Quote Manager is a cloud-based distribution solution suitable for businesses of all sizes, across a variety of industries.
Quote Manager’s dashboard gives users access to all the quotes they have created to date, and they can create new quotations. Quotes are searchable by quote number, customer ID, customer name, quote name, quote owner, revision date, approval status and validity date.
Users track quotes through the process by changing quotes’ status between open, won and lost in the system. Rationales can be provided for why statuses are being changed, so users can track why they are losing quotes (for instance, based on price).
In Quote Manager, users can create and assign quotes, add items from their inventory database to quotes, add carriage or delivery charges, set payment terms and more. The system shows version history, so users can see all historical versions of all quotes.
Quote Manager also includes vendor Innoware’s Price Manager, which helps users implement their pricing strategies throughout the quotation process.
Quote Manager is priced either per company per month, or as on a perpetual license basis.