Integrated
Quotation Management Software
Feature
Synopsis
< Previous
1 2 3
4 5
Next >
|
The system will also write information back to
the Customer Relationship manager regarding the
quoted item status and follow up issues required
for the quote. Considering that your customer's
name and address information resides in your CRM,
iQuote Express leverages that information so re
typing of contact information into the quote software
is not necessary.
| |
On-line Price Book
Working as an on-line catalog of all your products
and services, the integrated price book lets you
build quotations faster and with less effort.
Like an index, the price book is divided into
major product sections, sub sections and categories.
You can quickly find any part you require, even
when the database contains thousands of items.
For any item in the Price Book Database you can
attach:
- Part & Model Numbers
- Description
(Short & Long)
- Cost, Margins & Pricing
- Associated
Drawing Names
- Dollar Conversion Factors
The Price Book Index acts as a very effective
filter for users quickly find the items they wish
to quote on.
|
Price
Book Screen Shot
|
|
To
save time, iQuote Express' new Price Book
Import Wizard manages price updates manually
or from your Vendors, Distributors, or Accounting
system
|
The Price Book Import Wizard guides you through
the process of importing your price lists into
iQuote Express. Once imported you can save the
import field structure for usage when you receive
Price updates.
iQuote Express can import prices into the price
book care of Excel, Access, Dbase, or Delimited
Format The normal field layout is PB Section,
Equipment Type Section, Part #, Mfg #(optional),
Cost Price, Selling Price.
Look at the Price Book Screen Shot below to see
where this data appears.
|
|
Protect
your Price Book Descriptions from Being
Overwritten by your Distributor, Vendor
or Accounting Price Lists
|
Quite often the standard product descriptions
from your accounting, ERP or supplier lists are
not conducive for sales quotations because the
descriptions lack relevance to your customers
or there may be description length limitations.
With iQuote Express you can change the descriptions
of your products and protect them from being overwritten
by price updates … This powerful feature
allows you to take advantage of the raw data available
from your back office systems in order to drive
revenue, yet keep product descriptions conducive
to your target audience.
| |
|
|
