Features

CLOSE SALES AND WIN

Are you still stuck with Microsoft word, excel or any other Accounting software ? Time to get organized and thereby close more sales and save more time. Quotationer enables us to close the sale by spending less time on quoting and invoicing processes and also many other features like proforma invoices,delivery notes,sales orders. When the quote gets accepted by the customer the software immediately converts the quote to purchase order and then it is moved on for further order.Another advantage of estimates and quotations are it can be directly converted in to invoice or proforma invoice with the help of convert option,by doing so we do not need to re-enter details like date, client and amount. First impressions are likely considered to be the best impressions, they can either make a deal or break a deal. The quicker you get the quote into your customer' hands the more chances you have in winning your customers bussiness. To conclude Quotationer helps you in becoming more EFFICIENT, more PROFESSIONAL, more ACCURATE and more COMPETITIVE.

EASY SALES QUOTATION CREATION

Flexible and feature rich quoting makes it easy to convert sales activities into sales order.Quotationer allows creation of sales quotations, invoices, estimates and sales orders in faster manner with 100% accurate data.It is possible to enter customer details or retrieve the same from existing data sets. Similarly, products can be added and categorized or retrieved from a pre-existing source. While preparing sales quotations, it is possible to add items from pre-existing quotations which may be categorized. The Quotationer provides a predefined set of templates to prepare quotations, estimates and sale proposals easily.

COST ESTIMATION SOFTWARE

Are you in trouble with estimating your sales data? The Quotationer is also an efficient estimation (cost estimation, quantity estimation) tool. It helps you to make complex calculations easily by adding dynamic quantities. The items whose quantity is being calculated as part of a set of specifications can be neatly listed in the documentation. For example (total sqft=length*breadth*height).

QUOTATIONER AS A CLIENT-SERVER APPLICATION

Now Quotationer is available as a Client-Server application. Here you can create different users to operate the software from different terminals. There will be two types of users, normal user and admin user. The admin user can see and manage all quotations from any terminal. Whereas the users can see and manage quotations from their own logins only.

Proposal Software Consistency - Quotationer

SALES PROPOSAL SOFTWARE

The Quotationer is a Windows based software that keeps quotation process consistent with multiple users. Numbers of users and their details can be added to Quotationer.We can add the details of customer in configuration and the details added are precise and clear.

BACKUP AND RESTORE DATA

Backup feature of the Quotationer enables data to be archived for future reference. The database can be archived to CD-ROM or external hard disk. Quotationer also enables the ability to restore the backed up data back to the software when needed. Provision is provided to compress the data to the computer. This provides ample provision to optimally use valuable disk space. So save your memory, save your data and make sales quotations, estimate & invoices with Quotationer.

ZERO COMPLEXITY

Make your sales quoting simple with Quotationer. Quotationer provides a user-friendly environment which is easy to use and understand. Items can be added to the estimation list and once the estimate has been created it is available for preview with the default template. Once accuracy is assured through preview the estimation software enables you to mail the same to the customer in no time. We assure you ZERO COMPLEXITY with Quotationer.

NEAT CLASSIFICATION OF ITEMS

First impressions are always the important.We can make or break a deal. So the more neat our items are classified the more impressive our quotation can look. The Quotationer enlists items as in the main group or subgroup which acts as a subsidiary to the main group. The main group items are listed with serial numbers while the subgroup does not. The item set feature allows the grouping of multiple items in a group. The main advantage of this type of grouping is that user search will populate all the items in the group easily which makes its comfortable for both buyer as well as seller. So make your quotations MAGNIFICANT and IMPRESSIVE with QUOTATIONER.

LISTING PRODUCTS WITH IMAGES

The best part about adding pictures is that it will help make your quotation, invoice, estimates look more visually appealing and thereby customers can quickly identify the product.An additional advantage is that you can add a picture to your quotation,invoice or estimate by either capturing or by browsing them.For ease of use you can capture image with any size from the any window.Quotationer will automatically resize the image to the default size. In the latest version of Quotationer we have the provision to create a quotation with image directly as it is already given as an inbuilt functionality.

TRACKING VIA STATUS AND COMMENTS

Managing your sales quotations and invoices became more tedious? Are you in trouble with handling or sorting your documents? Quotationer provides an extra option from 4.0 onwards. You can track your invoices, quotations, estimates and proposals by adding comments and status. Classify each document by adding particular status, colours and comments. For example; sent, not sent, approved, cancelled etc. Quotationer Makes Your Invoice & Quotation Management More Easier

REVISABLE QUOTATIONS

Quotationer has the additional feature of easily tracking and revising of old quotations in the quotation item list via quotation history.The newly revised quotation will appear with a revised reference number.

QUOTATION REUSABILITY

The quotation profiles can be reused and it is possible to create new sales quotation from existing profiles created earlier reducing costs and saving time. Multiple items can be grouped and saved together as an item set. These items can be retrieved and reused. The reusable feature of Quotationer makes it more efficient.Quotationer provides you with feature that replicates any quotation or any other document in a single click for another customer.

