Features of a Quote Management System

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Features to look for when picking a quoting
software
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Easily Accessible Over the Internet
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A web-based software essentially runs on the
Internet
WEB QUOTING TOOL
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.
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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.
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Ability to Accept and make Payments in a Single
Flow
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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.
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-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.
PDF DOCUMENT GENERATOR
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ABILITY TO INTEGRATE WITH OTHER SOFTWARE
APPLICATIONS
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.
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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Thank You