Sales quote and proposal software for traders
Catalystk offers sales quote and proposal software for small business traders to quickly generate business proposals or quotations. The software's simple yet professional quote template lets you create and deliver beautiful price quotations within minutes, thereby increasing sales efficiency and driving potential customers to sales. The sales quote software includes all the necessary fields to create formal business quotations with the company logo, signatures, quotation date, product price, and descriptions and business terms. The added advantages of using the web-based quotation software are that it ensures data accuracy, eliminates bottlenecks, boosts up the sales process, and helps you close sales deals without any hassle. Catalystk sales 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?
Quotation, sales quote, and proposal are the terms used alternatively referring to a formal business offer sent to the potential customers or client. A sales quote or proposal is usually shared with clients requesting the products or services required. A quote must include the following information - quotation date, number, subject, product or service description, prices, sale terms, company and client details, and authorized signatory details.
Catalystk sales quotation software with template to mail quotations with product images, company's letterhead, logo, header, and footer images.
The sales quote software provided by Catalystk for small business traders is embedded with multiple enhanced quoting tools thereby allowing you to generate simple yet impressive quotations. Using the quotation template you can share quotes with product images, company logo, letterhead format, headers and footers, and digital signatures. You can even customize your business quote with notes, product specifications, custom quote number, subject, custom sales terms, and conditions, product grouping, etc. The software delivering the best and accurate proposals by providing a quotation email template embedded into it to mail quotes instantly for quick approvals.
Quotation proposal 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 sales quote software is embedded with follow-up reminder tools to monitor quotation status follow-ups and retrieve sales reports.
Catalystk sales proposal software is an all-in-one sales management software that automates quote creation, revising, quotation tracking, and sales conversions. The quotation proposal template lets you add follow-up reminders, conversations to keep track of the quotes shared and also intimates you about the daily customer followups, and missed follow-ups. Furthermore, you can even assign quotes to the sales team, manage deals, set targets and track their achievements. You can easily track, record, and retrieve quotation reports on a daily basis. The reporting tools produce daily, weekly, monthly, and yearly quotations reports, failed proposal reports, status-wise reports, sales projections, and many more. As an add-on feature, the quotation software lets you convert quotes into tax invoices in a single click.
