What a Sales Quotation software should be?

Quote in Frame
I’m launching a new project on a web application, which will allow anyone to register and create quotations easily.

This application is developed for our own use since we are frustrated to use spreadsheet and word processing such as Word, Excel or similar and find ourselves keep repeating what we are doing.

However, instead of just using it for ourselves, we are looking forward to offer this solution to those who are in similar situation and looking forward to improve productivity in this area.

Just a short brainstorming on what’s supposed to be expected. A nice-to-have quotation software should help us in the following:

  • Easily search and refer back to previous quotations on the scope of deliveries and prices.
  • Standard descriptions and terms within the quotation.
  • Remember prices by customers.
  • Allow customers to view quotation on the website and confirm it (self-service is my favorite).
  • Send quotes and follow up with customers via email with one click. How cool!
  • Keep track of the supplier’s pricing and know the gross profit margin (this will come in handy when customers start to negotiate on pricing)

Is there anything that I missed out? Do let me know so we can use this to plan for more goodies.

For now, we are developing the software and inviting early birds to join in our beta-testers group.

To be invited, just head to Quomatic Prelaunch website to signup. We will only invite a limited number of people (first come first served basis).

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