quotation software, quoting software, proposal software, sales software - domex technical
DESCRIPTION
Domex's online quotation software helps you make professional proposals that save your time, while increasing your win rate!TRANSCRIPT
Unlimited user access
User friendly software / Online & offline access
Create quotations according to location of your office or
department-wise.
Managerial approval option available for better control.
Quickly generate Quotations / Pro-forma invoices & save in PDF.
Draft letter formats available for instant submission of your
proposal(s).
In-built email options for sending your quotations.
Preserve all enquires.
Option for uploading your products, customer details in excel.
Data back-up facility available.
Overcome Attrition & reduce dependence on sales assistants
Quotation generation from any location 24/7 via internet.
Fast-track your proposals to achieve sales.
Track & view status of all your proposals instantaneously.
User friendly interface.
MASTER Company Details Customer Details Products User Creation Email Draft Excel Upload Terms & Conditions
Transaction Add Enquiry Assign to user Generate Quotation & Pro-forma Approval Process Generate PDF Inbuilt email Facility Revised Quotation & Pro-forma Regret / Cancel
Add / modify your Masters (e.g. : Our Company, Client,
Vendor, etc..)
Add / modify your Masters (e.g. : Our Company, Client,
Vendor, etc..)
Masters for Products
Masters for Products
Add Enquiries & Send Enquires to Vendors
Add Enquiries & Send Enquires to Vendors
Generate Quotation, Revised Quote/Pro-forma Invoice or Regret
Generate Quotation, Revised Quote/Pro-forma Invoice or Regret
Select your Preferred Office Location
Select your Preferred Office Location
Type of enquiry : e-mail, telephonic etc.
Type of enquiry : e-mail, telephonic etc. Fix due date
for submitting quote
Fix due date for submitting
quote
Click upload button to add enquiry
Click upload button to add enquiry
Enquiry comments for user
Enquiry comments for user
Uploaded enquiry will appear here
Uploaded enquiry will appear here
Click here to Assign to Your self or other
user
Click here to Assign to Your self or other
user
Company InfoCompany Info Client InfoClient Info
Quotation InfoQuotation InfoEnquiry InfoEnquiry Info
Add Product itemsAdd Product itemsAdd terms & ConditionsAdd terms & Conditions
Other Info Other Info
Ref No. generated Automatically after selection of
handling office
Ref No. generated Automatically after selection of
handling office
Select authorized person to receive approval
Select authorized person to receive approval
Add products /
items
Add products /
items Determine T&C
for final quotationDetermine T&C
for final quotation
Quotation to be saved or sent for
approval
Quotation to be saved or sent for
approval
Click for automatic calculation
Click for automatic calculation
Client info generated
Automatically
Client info generated
Automatically
Option available for entering taxation for each
product
Option available for entering taxation for each
product
Pro-forma can be saved or sent for
approval
Pro-forma can be saved or sent for
approval
User can send Quotation & Pro-forma in PDF to client through inbuilt email facility. A copy of quotation/ pro-forma will be saved in the server for future reference. The PDF format contains details of client name and address, key person, Product item details, T&C etc.
User can send Quotation & Pro-forma in PDF to client through inbuilt email facility. A copy of quotation/ pro-forma will be saved in the server for future reference. The PDF format contains details of client name and address, key person, Product item details, T&C etc.
Contact person e-mail will automatically appears
Contact person e-mail will automatically appears
Authorized person e-mail will automatically appearAuthorized person e-mail will automatically appear
Attach product catalogues, etc.Attach product catalogues, etc.
Auto generated draft letter based on the Subject selectedAuto generated draft letter
based on the Subject selected
Note : Along with email
Quotation attached in PDF
format
Select the Subject according to the
process
Select the Subject according to the
process
Update Enquiry Status (follow-ups, PO received, etc)
Update Enquiry Status (follow-ups, PO received, etc)