sales quote

Quote Management

Posted on by maplespeaker

Call it Order or Proposal or Quote, manage it with ease using Maple CRM solution. We understand that you want to send elegant and informative quotation to your customers that too without spending much of your precious time. Maple CRM make it easy for you to configure, generate and store your quotations.

Your sales staff can quickly generate intuitive price quotes for your products/services to any clients.

Quick Highlights:

  1. Instantly generate quotes and orders through the application.
  2. Easy management of quotations under opportunities or customers.
  3. Apply discounts, taxes as well as include terms & conditions.
  4. Configure the quotation profile with default values and use it quickly to create quotes in less than a minute.
  5. Create time-limited quotes and enable options to approve or cancel the quotes for easy tracking.
  6. Track the status of Quotes and easily convert them to Invoices.
  7. Send Quotations directly to customers with template based emails. Saves up your time in a big way.
  8. Choose the quotation templates that best suits your business model.
  9. Automate the calculation of total, discounts and taxes. You don’t need to spend an extra minute for any calculation.
  10. Configure multiple quote profiles and save time as well as resource to replicate the same set of information for different types of quotes.

The solution also supports Product Catalogue where you can define all your products and its rates so that you can simply pull it over when generating the quotes.

Maple CRM’s Quotation Management provides your organization to seamlessly generate unlimited quotes. Maintain confidentiality by enabling access control to the quotation management feature in terms of who can create it and who can view it.

Configure your price Quotes with Maple CRM’s easy to use ‘Quotation Management Feature‘. If any questions, please contact our team directly via Phone or Email. Visit our Website at www.maplecrm.com

New feature – Quotation Management

Posted on by maplespeaker

Quotations are an important part of the business functions which helps the prospective buyer to know what is the cost involved for the products and services that the company is offering. The quotations also include information like payment terms, price per item etc, quotation validity, etc.

It is a common practice for many companies  the provide the potential customer with a quote (can be referred as estimate) of how much the products would cost.

For sometime, we had been getting requirements for having quotation feature in our sales & marketing module. We understand that quotation management is an important feature that could benefit many companies in generating instant quotes and sending it to customer without really having it done from different people of the department. We have this solution newly added a week ago with functions that would be easy to use can generate quotations very quickly.

So you can –
• Generate quotations based on the products and services that you offer.
• Use product Catalogue and Services Catalogue feature that helps in adding all the products and services list along with its unit price.
• Provision for entering tax or discount while preparing quotes.
• Store the generated quotations to its specific clients in the CRM system automatically.

The solution not only helps in generating quotations but also helps in storing these quotations to its specific clients in the CRM system. Here is snapshot of the quotation preparing page. Also, have a look at generated quotation in pdf format.

For more details regarding the quotation feature, kindly write to us at info@maplecrm.com