PortalProdigy Key Features > Quotation System
Increase sales and manage your business process more efficiently using PortalProdigy's includes Quotation System. Customers can submit request for quotes (RFQs) online. Specific items can either be manually entered by the customer or added from your Product Catalog. Customers can include their specifications and attach documents and other files to their RFQs. Automated notifications are sent to your staff when an RFQ is submitted. RFQs can be priced and automatically converted to quotes. Quotes can be emailed to customers including link back to your website to approve and submit as an order. The Quotation System also provides administrative entry of RFQs and Quote creation to handle RFQs recevied offline. Fully integrates with PortalProdigy's product catalog, order management, inventory management, contact and customer relationship management, sales & opportunity managment, and transaction management features.
Quotation System features and benefits include:
§ Allows customers to submit online requests for quotes (RFQs).
§ Requests can include an unlimited number of items.
§ RFQs can be automatically assigned to sales staff.
§ RFQs can be priced and automatically converted to quotes.
§ Automated emailing of quote to customer with link back to yoru website to approve and submit as order.
§ Onlne biddding feature allows you to offer and accept bids for items.
§ Items in your product catalog can be set to Request Quote in lieu of having a price.
§ Customers can submit specific requirements and attach document and other files to RFQs.
§ Print quotes.
§ Print sales reports.
§ Track RFQs and Quotes by customer.
§ Review RFQ, Quote and Order conversion history.