Quote Generation
A key component in the sales automation domain is creating quotations and proposals. With Q360™ the process has been designed to make creating complex configurations easier and more accurate for the sales representative. It starts with visibility into the price list along with inventory levels across all your warehouses or those of distributors. Using kits in your price list allows your sales team to quickly create complex quotes accurately, reducing the likelihood of mis-configurations. Quotes being the genesis of the order fulfillment workflow, sales people have visibility into the processing of their quotes; submitting them for authorization by management, customer submissions, customer approvals, and successful conversions to work orders along with inventory allocations allow your sales team to provide accurate feedback on customer orders.
The administrative burden for creating and processing quotes is fully systematized in Q360™. Therefore everyone touching the process is more efficient allowing increases in throughput without additional resources.
Once your quotation is complete you can convert it to any number of quote or proposal styles to present to the client. Backup documentation such as a request for quote, or follow-up emails and the all-important customer purchase order can all be stored electronically against the quote for reference anytime in the process. As quotes and then orders progress through your organization pertinent information follows it along through workflow; reducing inquiries and administrative steps. One more way your organization becomes more efficient and more profitable.
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