Business quotation software for small trading business
A business quotation software for small business traders is offered by Catalystk to produce professional sales quotations and simplify the quoting process. The small business quotation software provides you a quicker way to create and share business proposals with your potential customers. The software platform is embedded with a quotation template that is completely editable and customized according to changing customer requirements. The business growth software with built-in custom tools helps you quote products at the proposed price with all the required information such as - company details, logo, signatures, business terms, other additional information. With multiple unique features and a friendly user interface, you can generate quotations within minutes while maintaining data accuracy. Catalystk business quotation 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.
Catalystk quotation management software to print quotations with product images, share revised quotes, and mail quotes with file attachments.
Catalystk quoting software provides a business quotation format with tools to add product images and create GST-compliant quotations. The software allows importing product data, upload images, and print quotes with tax amount, total, discounts, notes, letterhead image, and many more. You can quickly edit, revise existing sales quotes and close more business deals efficiently. The built-in quotation mail template lets you share price quotation pdf instantly with file attachments.
Steps to create and send sales quotes using business quote software:
- Click the side menu option of "Home" and then click the "Quotation" tab.
- Click "New Quotation" -> Enter the customer, product details -> Click "Save" to generate a quotation.
- Open any existing quotation -> use the "Download", "Print", "Mail" options to send the quotation to the customer.
Steps to generate quotation with images:
- Click on Print settings
- Enable Image -> Click Save and Now generate a quotation.
Business 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 small business quoting software is integrated CRM features for quotation tracking along with tools to retrieve daily quotations reports.
The business quotation software for traders eases quotation tracking by providing CRM tools. With the CRM features, you can have easy access to customer contacts, followups, analyze prospects and manage business deals. Quotes generated can be shared and assigned to the salesperson with follow-up reminders to improve the sales team's efficiency. You can monitor customer-wise quotations shared, approved, and daily quotation reports. You can retrieve sales projections, product sales reports, and daily business reports. With all these features, the software platform serves as ideal solution to streamline sales process.
