Quotation Software
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Domex Technical Information Pvt Ltd has developed a quotation management software designed for SMEs, featuring unlimited user access and both online and offline capabilities. The software allows users to create, manage, and send quotations including pro-forma invoices, with options for managerial approval, product and customer data uploads, and a built-in email system. It aims to enhance efficiency in generating quotations, track proposals, and minimize reliance on sales assistants.
Quotation Software
- 1. The Quotation Management Software for SME’s Developed by: Domex Technical Information Pvt Ltd
- 2. 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. 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. 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
- 6. Add / modify your Masters (e.g. : Our Company, Client, Vendor, etc..) Add / modify your Masters (e.g. : Our Company, Client, Vendor, etc..) Masters for Products Masters for Products
- 7. Add Enquiries & Send Enquires to Vendors Add Enquiries & Send Enquires to Vendors Generate Quotation, Revised Quote/Pro-forma Invoice or Regret Generate Quotation, Revised Quote/Pro-forma Invoice or Regret
- 8. Select your Preferred Office Location Select your Preferred Office Location Type of enquiry : e-mail, telephonic etc. Type of enquiry : e-mail, telephonic etc. Fix due date for submitting quote Fix due date for submitting quote Click upload button to add enquiry Click upload button to add enquiry Enquiry comments for user Enquiry comments for user
- 9. Uploaded enquiry will appear here Uploaded enquiry will appear here Click here to Assign to Your self or other user Click here to Assign to Your self or other user
- 10. Company InfoCompany Info Client InfoClient Info Quotation InfoQuotation Info Enquiry InfoEnquiry Info Add Product itemsAdd Product items Add terms & ConditionsAdd terms & Conditions Other InfoOther Info
- 11. Ref No. generated Automatically after selection of handling office Ref No. generated Automatically after selection of handling office Select authorized person to receive approval Select authorized person to receive approval Add products / items Add products / items Determine T&C for final quotation Determine T&C for final quotation Quotation to be saved or sent for approval Quotation to be saved or sent for approval Click for automatic calculation Click for automatic calculation Client info generated Automatically Client info generated Automatically
- 12. Option available for entering taxation for each product Option available for entering taxation for each product Pro-forma can be saved or sent for approval Pro-forma can be saved or sent for approval
- 13. 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. 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. Contact person e-mail will automatically appears Contact person e-mail will automatically appears Authorized person e-mail will automatically appear Authorized person e-mail will automatically appear Attach product catalogues, etc. Attach product catalogues, etc. Auto generated draft letter based on the Subject selected Auto generated draft letter based on the Subject selected Note : Along with email Quotation attached in PDF format Select the Subject according to the process Select the Subject according to the process
- 15. Update Enquiry Status (follow-ups, PO received, etc) Update Enquiry Status (follow-ups, PO received, etc)
- 16. View Complete Enquiry History Start to Now View Complete Enquiry History Start to Now
- 17. The Knowledge Processing, Information & IT Company