Quotation software online for small business enterprises
An online quotation software serves as an ideal tool for businesses to share professional proposals instantly. Catalystk offers one such quotation software online for small business organizations to enhance the quoting process. Unlike the traditional way of creating spreadsheet quotations, an online quote generator helps you quickly quote your products or services in no time. In addition to this, the online platform assures data accuracy, eases data management, and provides quick access to the required client or product details, thus making it easier for salespersons to issue quotations. The software has been developed with a user-friendly interface embedded with an online quotation template to create personalized and fully customized quotations. It is a simple quoting software to create, send, monitor the progress of quotations and is also flexible to changing customer and business requirements. The web-based business growth software tool systemizes and accelerates the quoting and sales process. Catalystk 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 online quotation software lets you generate and share GST quotations with product images, business letterhead, terms, and conditions.
The online quotation maker software simplifies the quote creation process and also provides enhanced quoting tools. Using the software platform you can generate quotations online with GST, product images, company logo, business letterhead, header, footer images, authorized signatory details, notes, quote subject, custom terms, conditions, quotation number format, etc. Also, it allows salespersons to send the quotations instantly with file attachments via the built-in mail template. Furthermore, the software lets you create revised quotation formats with new prices, discounts, offers, and item lists.
Steps to generate quotations online using 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.
Quotation software online 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 generator simplifies the quote to sales workflow with quotation tracking and sales reporting tools.
Using the quotation-making software online helps organizations analyze leads, prospects, and potential customers and manage sales deals efficiently. With the software's quote tracking tools, businesses can monitor the quotations shared, approved, pending approvals, log customer conversations, add follow-up reminders, assign quotes to the sales team, and many more. The software produces a complete view of the quotation status and sales progress, thus helping you win more business deals. Also, it produces daily, weekly, monthly sales projections, and other business insights such as client-wise quotation reports, failed proposals reports, product sales reports, high-selling product reports, etc. Additionally, the system is integrated with an add-on feature to convert approved quotations into tax invoices in a single click thereby providing a complete sales management solution.
