Quotes Management Solution
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1 QuoteInCloud_ Quotes Management Solution Technology that Works for You. QuoteInCloud_ 2
2 users all businesses, from small-scale to large-scale ones processes sales platform on-premise, cloud, private cloud, hybrid QuoteInCloud funkcionalities Detailed monitoring of clients in the crm system also includes quotes management. The system enables detailed monitoring of the created quotes by customers, specifying their total amounts. Updating and monitoring of the product catalogue is also one of the possibilities that the system offers. Defining product prices and defining discounts by clients or quantity discounts is the basis for the generation of every quote. Quote management enables the system users to: X Create and update quotes for customers, X Manage the product catalogue, X Define quantity discounts and discounts by clients, X Unified numerical sequence of quotes, X Report for screen dumps of quotes, X Statistics of quotes generated and sales realized within a defined period of time. QuoteInCloud_ 32
3 Create and update quotes for customers Define quantity discounts and discounts by clients Manage the product catalogue Unified numerical sequence of quotes Managing sales quotes enables the system users to create and update quotes for their customers, manage product catalogues, define quantity discounts and discounts by clients, unified numerical sequence of quotes and report for screen dumps of quotes, and create statistics of quotes generated and sales realized within a defined period of time. Report for screen dumps of quotes Statistics of quotes generated and sales realized within a defined period of time QuoteInCloud_ 43
4 Detailed reports, statistics and quote analyses are available to those responsible. Quotes from all clients can be entered in one place. All system users can read the quotes for which they have security rights and detailed reports, statistics and quote analyses are available to those responsible. The solution enables that certain information from the various portals containing bidding lists, new tenders, contract awards etc is gathered via crm. All this information can be seen on the assembly point and searched by various criteria or the data can be transferred to a table in the form of a report. Some other advantages of the quote management system: X Besides managing the quotes for classical products, the solution is flexible enough to enable managing the quotes for services X Quotes with various vat rates are possible X Adding comments on screen dumps of quotes is enabled X Entering selling and buying prices and margins is enabled X Prices expressed in various currencies X Copying of quotes in order to speed up the creation of similar quotes QuoteInCloud_ 54
5 Detailed reports, statistics and quote analyses are available to those responsible. Quotes from all clients can be entered in one place. All system users can read the quotes for which they have security rights and detailed reports, statistics and quote analyses are available to those responsible. The solution enables that certain information from the various portals containing bidding lists, new tenders, contract awards etc is gathered via crm. All this information can be seen on the assembly point and searched by various criteria or the data can be transferred to a table in the form of a report. Some other advantages of the quote management system: X Besides managing the quotes for classical products, the solution is flexible enough to enable managing the quotes for services X Quotes with various vat rates are possible X Adding comments on screen dumps of quotes is enabled X Entering selling and buying prices and margins is enabled X Prices expressed in various currencies X Copying of quotes in order to speed up the creation of similar quotes Comping d.o.o. Heinzelova 70, HR Zagreb T F QuoteInCloud_ 1
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