eBizWiz CRM Quotation Module

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

• Quotation

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