Free quotation online software for small business traders
A free quotation online software format completely suitable for small business traders is offered by Catalystk to simplify and ease quoting. A professional and accurate business quotation or proposal helps salespersons win new business opportunities. As a result, business proposals, price quotes, or offers play a major role in sales growth. An online quotation software not only just accelerates the quote creation process but also provides quick data access, data accuracy and helps salespersons share professional-looking quotations with prospects. The software's price quotation template and business growth tools allow you to generate, edit, print, and share sales quotations in varied formats from a single interface. Using the online platform, attractive proposals can be shared with business headers, images, and product descriptions. To simplify the quoting and sales processes furthermore, the online platform provides tools to analyze leads, potential customers, build good customer relations and monitor sales deals efficiently. The software gives a one-stop solution to automate all your business processes from customer to sales management. Catalystk free online quotation software is integrated with Lifetime free GST billing software, free CRM software, ERP software, AMC or Rental software, Inventory software, Manufacturing software, Artificial Intelligence ( AI ), and 500+reports. It's fully free with all the options. Click the link to register for free.
Catalystk free online quotation software has a built-in template to revise, print, download, and mail quotation PDF with images, and file attachments.
Catalystk quotation software free with built-in tools and templates to share personalized quotations based on different customer requirements. Quotations can be generated, edited, revised in a single click with options to print, download, and mail quotations straight away from the same software platform. The quotation template auto-populates the required fields and generates sales quotes in less than a minute. It allows you to print price quotes with additional custom data, product images, specifications, logo, letterhead, authorized signatures, subject, notes, prices, the tax levied, payment terms, and unique quotation reference number. Furthermore, a revised quotation can be generated in a single click with new item lists, prices, and discounts. The quotation PDF can be shared with potential customers via the mail template with file attachments.
How to price quote using Catalystk free quotation software
Step 1: Click the side menu option of "Home" and then click the "Quotation" tab.Step 2: Click "New Quotation" -> Enter the customer, product details -> Click "Save" to generate a price quotation format.
Step 3: Open any existing quotation -> use the "Download", "Print", "Mail" options to send the quotation to the customer.
Steps to generate quotation with images:
- Click on Print settings
- Enable Image -> Click save and generate a quotation.
Free quotation software features:
- Quotation with images
- Quotation grouping products
- Revised Quotation
- Quotation without image
- Email Quotation
- Quotation Follow-ups
- Missed quotation follow-ups
- Sales Projections
- Sales achievements
- Deals management
- Task management
- Leads management
- Proforma Invoice
- Sales Order
- DC
- Invoice
- Return Received
- HSN Code
- GST Calculations
- Finance management
- General Ledger
- Client Ledger
- Supplier Ledger
- Pending Payments
- Profit and Loss
- Sales management
- Procurement Management
- Purchase Enquiry
- Vendor Identification
- Purchase Order
- Goods Received Note
- Goods Return
- Purchase Invoice
- Pending Purchase
- Follow Up
- Excel Uploads
- Excel Download
- Automated Sales Order, Invoice mailing system
- Reports
Catalystk online quotation maker simplifies customer management, sales tracking, reporting, and monitoring the sales growth.
Catalystk free online quotation maker offers add-on tools to ease customer management, sales tracking, and monitoring. The enhanced CRM module of the software helps to upload, record customer contacts, maintain customer enquiry, log conversations and interactions, monitor daily customer followups, missed follow-ups, provide reminder notifications, and many more. Also, it provides a detailed report of the number of quotations shared, approved, sales projections, deal status, and sales progress. Accurate reports can be downloaded in excel format on a daily, weekly, monthly, and yearly basis. Some of the useful reports that can be retrieved include quotation reports, product sales reports, client reports, etc.
The online quotation software provides a simple and systemized solution to automate quoting and sales workflow.
