| Integrated
Quotation Management Software Feature Synopsis
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iQuote
comes with a comprehensive set of reports including:
- Quotation (quote, cover
letter, terms and conditions)
- Quotation Work Sheet
- Quotation Status
- Forecast Report
- Work Order
- Production Status
- Bill of Materials (option)
- Purchase Orders(option)
- RFQ's (option)
- Job Costing Drawing List
- Project Schedules (option)
- Packing SlipOther reports
and queries can be custom made to suit your
needs
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Return on Investment
iQuote
can impact your bottom line through:
- Faster
turnaround and reduced sales cycle times
- Better
tracking and sales follow up
- Improved
productivity - Less time to generate quotations,
orders and BOM's
- Greater
accuracy - Fewer errors in quotations as each
quote is based on up to date costing information
- Consistent
quality in output and improved account continuity
- Eliminate
duplication of effort and data redundancy
- More
effective decisions - with a better handle on
sales forecasts, project control and tracking,
you can better define present and future client
and requisition needs
- Improved
access to information - Less disruption when
someone is away, changes jobs or leaves the
company. Likewise, new staff will be productive
faster
- Streamline
information sharing with suppliers, distributors
and customers
- Reduce
costs - select the most cost effective parts,
leverage purchasing opportunities and reduce
the number of suppliers
It all adds up to :
- Faster
Service
- Improved
Productivity
- Lower
Costs
- Enhanced
Quote to Order Ratios
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Usage Requirements
-
Windows 2000 or higher
- Minimum
recommended configuration includes: Pentium
PC or laptop with 512 MB of RAM, 100 Meg of
hard drive space
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Features List
- Microsoft
Office "look and feel" with standard
Windows toolbars, icons and pull down menus
- Integrated
Price Book that works as an on-line catalog
of all your products and services
- Quote
editor to quickly assemble quotes, apply discounts
and view margins
- Filter
& view quotes by customer, quote status,
sales rep, region and many other criteria
- User
Defined Fields (UDFs) let you attach custom
data fields specific to your business
- Track
quotes by date issued, probability of winning,
expected award data and other parameters
- Flexible
import module lets you import data from many
standard formats
- Attach
cover letters, terms & conditions, and other
documents
- Consolidate
& synchronize quotes from outside sales
reps and branch offices
- Standard
reports including internal quote format, won/lost
report, part activity, price list, quote status
report and more
- Custom
reports produced using the power of Microsoft
Access or other third party report generator
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