Quotes4Max

In addition, a key requirement is the ability to automatically generate a new sales opportunity for each quotation. As many of our customers provide verbal quotations, this module has proved invaluable by creating a confirmation quotation during a telephone conversation and forwarding as an email.  

Critically, as an opportunity record is created against the contact this means the quotation can be tracked, chased and progress monitored. When compared to alternative scratch pad or memory based control Quotes4Max has proved its value time and again in managing and generating new business.  

Key Features include:

• Product select by description and pricing
• Discount calculations for line item and total order values
• Auto create new opportunity for each quotation
• Price banding by quantity
• Create and update new Quotation versions also updates opportunity
• Company defined quotation templates
• Options to customise to meet customer requirements  

Key Benefits include:

• Verbal Quotes – quick and easy documented confirmation
• Sales Tracking – follow up ALL quotations for increased revenues
• Sales Reporting – analyse ALL quotations for progress to maximise revenues
• Quality – Consistent Company image and retain all contact information
• Accuracy – Ensures accurate quotations and history saving future disputes and queries 
• Versions – Save time recreating new versions whilst retaining full history for reference
  

	Download Quotes4Max Pdf Quotes4Max has been developed by CRM4Business twice international award winner for the implementation of CRM systems.