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eBizWiz CRM Quotation module will enable your Sales team to send proposals to existing and new Customers. Quotations are linked to Inquiries.
Once follow-up date is entered, respective Sales person will be given reminders prior to as well as on follow-up date.
Provision to revise quotations and copy from existing quotations is also possible.
Lead versus opportunity analysis can be done using this CRM module.
Information captured in eBizWiz CRM Quotation module
- CRM Quotation Number
- Revision Number
- CRM Quotation Type
- Party
- Handled By
Product
- Quantity
- Rate
- Terms and Conditions
- Approved
Reports generated in eBizWiz CRM Quotation module
- CRM Quotation register
- Approved quotation (By Salesman, Customer, Inquiry)
- Open quotation (By Salesman, Customer, Inquiry)
Documents Generated in eBizWiz CRM Quotation module
Value Proposition of eBizWiz CRM Quotation module
- Automate quotation
- Copy and Revise existing quotation
- View stocks while preparing quotations
- Promise delivery date to customer
- Opportunity analysis
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