From simple quotations using standard product lists to proposals that involve bundled products and services our quoting solutions work with native CRM functions to help sales teams quickly produce, manage and email their proposals.
For quotes that consist of multiple line items you can track your cost, profit, part numbers and revisions to transform the quote quality and cut administration giving sales staff more time to sell.
Manage quote revision - every time a quote is revised the changes are automatically tracked
Fully customisable quote templates - apply your logos, standard fonts, colours and other formatting changes so every quote is professionally presently and correctly branded
Literature support - include a list of literature including warranty information, directions, conditions and any other documents to accompany quotes
See your profit margin - with pricing and cost calculations reports your profit margin on every quote line
Line item customisation - options include capability for applying percentage discounts, adding a running subtotal, product descriptions, showing item images and more options for every quote line
Multiple pricing models supported - including cost mark-up, volume pricing, list price discounts and more
Sync quotes between offices - synchronise quotes between locations to share sales information with mobile users and office based teams
SwiftQuote for Microsoft Dynamics CRM
As an example of one of our quoting solutions we've developed an add-on for Microsoft Dynamics CRM, SwiftQuote that streamlines the quoting process enabling sales team to quickly create new quotes. Read More
Find out more
Contact us to find out more and discuss how a new quoting solution can improve your sales efficiency.
