Quoting

Make quoting simple and professional with pre-configured products and bundles

Quote Quick-Capture

Get your quote generation turn-around down to minutes.

2

Branded Quote Templates

Professional quotes help drive sales. Your logo and colour scheme is applied to the quote documents. You can have bespoke templates for different customers.

3

E-mailed Quotes

Pulse will automatically e-mail the quote to the customer.

4

On-line Quote Acceptance

Your customer can accept quotes by simply replying to the e-mail.

5

Product Bundle Configurator

Products and services can be configured to go together, using opt-in or opt-out logic. This makes it easier for your sales team to quote for complex technical offerings.

6

Quote Follow-Up Reminders

Pulse will remind the sales person, the client, or both when a quote has been waiting for acceptance for a few days.

7

Quote Dashboard

Get an overview of recent quotes so that you can prepare the business for the expected workload.

8

Sales-person target and KPI management

Each sales person has an annual and a monthly target for converted quotes. This makes it simple incentivise them and drive new business