Quotation Generator
Support account managers with creating a customized quotation for their clients to enhance their sales operation cycle.
Our solution automates the entire sales process and integrates seamlessly with Zoho Books to convert job summaries into draft invoices, which are managed for all accounting and financial activities. It includes a well-organized service catalog for easy selection of service items, and manages prospects by on a daily basis.
Automating the sales cycle
Supporting account managers with customizable quotation number formatting, configurable taxes and discounts, and currency management are the main goals of our Quotation Generator.
Creating digital timesheets is mandatory for generating job summaries, ensuring efficient job order processing and smooth sales operations.
All enterprise inspection software operations,
in one place.
End-to-end sales automation
Streamlines the sales process by managing operation outputs with quotations to track job tasks in details.
Seamless integration with Zoho Books
Automatically converts job summaries into draft invoices, which are managed by Zoho Books, for all accounting and financial activities.
Customizable number formatting
Offers options for manual or automatic quotation numbering, including customizable prefixes, separators, and minimum digits.
Configurable taxes and discounts
Manage any sales entries and enable adjustments, including inline tax and discounts, etc., and instantly email finance team members.
Simplified currency management
Manage customer database and other currencies, along with their exchange rates to ensure accurate financial transactions.
Comprehensive service catalogs
Provides a complete inventory of service items, allowing users to view, add, edit, or remove items for easy reference and selection.
Traceable prospect management
Track potential clients, convert prospects to clients, and manage quotations through the search, view, edit, and create features.
Detailed job summary management
Search, view, edit, and generate job summaries efficiently for better job ordering and management of working hours.