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Quotation Generation Backend
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Quotation Generation Backend


Quotation Generation Backend is complete backend website for creating and managing quotations including sending quotation PDF by email to your customer with just a few clicks. The system is powered by multi-user. Admin can add multiple salesmen who belong to a different region can prepare the quotation and send it to a customer.

Customer management is very easy. You can add your customer or you can import using excel file.

You can add your product or you can import product using excel.

Generation of new quotation requires only 3 steps.
Step 1: Select Customer,
Step 2: Add multiple products (Here You can change product price, Description, etc)
Step 3: Click on review and generate.

Once your quotation is ready you can send SMS Alert to your customer that you have sent quotation to them and ask them to review and reply back as early as possible. Here you can customized SMS message as per your requirements. SMS is the best way to give alert and get a quick response. SMS Gateway charges will be applicable. Approx 0.12 - 0.15 Rs. per SMS cost.

Now next step is to send quotation to your customer by email in pdf format. If Yes, When you are at the stage of review quotation you can select an option to send a quotation by email, By default customer email address will be displayed, you can change it or can add more email address. Here we can generate custom PDF for you as per your requirements. Currently, we have set up general quotation format where you can set your header image, but this options can be changed as per request. For more details please contact us.

Once you sent quotation to your customer, You are looking for the confirmation from client/customer. We have already added tracking code so when your client opens an email you can view counting that how many times your client has read your email. Accordingly, you can find client willingness for your product.

You can generate email again with one click for followup. This stage is complete automatic you need to go to quotation and click on resend the email. The system will generate pdf again and will send email to the customer.

If you/your representative has called the customer for seeking the status of quotation. You may have received some reply from customer/client that please call again on some date or please revised quotation with some amount. You can add this followup comments along with a date for easy tracking.

Admin User Functionality:

Customer Import via Excel
Product Import via Excel
Generate Quotation
Edit Quotation
Revised Quotation
Send quotation by Email in PDF
Send quotation Alert by SMS
Track Customer interest in your product
Quotation followup with remarks
Generation of PO
Custom PDF as per your requirements
Region Management
Salesmen Management (Multiple Salesmen can be added, Salesmen belongs to one Region)
Admin Management (Multiple Admin can be added)
Report 1: Quotation Filter by Date, Region, Salsmen
Report 2: Followup

Salesmen User Functionality:

Customer from his Region
Product List
Generate Quotation
Edit Quotation
Revised Quotation
Send quotation by Email in PDF
Send quotation Alert by SMS
Track Customer interest in your product
Quotation followup with remarks
Report 1: Quotation Generated by him
Report 2: Followup

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