Module: Quotes & Estimates Management
iTMS Quoting & Estimating management, allows for quick and accurate quote creation. Simply converts into sales or production orders.
- Focus on quick and accurate quote creation using industry specific "Quote Fast " windows and internal printed quote format.
- Multiple price breaks that can be recalculated on the fly .
- Automatic sequential quote numbering system ensures easy searching for all enterprise users.
- Convert full or partial quote into Client (Sales) or Production orders.
- Report, filter and publish on Quote "Bid to Win" ratios by date , customer and salesperson.
- Attach electronic documents to individual quotes .
Surprise your existing and prospective customers with super quick quote creation and professional presentation. Empower your sales staff with an easy to manage and efficient quoting and estimating tool.
