Online quotation making software for small business traders
Catalystk online quotation-making software serves as an ideal platform and makes it easier for enterprises to generate, issue, and share quotations or business proposals. The primary advantage of using web-based quotation software is that you can have quick access to your data, and create quotations as and when required while maintaining accuracy. With the online quotation maker, salespersons can quickly send professional and attractive business proposals to potential customers and manage sales deals with ease. The simple user interface and templates of the software make it easier to prepare price quotations with the business details, product descriptions, images, proposed prices, sales terms, and other required information. Also, the integration with CRM tools makes the software a reliable one to manage leads, analyze prospects, and convert them into sales. The all-in-one business growth tool simplifies the entire quotation to sales workflow using a single interface. Catalystk online quotation making 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 online quotation maker software lets you generate, revise and share personalized quotations in multiple formats.
The quotation-making software online with its enhanced tools lets you generate personalized and customized quotations. The application has built-in custom tools that allow businesses to create quotations with custom quote number format, sales terms, images, additional data, custom product specification, company logo, authorized signatory details, revise quotes with new prices, discounts, and many more. Quotations can be downloaded as a PDF document and can be shared with customers via the quotation email template of the software with additional file attachments. You can even generate quotations with business letterhead.
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 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 quotation software online is embedded with quotation tracking features to monitor the sales progress and reporting tools.
Catalystk online quotation generator is a fully integrated quote management software that is also integrated with quotation tracking tools. The quotation template of the software allows you to set follow-up reminders, monitor daily followups, missed followups, log customer conversations, assign quotes to the sales team, etc. You can monitor and view the complete history of client-wise quotations shared, track the approval status, sales projections, and retrieve reports of the same. Businesses can easily retrieve daily sales reports and other useful insights such as lead reports, quotation reports, client reports, failed proposal reports, product sales reports, high-selling product reports, sales transaction reports, etc. Add-on tools of the software such as order management, invoicing, inventory management help to easily convert approved quotations and process sales efficiently.
