So your hot prospect wants a quote before they will place an order with you. ProfitMAKER’s Quote module is dedicated to helping you deliver accurate quotes quickly. Here are some tips when using the Quote Module that should increase your performance.
The Quotes Module in the ProfitMaker software has the ability to combine a Request For Quotation (RFQ) from vendors and the quote to the customer into one operation.
The quotes program provides the flexibility to generate quotes for single or multiple vendors, single or multiple quantity breaks, calculate a selling price based on a vendor costs, or determine a cost based on a price and IPC code.
Each quote may have up to 99 line items with RFQ’s to 99 vendors for each line item. A quote may be faxed directly to the vendor or customer.
The accepted quote may be imported directly in to Order Entry, eliminating the need to reenter the line items and color imprint information.
Below are the steps to follow to enter and produce a Vendor RFQ, a Customer Proposal and convert the quote to an order.