quote management software: quotemaster
Quickly turnaround requests for quotes and utilize powerful quoting features with SAM Pro Enterprise's Quotemaster software. This feature enables your sales and service personnel to easily generate sophisticated quotes with multiple options and features. Once a quote is approved, you have the option of automatically generating both a work order and purchase order(s).
Benefits — Quote Tracking Software, Quotemaster
- Track quotes throughout the sales process, providing the opportunity to better anticipate and understand customer needs
- Automating the quote process means quick turnaround and can help close the deal before a competitor
- Enhance Quotemaster's efficiency by using reminders through Rules-Based Management that are sent directly to managers for quotes that sit past predetermined deadlines
- Automatically generate the appropriate work orders and POs needed for an approved quote
Features — Quotemaster, Quote Software
- Provide customers with an unlimited number of options per quote
- Generate quotes from flat rate categories
- E-mail vendor approval forms directly from the PO software
- Supports fixed fee, percent markup or gross margin quotes
- Supports multiple flat rates per option and revenue adjustment
quotemaster software in action
A sales person generates a quote with multiple scopes and options. This quote can now be tracked throughout the sales process.
The customer then approves the quote either in person, over the phone or via the Web.
A work order is automatically generated and opened. The necessary PO(s) are also automatically generated at this time.
