Automated quoting software for small business to improve sales
Automated quoting software is essential and becomes a handy software tool in this digital era for all small business enterprises to enhance sales. Catalystk offers an automated quoting system, a web-based quoting software platform to automate quote process. The application is embedded with enhanced quoting tools and features that help you to generate professional-looking quotations. You can price quote all your products or services within seconds and share them with your potential customers with accurate cost calculations, and discounts. The primary benefit of using the automated quoting tool is that it accelerates sales deals and helps you to achieve sales growth by increasing the overall sales revenue. Catalystk automated quoting software is integrated with Lifetime free GST billing software, free CRM software, ERP software, AMC or Rental software, Inventory software, Manufacturing software, Artificial Intelligence ( AI ), and 500+reports. It's fully free with all the options. Click the link to register for free.
What is automated quoting?
Automated quoting is a systemized way of creating price quotations and an automated quote and proposal software helps you to create instant, professional and precise quotations or business proposals.
Catalystk provides feature-rich automated quotation software with options to add images, product grouping, custom quotation numbers, and revise quotes instantly.
Catalystk automated quotation system is a fully integrated sales automation and quoting software that helps businesses win more sales deals by speeding up the quote generation process. It provides sales enhancement tools like CRM, inventory management which provides quick data access and allows you to generate quotes within seconds. Built-in customization tools of the software makers quoting even simpler and allows sharing quotations with personalized details as per client requirements. The software helps you to be more responsive to your customers with options to revise quotations with new prices, discounts, notes, product images, grouping, multi-currency, etc. Using print, email templates you can share quotes in pdf, letterhead format instantly, thereby facilitating sales conversion.
Open source quotation software features:
- Quotation with images
- Quotation grouping products
- Revised Quotation
- Quotation without image
- Email Quotation
- SMS Quotation
- Quotation Follow-ups
- missed quotation follow-ups
- Proforma Invoice
- Sales Order
- DC
- Invoice
- Sales Projections
- Sales achievements
- Deals management
- Task management
- Leads management
- Return Received
- HSN Code
- GST Calculations
- Finance management
- General Ledger
- Client Ledger
- Supplier Ledger
- Pending Payments
- Balance Sheet
- Profit and Loss
- Sales management
- Procurement Management
- Purchase Enquiry
- Vendor Identification
- Purchase Order
- Goods Received Note
- Goods Return
- Purchase Invoice Verification
- Purchase Invoice
- Pending Purchase
- Sales Work Flow
- Manufacturing
- Bill of Materials
- MRP(Planning)
- Job Work / Job Order
- Work Order
- Manufacturing process
- Grouping
- Follow Up
- Excel Uploads
- Excel Download
- Automated Sales Order, Invoice mailing system
- Reports
Catalystk automated quote system is integrated with enhanced quotation tracking and sales management tools.
The automated quote generator helps you to automate the entire process from quoting to billing and sales management. Small business enterprises can easily automate workflows and improve the overall sales process. Quote tracking features of the application lets you assign quotes to the sales team, set quotation reminders, track quote progress and retrieve reports of the same. The fully integrated sales module allows quote to invoice conversion, record customer payments, and track outstanding amounts. The enhanced reporting features provide up-to-date sales pipelining reports, sales projections, product sales reports, invoice reports, and other useful business insights.
Automate quoting process in just 3 steps using Catalystk quoting software:
1. Click the side menu option of "Home" and then click the "quotation" tab.
2. Click "New quotation" -> Fetch customer, product details using search options-> Click "save" to generate a quotation.
2. Open any existing quotation -> use the "print", "mail" options to send the quotation to the customer.
