Use any one
of the Best online quoting
tools and you will
understand how easy it is to manage the quoting process. Features in these
tools are designed in such a way that you can create quotes the way you want as
per your requirements. Moreover their functionality is such that you face no
issues connecting them to your business system.
Following are
some of the important features of this quoting tool:
Seamless Integration with Existing Software
Platforms
Integration
is critical for seamless flow of data between different systems. Sales quoting
tools are designed to integrate effortlessly with your existing Business management solution, which
eliminates tedious and repetitive data entry. This means the information that
is entered in the software tool gets transferred to your existing business
system in a single click. So you can create a powerful integration between
Sales quoting software and your CRM, your ERP, which will ensure that data
entry in quoting tool gets automatically updated in other systems.
Support for Multiple Templates
The Sales quoting
software has an enormous library of predefined templates
that you can choose to create your sales quotes. Moreover, you can always edit
these templates so as to customize it as per your requirements. For instance,
you can add logo, company details etc to the quote document.
You can also customize
theme template so that it suits your business atmosphere. You can also increase
readability by customizing font colors that stand out from the background. It
is also possible to change font size that is large enough to be readable on
both desktops and mobile devices.
Dashboard
The sales quoting
tool dashboard is primarily designed to provide information about key customers
at a glance. For instance, you can know how much revenue your key customers have
generated till date from total orders in the current year. In short, it depicts
the business performance by showing the number of quotes, carts, and orders
generated by respective customers.
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