PRICE UPDATION OF PRODUCTS

Need to change product/item prices? No more need to edit product prices for every individual items!With the help of Quotationer , you can update the product prices with a CSV file containing updated product prices.

QUOTATION WITH HSN CODE

The HSN (Harmonised System Nomenclature) is an internationally standardized system of names and numbers to classify traded products. These codes are basically used to fix the rate of tax on various products at the time of export and import. It is proposed to use HSN codes at invoice level to make taxation system of international standard. Under GST supply invoices will be made by capturing HSN codes in case of goods and service accounting codes in case of services. Quotationer allows you to create quotations with HSN code.

QUOTATIONS WITHOUT GRAND TOTAL

To avoid concurrency in products or itemsin quotations,Quotationer provides you quotations without grand total. Instead of giving multiple quotations for different variants of a single item, it is possible for you to mention them in a single quotation and avoid the grand total.

MANAGE USER ACCOUNTS

The Quotationer provides an easy management of user accounts. The software can be configured for administrators or users. The user can create and edit quotations but only the administrator have the permission to delete quotations. It can be guaranteed that a profile created by a user will not be edited or deleted by another user. The search feature of the Quotationer enables old quotations to be searched by parameters like Item Name, Address, and Date etc. The software enables tax computations of all types like sales tax and VAT without having to refer anywhere for the needed details.

CUSTOMIZED TEMPLATES

Create your own quote with our customizable templates.Your quote not only represents the items that your are selling but also shows an extension about your company and image.

COVERING LETTERS

The Quotationer comes up with an extra functionality called covering letter which is attached to the predefined profiles where you can add, edit and save each of them based on the requirements. Our latest version of Quotationer provides an extension where you can directly build a quote along with a covering letter.

OFFLINE/ONLINE MODE OF WORKING

An advantage of Quotationer is that you can run this application in offline as well as in online mode.Some customers may have a concern about their data being secure.Quotationer ensures you full security and privacy over your data using the offline application.However if any of your clients need access over the database they can have it through the online application cloud.

ADDITION OF TAXES

Quotationer features a price quote complete with formatting and formula to save you time and effort, as well as the hassle. It allows the configuration of all tax information like tax name ( GST) and tax value (By price or By percentage) for each item. Quotationer is compatible with the tax caIculation of all countries. It provides you with the option of adding tax value for each individual item that has been added to the quotation.

INVOICE AND PROFORMA INVOICE MANAGEMENT

An invoice is a document hosted by a seller to a buyer concerning to a sales transaction. Invoices include products and its quantity,unit price and even tax if added any.Quotationer helps you handle invoices in just two to three clicks helping you create an invoice clear and smooth. You can add status or comments for each invoice in the invoice history. Proforma invoice on the other hand is an estimated invoice sent by a seller to a buyer before shipment or delivery of goods. They differ from a normal invoice on not being a demand or request for payment. Quotationer also provides an option to convert your quotations directly to the invoice or proforma invoice.

BUILD UP DELIVERY NOTES,SALES ORDER AND PURCHASE ORDER

Quotationer provides with you additional features such as delivery notes,purchase order and sales order for clear and correct presentation of data documented. Delivery notes is a document that lists all goods included in a delivery excluding its prices.It is always advisable to sent a delivery note along with goods so that it makes it easy for the recipient to check which items have been delivered and if any are missing. A sales order is similar to that of a sales quotation which enables the customers to request for certain amount of products or services at a certain time. A purchase order is a commercial document issued by the buyer to a seller for purchase of goods.Purchase orders are issued after quotation.

CONVERT YOUR QUOTATION INTO ANY OTHER DOCUMENT IN JUST ONE CLICK

Want to save more time? Quotationer provides you with another function of converting your quotation into any other feature like invoice,delivery notes ,sales order,purchase order and vice versa in just one click.

CREATE YOUR GST INVOICE WITH GST COMPONENTS

Usage of GST components is another functionality provided by Quotationer. Creation of a GST invoice using clear indication of CGST,SGST and IGST allows your client to get a clear idea of the sale of good and\or services.This feature is directly available in the invoice creation page where you can the select the required option. You can add additional table with GST components, export information, shipping information etc..

ATTACH BROCHURES OR FLYERS ALONG WITH YOUR QUOTATION

Need to combine any documents along with your quotation? Get it done with Quotationer as it provides you with an option where you can attach your flyers or brochures along with your quotation.

CREATE YOUR OWN COMPANY LETTER PAD

Having doubts about creating your company letter head? No more doubts anymore,Quotationer provides you with that feature to create your own letter pad in our configuration.You can have both header and footer with additional features such as adding images of header, footer,sign,logo ..etc.

ANALYTICS OF DOCUMENT DATA

Filter your data and export its contents to an excel file for further followups and analytics.

ADD CUSTOM VALUES

In addition to adding sales tax, Quotationer allows you to add special offer prices and other discounts to your price list. You can add the offer prices or discounts with the grand total and you can apply this for every individual items.

HIDE INDIVIDUAL PRICES IN QUOTATION

Quotationer provides an option to hide prices of individual items. If you have to hide individual prices of products it will be possible with one click.