QuoteASP Product Capabilities

The following list includes some - but not all - of QuoteASP's robust set of features.

Quotation Building - generate detailed, multi-level quotations with unprecedented efficiency. Include component drill downs, optional items, substitutions and quantity flow on effects.
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Quotation Templates - store unlimited quotation templates with standard pricing information or create new quotations using ones issued previously.
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Relationship Builder - take the guesswork out of traditionally complex, multi-level component pricing by creating 'relationships' that help determine the quantity to apply to a quotation based on a given formula.
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Order and Invoice Management - manage under construction, current and outstanding quotations, convert to order or lost sale and group by date, product type, sales person, region or division. Export orders to your accounting package or generate an invoice directly from within QuoteASP.
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Proposal Generation - build comprehensive, graphically enhanced proposals via the inbuilt WYSIWYG editor complete with images, hyperlinks to stored documents, or even link back to pages on your own website. Advanced users can enhance already powerful functionality by developing proposals using the in-built HTML editor.
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Contact Management - store detailed contact information for quotation and proposal personalization. Assign discount profiles, and retain full quotation, order and invoice history.
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Online Quotation/Proposal Delivery - issue e-mail notifications of new quotations and/or proposals to your customer and grant them online access to view, modify and download their final solution, in various document formats - all in a secure environment.
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Live Chat - Chat live with your prospects while they are viewing their proposal and quotation. Your sales professionals are alerted by audio and screen prompts when a customer initiates a conversation.
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Content Monitoring - monitor your customer's online activities such as login date/time, time spent viewing and modifying a quotation, as well as areas of interest about your proposal and organization.
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Quotation Routing and Collaboration - assign tasks to other members of your organization for input into quotations. Receive automatic status updates from users of assigned tasks.
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Quotation Approvals - set approval authority limits based on position, threshold value or maximum discount. Then submit quotes to 'approvers' to digitally sign-off prior to sending to your customer.
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Budgets and Quotas - set budgets including minimum conversion rates, average total gross margins, and total value ordered or invoiced for a period. In addition, set individual product quotas that each member of your sales team need to achieve over a given period.
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Document and Image Library - embed component, product and company documents and images in proposals and determine their availability for downloading by your customers.
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Digital Dashboards - rather than just tracking quote and proposal data and running basic reports, view complete, fully interactive analytics that allow you to gain a deep insight into your business. Identify your conversion ratios, and determine which customers produce the highest margins.
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Custom Views and Security - configure QuoteASP such that individual sales people cannot see product costs, make modifications to overall margins, or discount thresholds.
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Reporting and Forecasting - detailed quotation history, margin analysis, win-loss rates and individual performance can be easily reported. Report drill-downs to hone in on areas of interest.
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Importing and Exporting - import product component information from other sources. Export accepted quotation information for use in production planning or component purchasing.
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Integration - built on the Microsoft.NET framework, QuoteASP's Web Services API enables you to push and pull data remotely. In addition, QuoteASP can be fully integrated into many of the most popular CRM solutions, including Salesnet, Salesforce.com and soon, Microsoft CRM for full opportunity management and tracking.
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