Manage equipment configurations and generate accurate sales quotes with ease
Digital Quote Manager is a powerful tool for both sales managers and their reps. It includes an admin tool for managers that allows them to define specific equipment and accessory configurations, out cost assignments and sales rep assignments. Once these aspects are defined and the rules are set-up, sales reps can create sales quotes in a fraction of the time using correct equipment configurations. This takes the hassle out of quote generation and eliminates costly errors caused by incorrect equipment configurations.
Digital Quote Manager makes organizing and keeping track of quotes a breeze. Quotes are organized by customer or prospect. Within the customer and prospect accounts, the quotes are organized by the opportunity they represent. You can relate each opportunity to one or more sales quotes. For example, you can organize one quote under the “Demo” opportunity if this quote is simply for demo equipment and another quote under the “May Sale” opportunity if the sales quote is for equipment sold under a special promotion that takes place in May.
Digital Quote Manager breaks the sales quote into several tabs to make it easy and accessible for sales reps creating the quote
The Configured Items tab is where host equipment and their related items are added to the sales quote. These items have been previously configured by the admin tool. As sales reps add items to the quote, the total dollar amount for the out cost and suggested price of the selected items are displayed. Sales reps can view all host equipment and their related items at once, or can collaps groupings to view a specific host equipmet with its related items. This makes even complex quotes easy to navigate and understand.
The Other Items tab is where sales reps add any extra items needed in the quote that are not related to the host equipment. The admin tool dictates what items are shown on this tab.
The Contract Options tab allows sales reps to list leasing options and their related terms on the quote.
The CPP/Service tab is where cost per page information is listed. Volume, service and overage rates for both black and white and color copies are selected for each equipment configuration.
The Billing/Shipping tab is where the sales rep includes the bill-to and ship-to to information.
The Summary Window is displayed in the sales quote to give running totals at-a-glance as sales reps enter information.
Digital Quote Manager streamlines the quote configuration and generation process by breaking it down into simple and straightforward steps.
Digital Quote Manager is a powerful tool for both sales managers and their reps. It includes an admin tool for managers that allows them to define specific equipment and accessory configurations, out cost assignments and sales rep assignments. Once these aspects are defined and the rules are set-up, sales reps can create sales quotes in a fraction of the time using correct equipment configurations. This takes the hassle out of quote generation and eliminates costly errors caused by incorrect equipment configurations.
- Specify required accessories
- List optional accessories
- Assign dependent accessories
- Define min/max
- Set up rules
Digital Quote Manager makes organizing and keeping track of quotes a breeze. Quotes are organized by customer or prospect. Within the customer and prospect accounts, the quotes are organized by the opportunity they represent. You can relate each opportunity to one or more sales quotes. For example, you can organize one quote under the “Demo” opportunity if this quote is simply for demo equipment and another quote under the “May Sale” opportunity if the sales quote is for equipment sold under a special promotion that takes place in May.
Digital Quote Manager breaks the sales quote into several tabs to make it easy and accessible for sales reps creating the quote
The Configured Items tab is where host equipment and their related items are added to the sales quote. These items have been previously configured by the admin tool. As sales reps add items to the quote, the total dollar amount for the out cost and suggested price of the selected items are displayed. Sales reps can view all host equipment and their related items at once, or can collaps groupings to view a specific host equipmet with its related items. This makes even complex quotes easy to navigate and understand.
The Other Items tab is where sales reps add any extra items needed in the quote that are not related to the host equipment. The admin tool dictates what items are shown on this tab.
The Contract Options tab allows sales reps to list leasing options and their related terms on the quote.
The CPP/Service tab is where cost per page information is listed. Volume, service and overage rates for both black and white and color copies are selected for each equipment configuration.
The Billing/Shipping tab is where the sales rep includes the bill-to and ship-to to information.
The Summary Window is displayed in the sales quote to give running totals at-a-glance as sales reps enter information.
Digital Quote Manager streamlines the quote configuration and generation process by breaking it down into simple and straightforward steps.
- Name the proposal
- Choose appropriate equipments configurations
- Add any additional non-configured items
- Verify Billing and Shipping information
- Print proposal
- Submit accepted proposal to e-automate as a Sales Order
