Quoting
Make quoting simple and professional with pre-configured products and bundles
1
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