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Quote Management

Manage your contract, call and sales order quotes efficiently and in conjunction with the relevant up-to-date business information via Smart’s Customer Relationship Management Module. From quote to completion of sale, the Quote Management module provides a clear process to track the journey from end to end.

Our technology has been running live for 10 years and has never gone down."


- Taalus

2500worldwide dealers find multi lingual & multi-currency capabilities essential

Benefits

Consistent information delivered throughout the business
Reduced errors and costs through integrated quote management
Streamlined business processes

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Features

Multiple quote types –sales orders, calls and repairs attached to contract
Quote intelligence – instantly view historical data on profit and success rates
Version control and audit management
Quote control within multiple contract types and formats
Convert quotes to contracts or sales orders
Link stock to quotes and contracts
Multi-currency capability

Screenshots

Our interfaces have been designed to be as Smart and intuitive as our software. Take a look here:


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