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iQuote Quotation Management
  • Increase Your Quote Results
  • The iQuote Advantage
  • Protect Profit Margins
  • Features
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    Results International

    7170 Warden Ave., Unit #18
    Markham ON L3R 8B4

    Office: 1 800 550 1664
    Fax: (905) 940-4434

    Home > Your Needs > iQuote > Features >page 6

    Integrated Quotation Management Software
    Feature Synopsis

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    In Summary, iQuote will Provide your Team with:

    Results International
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    Control of price list management & distribution.

    Instant feedback on margins and profit.
    Insight into product trends and sales performance.
    Better tracking of quotes won and lost and who you're losing business to.

    A single source of information on products, customers and sales opportunities
    Consolidated Microsoft Access database of all quotes issued.
    Management Reports:
    • Quote status by product, customer, region and many other criteria

    • Price book listing

    • Won/Lost by product category

    • Customer quote

    • Internal quote with costs and margins

    • Part activity
    Integrated Electronic Price Book:
    • On line catalogue of products and services

    • Electronic importing of pricing data

    • Multiple price books by supplier, language or product line

    • User defined fields for additional pricing levels

    • Unlimited sections, categories and items in the price book

    • Maintain costs, margins, pricing and part numbers

    • Option to link related products in price book (e.g. Laptop to Ram Upgrade)

    • Find any item with a few mouse clicks · Variable length product descriptions

    • Display part or product image

    • "Quick search" method for finding items in the price book or quote log.

    • Automatic audit trail of price changes
    E-Mail (STD):

    An RTF quote format option lets you send a quote by Internet or to other applications eg. Word.


    Quote Synchronization:

    This two step process lets you import quotes from remote sales reps and merge the information with the main office database. You can also send quotes to an outside sales rep.

    Powerful Administration Functions:
    • Easy data entry & maintenance

    • Network ready

    • Popup windows & quick pick lists to eliminate repetitive typing

    • User & administrator password security

    • Group & filter quotes by user set criteria · Track quote status and add comments

    • Forecast probability of acceptance

    • Print previewing

    • Roll-up data from remote locations
    Quote Editor:
    • Quick pick items with mouse from on-line price book

    • Copy information from previous quotations

    • Maintain quote revisions

    • Set up template for frequently quote items

    • Format quote into sections

    • Type custom or non standard items directly into empty form

    • Interactively adjust margins or apply discounts

    • Maintain quote revisions

    • Include cover letter, terms and conditions & warranty information

    • Mark quotes as active, accepted, rejected or cancelled

    • Edit product descriptions

    • Override total price


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