The following list includes some - but not all - of QuoteASP's robust set of
features.
Quotation Building
Generate detailed, multi-level quotations with
unprecedented efficiency. Include component drill downs, optional items,
substitutions and quantity flow on effects.
Quotation Templates Store unlimited quotation templates with standard
pricing information or create new quotations using ones issued previously.
Relationship Builder Take the guesswork out of traditionally complex, multi-level
component pricing by creating 'relationships' that help determine the quantity
to apply to a quotation based on a given formula.
Order and Invoice Management Manage under construction, current and outstanding
quotations, convert to order or lost sale and group by date, product type, sales
person, region or division. Export orders to your accounting package or generate
an invoice directly from within QuoteASP.
Proposal Generation Build comprehensive, graphically enhanced proposals
via the inbuilt WYSIWYG editor complete with images, hyperlinks to stored
documents, or even link back to pages on your own website. Advanced users can
enhance already powerful functionality by developing proposals using the
in-built HTML editor.
Contact Management Store detailed contact information for quotation and proposal
personalization. Assign discount profiles, and retain full quotation, order and
invoice history.
Online Quotation/Proposal Delivery Issue e-mail notifications of new
quotations and/or proposals to your customer and grant them online access to
view, modify and download their final solution, in various document formats -
all in a secure environment.
Content Monitoring Monitor your customer's online activities such as
login date/time, time spent viewing and modifying a quotation, as well as areas
of interest about your proposal and organization.
Quotation Routing and Collaboration Assign tasks to other members of your
organization for input into quotations. Receive automatic status updates from
users of assigned tasks.
Quotation Approvals Set approval authority limits based on position,
threshold value or maximum discount. Then submit quotes to 'approvers' to
digitally sign-off prior to sending to your customer.
Budgets and Quotas Set budgets including minimum conversion rates, average
total gross margins, and total value ordered or invoiced for a period. In
addition, set individual product quotas that each member of your sales team need
to achieve over a given period.
Document and Image library Embed component, product and company documents and images
in proposals and determine their availability for downloading by your customers.
Digital Dashboards Rather than just tracking quote and proposal data and running
basic reports, view complete, fully interactive analytics that allow you to gain
a deep insight into your business. Identify your conversion ratios, and
determine which customers produce the highest margins.
Custom Views and Security Configure QuoteASP such that individual sales people
cannot see product costs, make modifications to overall margins, or discount
thresholds.
Reporting and Forecasting Detailed quotation history, margin analysis, win-loss
rates and individual performance can be easily reported. Report drill-downs to
hone in on areas of interest.
Importing and Exporting Import product component information from other
sources. Export accepted quotation information for use in production planning or
component purchasing.
Integration Built on the Microsoft.NET framework, QuoteASP's Web Services API
enables you to push and pull data remotely. In addition, QuoteASP can be fully
integrated into many of the most popular CRM solutions, including Salesforce.com, Salesnet and soon, Microsoft CRM
for full opportunity management and tracking.
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