Quote Management

  • Customers Form

    The form used to capture customer information into the SharePoint environment.
  • Quote Screen

    Captured quote screen. How the information is displayed.
  • Quotes

    The form to capture a quote in the management system.
  • Purchase Form

    The form used to capture purchase information into the SharePoint enviroment.
  • Quotes

    The form to capture a quote in the management system.
  • Sales Activity

    The sales activity is captured using this form in the management system

Do you need a Quote Management System in SharePoint?

Often companies have Financial systems, but cannot manage the quoting process.

We can offer you a system that manages your Sales Pipeline, including:

  • Allowing your Sales Reps to request Quotes from internal staff
  • Building your Quotes in Excel integrated from SharePoint data
  • Tracking your Sales Activity and Quote follow-ups
  • Monitor your Hit Ratio per customer, your Gross Profit, highest hit / miss ratio per Sales Rep, etc.
  • Check the progress on Orders resulting from accepted Quotes, and monitor your delivery capability
  • Track Invoices sent as a result of Quotes, and their Payment status

Some of the benefits of our system include:

  • Simplify the workflow between your Sales and Admin staff
  • Ensure all Quotes are numbered and easily found
  • Verify high-value Quotes prior to being submitted to the Customer
  • Allow your Sales Reps to focus on high-value deals, before they go cold
  • Verify which Customers are requesting Quotes repeatedly without accepting
  • Monitor completion and delivery of the Orders placed
  • Invoice as soon as the work is completed or Orders are delivered