Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The Quotation Management System is a user-friendly and adaptable platform that enables businesses to efficiently create, submit, and monitor quotes and invoices. As an open-source web application, it can be easily downloaded as a Windows installer executable, simplifying the installation process for users. This system allows for the management of all quotation records within a single intuitive interface while ensuring compliance with necessary tracking standards. Users can automatically generate quotations in PDF format through custom-designed templates, enhancing document presentation. It also offers straightforward web-based document management features, enabling users to modify attached documents while retaining a complete history of changes. Additionally, the system allows users to lock and unlock documents as needed. On-demand reporting capabilities provide essential compliance and audit information, along with detailed insights into the records management environment. With a variety of comprehensive reports and visual charts, users can conduct in-depth revenue analysis, making this system not only practical but also a powerful tool for financial management. Overall, the Quotation Management System stands out as a robust solution for organizations looking to streamline their quoting and invoicing processes.
Description
You can input quotes and estimates into the system, allowing for a formal quotation to be generated for your clients. The system efficiently maintains a record of all your products, services, edge profiles, and cut-outs along with their respective prices, simplifying the quoting process. To streamline this procedure and reduce the risk of errors, you have the ability to create customized packages for commonly fabricated jobs. This capability is integrated into the fabrication module, ensuring that all formats and language used in the quote can be tailored during the initial system setup. Additionally, with the option of inward consignment, you can offer your customers a wider variety of options and quantities while avoiding additional overhead costs. The consigned items will remain in the inventory of your suppliers until they are sold, which can enhance your sales strategy. This system not only improves efficiency but also enhances customer satisfaction by providing them with timely and accurate quotations.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
KE MethodosIT
Founded
2004
Country
Cyprus
Website
www.methodosit.com.cy/products/sqm.html
Vendor Details
Company Name
Stone Profit Systems
Website
www.stoneprofits.com/vSolutionFabricatorFeatures.aspx
Product Features
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
No
Customer Accounts
No
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
Yes