Quote preparation software for small business traders
Quote preparation software is a web-based quoting software platform offered by Catalystk for small business enterprises. The online quote generator helps salespersons quickly quote and share professional-looking proposals with business prospects. The software with its easy-to-use interface and quotation template lets you generate quotations instantly in less time. Using the business growth software, it becomes easier to maintain lead contacts, analyze potential customers, send price quotations, and close sales deals efficiently. Also, the application provides quick and easy access to the client details, product details, and business information which accelerates the quoting and overall sales process. With the software, you can automate and systemize the quote creation, sales process, monitor the quote status, approvals, improve sales conversion and enhance the core business processes. The benefits of using a web-based platform are that it maintains data accuracy, supports remote working, and produces useful business insights. Catalystk quote preparation 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 quotation preparation software lets you quote products with GST and send quotations with product images, company letterhead using the mail template.
Catalystk eases quotation preparation online with multiple built-in unique tools embedded into it for quick quoting. Using the online quotation maker you can easily quote products with or without GST, print quotations with product images, company logo, letterhead, footer images, authorized signatory details, notes, subject, custom terms and conditions, and multiple currencies. All quotations can be quickly shared via the quote email template with multiple file attachments. You can keep track of all quotations shared using the unique custom quotation number format. Furthermore, revised versions of quotes can be generated with new prices, discounts, and sale terms.
Steps to generate price quotation pdf 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 maker 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 eases quoting to the sales process with tools for quote creation, tracking and sales reporting.
The quotation-making software serves as an ideal quoting tool using which businesses can simplify quote creation, tracking, automate sales activities and retrieve reports of the same. The software is inbuilt with CRM tools to monitor the progress of the quotations shared, track quote status, set customer follow-up reminders, log client conversations, track daily followups, missed follow-ups, and many more. Also, the system provides deal management tools to manage sales deals and monitor daily, weekly, and monthly sales projections. Businesses can retrieve useful reports in excel format for future reference such as quotation reports, client-wise reports, failed proposals reports, product sales reports, high-selling product reports, and profit margins.
