features and packages

Quoting:
Quick & Accurate

Products & Pricing:
Instant access to latest product and pricing for simplified drag and drop quoting

Product Hierarchies:
Predefined product configurations eliminate unnecessary user error

Pipeline Management:
The moment a quote is generated it is available in a rep’s pipeline

Quote Versioning:
Quote numbers and versions are automatically assigned and controlled

Post-Sale Documentation:
Rental Agreements, Service Agreements, Order Sheets etc. Can quickly automatically reproduced saving valuable selling time *

Consistency:
Professional quotations / proposals by the entire sales team

Accuracy:
Product, pricing and rate changes are immediately superseded and relayed to all users eliminating costly pricing errors

Simplicity:
The combination of our simple and easy to use interface and access to tutorial videos within the platform ensure that newbies are up and running in minutes

Reports:
Provide an immediate overview of quotes in field, the likelihood of closure, closure dates, products quoted and Geo Locations

Sales Teams:
Assign teams, leaders and members, provide team targets and specific rights for all users within a team

Quote Approvals:
Switch on and off for specific reps, allowing a manager to view and approve quotes before being emailed or presented to a client

Lead Management:
Detailed tracking of lead source and allocation determines the best ROI per marketing campaign

Reassign Quotes:
Quickly reassign team members’ quotes to other team members when staff changes occur, in order for these prospects to be followed up on immediately

Seamless:
Quickly update products, pricing, or rate changes and push down to the sales team at a push of a button

Pricelist Subscriptions:
Can be created by head office or a distributor, and can seamlessly be pushed down to different branches or dealers with their own specific pricing tiers. Immediately available for drag-drop quoting.**

Post-Sale:
Accurate stock ordering as per system-generated sign off sheets *

Compatibility:
Android & iOS

Dashboard:
Instant access to your dashboard and pipeline for quick viewing of targets, team targets, quote approvals, leads, and closing ratios

Memos:
Utilise the memo function for setting reminders, including meetings, emails, phone calls or contract reviews for contract upgrades. Load activities such as phone calls, meetings, notes, images, and documents. Attach a memo for review to all quotes, leads and clients at any stage.

Quote Approvals:
View and approve your team’s quotes on the go

Leads:
Receive and assign leads and navigate to these based on location. Create your own cold call leads for follow up and review later.

Notifications:
Receive notifications for approvals, leads and sales teams’ target achievement

Documentation:
View quote PDFs and other team documents out of Cloud Quote, such as rental agreements, service agreements, and order forms. It’s easy to reference, review, present, etc.

Client Management:
Create and maintain your company’s client list as an admin user. Assign clients to specific reps or leave them unlocked to the entire team. View quotes, activities, and attachments for each client. Navigate to and call clients, and set reminders, including contract reviews or client upgrades.