Thinking of accelerating your quoting process? Well, then go for
quoting software tools, which has long been the preferred platform to create
quotes in minutes. If you already have an ecommerce store, then just connect an
online quoting tool with your system, and rest assured you will be in a
position to create quickly, in minutes. The sales quoting software is something you can trust to create a large number of quotes in
minimum amount of time.
Online quoting tools
are integrated with aggregated catalog that contains detail product information coming from different
distributors. Hence there is easy access to product information while creating
quotes. No wonder, the quoting tool can help simplify the quoting process and
improve the productivity of your sales team. Your sales team would be able to generate
higher number of quotes in lesser number of time.
How to Create Quotes using Online Quoting System
Go to BackOffice->Sales->New Quote->Quotation – General
Enter all the necessary customer details for whom you want to
create a quote. Fields such as Name, City, State, Zip, and Country are
highlighted in red, which means it is a compulsory to enter information in
these fields.
After entering the necessary information and then clicking on
‘Continue’ button, the ‘Products’ Tab screen will open. Here, there are 2
methods to enter products in the quote.
In the first method, you have to click on the ‘Search’ button,
which will redirect you to ‘Search Criterion’ page. Enter the search criteria
for the product that you are looking for. You can enter Part Number, SKU#,
Keyword or Manufacturer of the product. Depending upon the criteria, the
products will be pulled from ‘Supplier’ catalog or ‘Custom’ catalog or both,
and then displayed on the screen. You have to then select the products and then
click the ‘Pick’ button. Upon clicking, the selected products will appear in
the Quote on ‘Products’ Tab.
In the second method, you have to click the ‘Import Quote Items’
button. With this option, you can enter all items in the quote in one go, using
Excel sheet. Here, you have to enter the details of all your products in Excel
Sheet format and then upload the sheet in the quoting system. The products
(items) will be eventually visible in the quote.
When the items get uploaded in the quote, click on the Terms
Tab. Here, you have to enter ‘Payment Details’, the payment method by which the
customer will pay for the items. The payment method can be Credit Card, Company
PO or any other options listed in the dropdown field. On the same page in Terms
Tab, you also have to fill details related to ‘Billing Address’ and ‘Shipping
Address’ of the customer.
Upon filling all the details, click on the ‘Continue’ button.
Here you will be redirected to ‘Print Setup’ where the system gives you the
flexibility to decide what all things can be included in the quote. For
instance, you might not want your customer to view MSRP prices, freight, and
handling charges or individual itemized prices in the quote. All these changes
can be easily implemented on this page.
In the Print Setup Tab page, there is ‘Preview and Print’ link.
Clicking on this link will enable you get a ‘preview’ of the quote before you
send it to the customer.
Moving on to ‘Send’ Tab, here you are required to fill details
that are required to send an email to the customer. The system provides the
option to attach the quote in attractive HTML, PDF, DOC and EXCEL format. Once
you fill the details and attach the quote in the desired format click on ‘Send
Mail’ button.
Sending Quotes Quickly
In some cases, a prospective customer wants a quote as soon as
possible. When there is urgency for creating quotes, you can use the ‘Quick
Quote’ feature. This feature enables you to create quotes with bare minimum
information of the customer. Also, there are customers who have complex quoting
requirements that require configuring the products and then adding it to the
quote. In such circumstances, you can use our configurator feature that will
allow you to create complex configurations which you can then add to the quote.
On the whole, when it comes to
injecting speed and accuracy into your quoting process, it is a must to use a quoting
tool. It is a one-stop solution to resolve all the issues associated
with manual quoting.
0 Comments