- Links
with Word to automatically generate quote documents and html
attachments for emails.
- Automatically
generate emails for quick quoting.
- Create
a library of Word documents to ensure speed, accuracy and
professionalism.
- Item
lists can be imported or added manually. This can potentially be
replaced with an ODBC link to your inventory system.
- Pricing
can either be calculated as a predefined Markup from Cost or discount
from RRP.
- Details
of quote cost, profit and %GP are displayed on screen while the quote
is being created.
- It
has optional document control to control quote revisions.
- The
user can save and recall quotes from a favourites list to speed up the
process.
- When
a quote is created, Revenue, cost and profit fields in the Opportunity
Manager are updated.
- A
quote can be converted to an order and then converted into an Excel
spreadsheet that contains details like cost, supplier supplier code
etc. This can also potentially create a "Sales Order" in
your financial system.
- When
the order is created, the Opportunity is automatically changed to
"Won" and the date, Revenue, cost and profit fields are
updated.
For more information about MaxQuote Manager,
click
here.
If you want someone to
contact you, click here sales@rapid.com.au.
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