SmartQuote
What SmartQuote Does
SmartQuote is the core WrightTools module for our Quote to Order Management System. It
functions as the central database for quote/order information.
SmartQuote enables salespeople to quickly and
accurately quote products to customers, to properly manage a larger volume of
quotes/orders as well as to easily communicate information to managers and back-end
systems. Managers can review current and historical sales information to make
better-informed decisions.
SmartQuote grows as you grow. It can be extended with additional
modules to support customized product and order configurations, complex pricing,
estimating, proposal/letter generation, security, cash/credit card payment processing,
order transferring, executive information and other functions.
SmartQuote saves you time on every quote and order you generate.
Quoting rules and practices are built-in, which eliminates time consuming
meetings and brings a new level of accuracy and consistency to your sales efforts.
How SmartQuote Works
The premise is simple. We make it easy for you to input
quote/order data and convert it into useful sales information.
Your sales force builds quotes and uses them
for reference throughout the negotiation process. They convert quotes to orders with the
push of a button and communicate manufacturing, billing or shipping instructions easily
and accurately.
Competitive Advantages
Improved productivity. Because SmartQuote automates the entire process, it will save you
valuable time on every quote and order you generate.
Enhanced competitiveness. When a quick
response is needed, SmartQuote is a
lifesaver. Because all of your company's quoting rules and practices can be built-in,
you won't need special meetings or time-consuming calculations to come up with your
best offer. You'll be more responsive and in control of the entire negotiation, which
can be a real competitive advantage.
Balance sheet discipline. Better automation
of the quote process will bring a new level of accuracy and consistency to your sales
effort. SmartQuote will enforce the discipline of profitability and
ensure that your margins stay healthy.
SmartQuote Features
Powerful Functionality
- Status tracking for quotes/orders
- "Templates" for repetitive quotes/orders
- Special conditions and "pricebooks"
- Customer-specific part number aliases
- Ship-to addresses by line item
Customizable Items
- Default terms and discounts
- "Terms & Conditions" text
- Shipment methods and level of service
- Notes for quotes, orders & line items:
- External notes (visible to customer)
- Internal notes (invisible to customer)
- Short and long item descriptions
- User-definable fields for special needs
Compatibility & Connectivity
- Compatible with standard Microsoft tools
- ODBC connectivity for easy, open-ended data access and flexibility
- Integrates with other WrightTools
and industry standard sales force automation & ERP software
- Can be used on remote laptops or in NT or Novell LAN environments
- A proven front end solution for ERP
- Quote standard items, or add modules to support "Made, Assemble,
and Engineered to Order" manufacturing
Easy To Use
- "Tabs" user interface for fast navigation
- Allows instant copy of line items from quotes, orders and templates
- Quotes/orders can be auto-numbered with user-defined prefix and/or
mask
- Convert quotes to orders in one quick step
- Easy and powerful search/lookups of accounts, orders, quotes, reps,
parts, etc.
Reports & Documents
- User-configurable report generation system
- Generates quote reports and order acknowledgments
- Calculates sales margin for analysis
Controls & Standards
- Maintains audit trails
- Parent/Subsidiary ID and tracking
- Multiple sales reps for accounts and for individual sales
transactions
- Commission information & splits
- Automatically calculates expiration date of quote based on company
standards
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