The quotation software module speeds up the sales process, with quick and easy access to pricing information your sales staff can respond to customer inquiries with ease. If the customer is happy with the quote and ready to make an order, the quotation can be quickly and easily converted into a sales order.Â
Quotations can be sent to customers via email, and if the customer was initially unsure, but is now ready to buy, the quote can be instantly retrieved.
Creating Quotations
The SAM suite of programs facilitates the creation of a quotation, which are akin to sales orders. You can generate a quotation for both existing and prospective customers. If a customer decides to proceed with an order, the quotation software seamlessly converts it into a Sales Order.
Once you’ve entered the details and saved a new quotation, it becomes active. Upon conversion to a sales order, the quotation is marked as completed and won. With the quotation module, you can generate orders for both existing customers and new prospective customers.
Features
- Quotation Tracking - Keep track of your outstanding quotations from a list or search for them. Additionally, set up email notifications for overdue quotes.
- Update Quotation - Easily add line items to quotes and update subtotals, taxes, adjustments, and grand total amounts.
- Group Quotations - Tailor prices for the same product based on customer segments.
- Email Quotation - Effortlessly send customers a sales quotation via email, and track the quotation when they return to place an order.
- Convert Quotation into Sales Order - Quickly convert quotations into sales orders and generate invoices with a single click when customers are ready to proceed.
- Customize Quotation - Create templates and showcase billing and shipping addresses, as well as terms and conditions.
- Accounts Integration - Seamlessly integrates with Sage 50 Accounts.
Benefits
- Save Time with Templates - Utilizing templates expedites the sales process and facilitates faster quotations.
- Personalized Quotations - Tailor quotes to individual clients, utilizing current pricing while applying individual or group discounts.
- Present Accurate Quotations - Access current prices instantly, ensuring accurate quotations and eliminating guesswork within your sales team, thus expediting the sales process.
Quotations
One of the key features of Sam Service Manager is the seamless ability to create, manage, and track estimates and quotations.Â
With our integrated system, clients can easily approve quotes and estimates, which can then be quickly converted into new jobs or sales orders.Â
This ensures a more streamlined process and faster turnaround times for all your business needs.
With over 25 years of experience supporting UK businesses, SAM Service Management Software is a proven choice for improving productivity, reducing downtime, and boosting customer satisfaction. Fully customisable and backed by expert implementation and training, it ensures your business stays competitive and efficient.
Packed with features to keep service operations organised and customers informed, SAM offers everything you need in service management software, field service management software, and job management software, all in one solution.
Discover how Service Management Software can transform your day-to-day operations, improve service delivery, and help you deliver exceptional results every time.
