Last Updated on 7 years by RichBohn
This CRM Review examines QwikQuote.
In-Depth CRM Review
Ascending-Quote Computer Technology
24667 Bethany Way
Novi, MI 48375-2869
CRM Category: Field Sales Support – On Premise
Seats: Small Business
About the Company:
QwikQuote is the original and leading Sales quotation software and invoicing software Solution Package for product management and professional sales quotes and invoice documents creation. We are one of earliest quote program and invoice program in the Quoting Software market and in its 19 years longevity since 1991 it has accompanied and helped hundreds of thousands of big and small companies to growth up. QwikQuote as major in sales quotes and invoice document creating process makes it quick and easy to communicate with product/service item information, contact, client, and customer information, and creates customized sales quotes and invoices that identify your company and your business by present your sales quotes and invoice in your quotation templates and invoice templates. It can also generate Acrobat PDF Reader compatible PDF files of the sales quotes and e-mailing to your customer without additional software as simple as one mouse click – making the sales quotes composing process in your salesperson’s career the pleasant and enjoyable life time.
With our Quoting Software, you’ll spend more time with people your clients and your customers, and less time with paper work or computer fool around. It closely integrates with leading contact manager like Outlook, Outlook with Business Contact manager (BCM), ACT!, Goldmine, Maximizer, TeleMagic, Saleslogix, etc. and lively exchanges and synchronize contact and sales quotes information among them. It can import your existing product database in popular database formats and other spread sheet or text formats including SQL Database, Access database, Excel, dBase, and FoxPro, as well as a number of text format files. our Quoting Software uses simple yet effective merits that make them creation process much automatic and enjoyable experiences by taking over all details in the intuitive and intelligent approaches that all from long year of hundreds of thousands salesperson’s practices and deep bran storms. With the help of our Quoting Software and invoicing software as the pivot, it glues tightly the contact manager program, the quotation software and invoice software, and the accounting software such as popular QuickBooks to form your sales quotation system and share, exchange, and synchronize the contact, product/service item, estimates, and invoices information among the sales quotation software system. our Quoting Software uses document layout as quotation templates to uniquely present them that identify your company and your business while making your sales quotes expression pleasant and impression and attraction to you clients and customers as well as transfer valuable business information to them.
About the Product:
Among many features, functions, behaviors, and Actions carefully designed to facilitate and speed up your sales quotes composition process, the feature Bundle is outstanding and remarkable widely used in many business and industry sections especially for large device and equipment sales. our Quoting Software can create “bundles” of your most popular products and re-use Bundles in the Quoting Process. In our quotation software, a bundle is any part of a quote or whole quote saved under the meaningful name for you to re-use in the quote making process. In each bundle, it not only makes a group of product/service items ready, it also makes the display formats exactly you need. You can bring in an existing bundle in the quotint software system into Quote View, edit and modify it and then save it as a new bundle for re-use. A Bundle can be seen as a quote part in our quotation software tool. You can make a one part quote by only using 1-Mouse Click to bring in a bundle or by a few mouse clicks to make a multi-parts to bring in more bundles. You can also choose to show all product/service item details in a bundle to your customers or hide those details by showing a bundle as one line item. By using the Bundle feature in our Quoting Software you can greatly simplify the quote making process and raise the quote output rocket high if you have large number of re-usable bundles.
After analysis a large number of sales quote compilation processes it was turned out that finding right product/service for the right customers occupy most large part of the whole efforts, especially with large sales quotes in important sales projects. Our Quoting Software and invoicing software has accumulated rich features to facilitate this process during it 19 years longevity. It has special fields in the Price List database specially designed to form structural organization ready to show in most popular and familiar tree view as in the Windows Explorer. It can be sort by any field and search for any field to quickly located the likelihood product/service items and show them in the form at your choices in the Price List View. It has special ordering mechanism for you to ordering the Product/service items. The searching for process is in action while you typing each char and instantly show the progressing result in the form specified by you so that you know how far you are closing to your searching target and goal. If you know you stuff to sell so well you can typing their Part No. directly and our Quoting Software will find the most closely the one you are trying to find directly into its line item. Our quotation andinvoice software allows you to make quote by using items in account software it supports directly from Item List in the accounting software. The present release supports most popular accounting software in home and small business environments QuickBooks with the same look and feel picking and using the item in QuickBooks Item List in quote compilation process directly within our Quoting Software. In case you need to, you can enter information directly into the quote ‘on-the-fly’ as Ad Hoc item. This is a ready feature in case you need to add something in your quote out of mind instantly. You can add the item information into a Price List database at your choice for re-use later after you typed in the Ad Hoc item. All those functions and features are organized in the very natural and intuitive way so that depending on your working style you can use whatever comfortable for you. QwikQuote is rapidly becoming the standard for product management software for corporations large and small.
To know your business progress and performance, our interactive profit and commission Analysis button helps monitor the Cost, Profit, Margin, Commission, and the impact of price changes on the currency sales quote. You can also use different Quote Reports to tell you the business progress and performance in your Quoting Software and Invoicing Software system as one of out-of-box features in QwikQuote Professional edition. The quote reports will use information in all Sales Quotes you made to show item, customer, profit, commission, and other important value flowing on your sales quote program. In Quote Report, there are 5 reports for you to know the progress and performance of your business quote tools.
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