Online business quotation maker to simplify quoting process
Online business quotation maker serves as an ideal platform for businesses to automate the quote creation process. Using the web-based quotation software, it becomes simpler to make business quotations online and share them with potential customers as and when required. Preparing and sharing professional-looking and attractive business proposals becomes essential to win a sales deal efficiently. Catalystk offers one such business quote maker with a user-friendly quotation template to generate and send price quotations instantly with proposed prices and sales terms. Along with quote creation, the software application is integrated with multiple business growth tools that help salespersons manage leads, analyze prospects and manage sales deals. It is an all-in-one automation solution that eases quotation creation, tracking, and sales management from a single interface. Catalystk online business quotation maker 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.
How do you write a business quote?
A business quotation document is an official business proposal shared with potential customers during a sales deal. A quotation is usually generated specifying the proposed price at which the products or services are offered. A professional business quote must include the following details - company details, customer contact information, quotation date, quotation number, product or service descriptions, price, terms, and conditions.
Catalystk online quotation maker provides a mail template to share business quotations with images and company letterhead.
Catalystk online quotation software provides multiple tools to accelerate and boost up the sales workflow. The application provides a quotation email template that lets you send price quotes instantly for quick and easy approvals from customers. Using the quote maker you can share quotation PDF with product images, business logo, letterhead, footer images, custom specifications, payment terms, notes, quotation subject, custom quote number format, and digital signatures. You can even revise quotes and mail quotations with additional file attachments. The template is quickly editable and is inbuilt with custom tools that help you generate personalized quotations.
Steps to generate price quotation pdf using online quotation software:
- Click the side menu option of "Home" and then click the "Quotation" tab.
- Click "New Quotation" -> Enter the customer, product details -> Click "Save" to generate a price quotation pdf format.
- 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.
Online business quotation maker 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 quotation software simplifies quotation tracking with CRM tools to monitor quotation status and sales progress.
Using the online quotation generator businesses can also automate quotation tracking and monitor the progress of sales. The software is embedded with CRM tools that help you track the quoting and sales activities with options to retrieve excel reports of the same. Some of the features include - tracking the quotation status, quotation follow-up, log client conversations, monitor daily followups, missed follow-ups intimation, deal management, daily, weekly, and monthly sales projections. Using the enhanced reporting tools you can retrieve lead processing reports quotation reports, client reports, failed proposals reports, product sales reports, high-selling product reports, and many more.
