Quote and proposal software free download for small business
Quote and proposal software is a free-to-use sales quoting software platform for small businesses to produce and submit professional business proposals and quotations. Catalystk provides a free quote proposal template that aims at providing precise quotations, increase the sales team's productivity, impress clients, and ultimately win businesses. The software helps you to streamline and automate the proposal requests and convert the quotations into sales. Using the quoting software quotes and proposals can be generated in multiple file formats and shared instantly through multiple channels. It is an all-in-one quotation software that includes the ability to deliver the best price quotes in less time. Catalystk quote and proposal 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.
What is the difference between a quote and a proposal?
Quote and proposal are the terms alternatively used and refers to a formal business proposal document sent to the customer during a sales transaction. It is a document that describes the price, terms, and conditions at which you offer all the products and services to a client.
Catalystk free quote proposal software includes options to generate customized quotations in letterhead, pdf format, and send quote details via mail instantly.
The quote proposal software facilitates creating professional quotes and proposals with rich-content and all the necessary business specifications. With the quote proposal software sales quotes can be generated in different file formats Some of the formats include pdf, letterhead print, quotations with images, and many more. A quote generated can be customized with additional information based on different requirements and price negotiations. You can easily revise quotations by adding discounts, service charges, custom terms, and conditions, product specifications, currency type, and additional notes. All the quotations can be recorded, saved, and shared via email with multiple files attached. The quote and proposal software ensures simple, accurate quote creation and delivering it as soon as possible to all the customers and boost the sales workflow.
Quote and proposal software features:
- Quotation with images
- Quotation grouping products
- Revised Quotation
- Quotation without image
- Email Quotation
- SMS Quotation
- Quotation Follow-ups
- missed quotation follow-ups
- Proforma Invoice
- Sales Order
- DC
- Invoice
- Sales Projections
- Sales achievements
- Deals management
- Task management
- Leads management
- Return Received
- HSN Code
- GST Calculations
- Finance management
- General Ledger
- Client Ledger
- Supplier Ledger
- Pending Payments
- Balance Sheet
- Profit and Loss
- Sales management
- Procurement Management
- Purchase Enquiry
- Vendor Identification
- Purchase Order
- Goods Received Note
- Goods Return
- Purchase Invoice Verification
- Purchase Invoice
- Pending Purchase
- Sales Work Flow
- Manufacturing
- Bill of Materials
- MRP(Planning)
- Job Work / Job Order
- Work Order
- Manufacturing process
- Grouping
- Follow Up
- Excel Uploads
- Excel Download
- Automated Sales Order, Invoice mailing system
- Reports
Catalystk quote and proposal software is an integrated software platform with other tools such as CRM, inventory, sales, distribution, and reporting.
Catalystk sales quote and proposal software is combined with other software tools that make the sales process even simpler. All the required customer, product, and business details can be easily populated from the database using the inventory, CRM tools while generating quotations. From quotation to invoicing and tracking payments the entire sales and distribution can be automated and managed from a single quoting platform. You can record all the sales orders, maintain dispatch details, convert a quote into a tax invoice, track pending payments, set follow-up reminders, and download ledger reports, etc. A detailed report of each functional unit can be retrieved such as client reports, product sales, purchase reports, and finance reports.
