QuoteIT is a comprehensive quote management solution that facilitates the creation, sending, and tracking of quotes, which are crucial for closing deals. This solution automates the quoting process by storing inventory details and retrieving them when generating quotes. With real-time dashboards and analytics, it provides instant insights into key metrics, such as the number of quotes generated, conversion rates, lost leads, and more. Additionally, it integrates with CRMs and other external services to eliminate redundant tasks.
Preview of QuoteIT
Accurate quotes at your fingertips
Quote generator
Quickly create or modify quotes by selecting the type (new, replacement, existing), entering customer details, fetching stored product information, and assigning an account manager for each quote.
Quote tracker
Monitor the status of each quote in real time, from the moment it's drafted to the point of final approval, ensuring transparency in the quoting process.
Quote screener
Navigate through various approval stages, including screening, business case approvals, and cross-functional team reviews, ensuring the right checks are in place.
Reports & analytics
Access insights into your quotation pipeline, efficiency, and success rates, helping you make informed business decisions.
Audit logs
Maintain a record of all changes and actions taken during the quotation process for transparency and compliance.