Proposal and Quotation Software Module

Empower your sales force and channels with the Websource proposal and quoting software module to generate accurate proposals/quotes for their customers. Websource sales proposal and quoting tools:

• Generate proposals in either MS Word or PDF format.
• Save and modify saved quotes based on changing customer requirements.
• Copy entire quotes when multiple customers are bidding the same spec.
• Track quotes by status (open, won, lost, etc.) for follow up and analysis.
• Convert quotes into orders.
• Copy previously placed orders into new quotes for repeat business.

Proposal Quoting Software Tool

Proposal and Quoting Software Module is a perfect tool to ensure assembling orders quickly, and generating on-demand quality looking sales quotes and proposals for complex products. Stored in a database, they can be accessed in different formats, and utilized across the collaborative workspace. Proposal and Quoting Module generates request, proposal or quotes automatically, while minimizing iterative work, time-waste, consequently significantly improving proposal and quoting management practices.