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    Integrated Quotation Management Software
    Feature Synopsis

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    Quote Generator

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    Customer quotations are assembled in the Quote Generator module. You build a quotation by picking components from the on-line price book or typing special items directly into the Quote Generator screen.

    The quote format can be divided into sections with pricing data options displayed by item, section and quote total. You can also attach product options, cover letters, terms and conditions, warranty information and product operating descriptions.

    Once a quotation is prepared, a built in pricing work sheet provides the flexibility to adjust quoted prices by applying a customer discount or editing the margin on an individual item or group of items. With each adjustment made you immediately see the effect on the gross profit for the job. This way, you can tailor each quotation to the individual needs of your customer.

    Quote Book

    As an alternative to picking from the price book, you can also select items from previously issued quotations stored in the Quote Book. Picking items from the quote book is quick and easy and you can set up template quotations for items that you quote routinely. While at any point in the system you can switch from one quote to another and have all open Windows instantly update.

    Quote Mail Box

    iQuote helps you keep track and follow up on sales quotations with better results. The Quote Mail Box records the date a quotation is issued, when it was revised and a forecast on the probability of acceptance You can produce reports showing all quotations issued for a period, by sales rep, customer and the current status.

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