6 Must-have Features of a Quote Management System

Quote Management System 6 MUST-HAVE FEATURES OF A Quote Management System

6

Features to look for when picking a quoting software

Easily Accessible Over the Internet

01

WEB QUOTING TOOL

A web-based software essentially runs on the Internet

02

The cloud server provider offers server space that you have to rent for your software application. To put it simply, your software application is available over the Web and can be accessed from any device connected to the Internet.

IN-DEPTH REPORTING FEATURE Indepth reporting available in an IT quoting software will give you a good understanding of how your business is progressing in terms of sales and profits.

With reporting feature, you can create different types of reports to get an overview of how your business is faring.

AUTOMATED FOLLOWUPS Automated follow up feature will allow you to schedule follow up emails that will trigger for conditions like 'Not replied'. Moreover, you can even personalize these follow-up messages for greater impact.

Ability to Accept and make Payments in a Single Flow

QUOTING SOFTWARE WITH AN ELECTRONIC SIGNATURE

-An easy way to sign documents online irrespective of the devices.

-Whether your customers are using desktop, laptop or tablet, they can quickly sign and accept the quote online. Moreover, it should be connected to a payment gateway like PayPal. So once your customers accept the quote, they can make payments on the spot using their credit/debit card.

PDF DOCUMENT GENERATOR

-Make sure your quote or Proposal generation software has a PDF document generator.

-This feature will give you the opportunity to send quotes in attractive PDF format.

ABILITY TO INTEGRATE WITH OTHER SOFTWARE APPLICATIONS 01 You might use a CRM software to better manage customers or incorporate ERP system to gain greater control over their business processes.

It is advised not to use these applications as standalone systems.

02 Ensure that your quoting system you finalize comes with strong integration capabilities.

Using an integrated system can certainly help to improve efficiency and boost productivity.

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