of product, customer and sales information.
- Adjust pricing on the fly and instantly see the change in margin and profit.
- View sales & market trends.
- More accurate quotes with fewer errors.
- Better account continuity and improved communication.
- Improved price book management & control.
- Fewer missed opportunities.
You'll be delighted with the quick return you gain on your investment in ProQuote.
For more information about ProQuote, to request an on-line demonstration, or to arrange for an in-person demonstration at your offices, please contact us.
