Quotation Software and Proposal Software

1. The Quotation Management Software for SME’s Developed by: Domex Technical Information Pvt Ltd

2. KEY FEATURES • Unlimited user access • User friendly software / Online & offline access • Create quotations according to location of your office or • department-wise. • Managerial approval option available for better control. • Quickly generate Quotations / Pro-forma invoices & save in PDF. • Draft letter formats available for instant submission of your • proposal(s). • In-built email options for sending your quotations. • Preserve all enquires. • Option for uploading your products, customer details in excel. • Data back-up facility available.

3. USER BENEFITS • Overcome Attrition & reduce dependence on sales assistants • Quotation generation from any location 24/7 via internet. • Fast-track your proposals to achieve sales. • Track & view status of all your proposals instantaneously. • User friendly interface.

4. MODULES • MASTER • Company Details • Customer Details • Products • User Creation • Email Draft • Excel Upload • Terms & Conditions • Transaction • Add Enquiry • Assign to user • Generate Quotation & • Pro-forma • Approval Process • Generate PDF • Inbuilt email Facility • Revised Quotation & • Pro-forma • Regret / Cancel

5. CREATE MASTERS

6. MASTERS Masters for Products Add / modify your Masters (e.g. : Our Company, Client, Vendor, etc..)

7. TRANSACTIONS Generate Quotation, Revised Quote/Pro-forma Invoice or Regret Add Enquiries & Send Enquires to Vendors

8. CREATE ENQUIRY Type of enquiry : e-mail, telephonic etc. Select your Preferred Office Location Fix due date for submitting quote Click upload button to add enquiry Enquiry comments for user

9. ADD NEW ENQUIRY Uploaded enquiry will appear here Click here to Assign to Your self or other user

10. QUOTATION PAGE Company Info Client Info Quotation Info Enquiry Info Add terms & Conditions Add Product items Other Info

11. GENERATE QUOTATION Ref No. generated Automatically after selection of handling office Client info generated Automatically Select authorized person to receive approval Click for automatic calculation Add products / items Determine T&C for final quotation Quotation to be saved or sent for approval

12. PRO-FORMA INVOICE Option available for entering taxation for each product Pro-forma can be saved or sent for approval

13. AUTO GENERATED QUOTATION AND PRO-FORMA IN PDF User can send Quotation & Pro-forma in PDF to client through inbuilt email facility. A copy of quotation/ pro-forma will be saved in the server for future reference. The PDF format contains details of client name and address, key person, Product item details, T&C etc.

14. INBUILT E-MAIL OPTION Authorized person e-mail will automatically appear Contact person e-mail will automatically appears Attach product catalogues, etc. Select the Subject according to the process Note : Along with email Quotation attached in PDF format Auto generated draft letter based on the Subject selected

15. STATUS OF ENQUIRY Update Enquiry Status (follow-ups, PO received, etc)

16. ENQUIRY HISTORY View Complete Enquiry History Start to Now

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