Quotation Software for Small Business
Quotation Management
Manage & create professional and customized quotations for products & services at lightning speed and never miss your quotes. Handle your customers efficiently and never miss your deal by instantly creating, updating, and sharing the quotations.
Features of Quotations
Create Professional Quotes
Create quotations with the client’s name, address, contact details, quotation number, and product-related details, with personalized notes and images. Configure your quotation based on your business needs.
List your products and services and reduce quotation time even for complex quotations.
Enter the product name, rate per unit, and a unique ID to add new products and services. Scopex quotations are AI & ML empowered to help directly retrieve product-specific details from this list and use them to generate quotations. Automate the quote generation and reduce manual errors. Automate tax and discount computations
Get the details you need from a unified platform
Say goodbye to spreadsheets or multiple email threads to get client information. Store all details of clients in the unified database. It helps to establish effective collaboration between clients and the sales team. Search and filter the client details and compare the performance data, scheduling appointments, and everything in one place.
Automated reminders and Alerts
Stay up-to-date with quotation follow-up reminders or avoid unattended quotes with the help of automated reminders.
Get detailed conversion reports
Actively track quotes to close deals faster with automated reminders. Record reports for every metric percentage quotation won, average discount per product or customer type, and more. Track quote versioning. Track quote revisions and approvals for future reference and quality control
Easily share quotations with customers
Automate email quotes. You can print or email quotations with ease. Optimize your quotation process and reduce errors by automatically sharing quotes with prospects from the platform.
Trigger quotation Approval workflows
Define rules to flexibly mark quotations that require approvals based on users’ approval limits and authorities.
Integrate with CRM and other apps
Efficiently manage the entire customer lifecycle with CRM integration. Real-time inventory check through seamless integration of inventory and purchase tools. Easily convert quotations to sales orders, purchase orders, and invoices or push your sales data into accounting or other software tools using Scopex.
Generate Quotations from anywhere, anytime
Mobile apps allow sales teams to generate and manage quotations based on real-time prices and inventory. You can set up the price models for different customer segments, territories, and more.
Set up Access control
Scopex offers data privacy features by setting up Access control.
Start a Free Demo!
Scopex Apps provides a FREE Demo to all its client to play around with the product & get to know if it suits their business. Scopex apps also offer a 1 to 1 free demo session to explain how you can use Scopex apps for your business.
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