Sales and Quoting
Streamline Deals and Synchronize Teams
Sales and Quoting
Streamline Deals and Synchronize Teams
Seamless Workflows from Job Creation to Invoicing
Easily generate new quotes directly from jobs, track wins and losses, and promote contacts from prospect to customer as you bring wins across the line. Convert won quotes into dispatch projects, letting job information flow to quotes and projects in Dispatch and all the way to billing and invoicing, keeping pricing management centralized, in sync, and error free.
Effortless Quote Approvals and Project Conversion
Email quotes to customers and receivable digital customer approvals quickly. Convert quotes to projects instantly, reducing delays and letting your sales team focus on closing deals rather than administrative tasks.
Monitor Sales Activities and Trends
Easily monitor sales activities in the field from anywhere and understand your future pipeline. View sales performance data and track progress towards forecasts and goals. Filter job and quote views to further segment performance data and view by market segments, sub-segments, or sales channels.
Quote with Confidence and Profit In Mind
Centralize control over the prices shared with prospects and customers. Apply pricing at either job, quote, customer, location, or company levels. See margins on materials for informed decisionmaking, and view delivery cost and profitability at the time a quote is created.
Boost Teamwork and Efficiency
Sales and Quoting connects sales and operations teams by integrating quote data into Dispatch projects. This smooths the transition from quotes to jobs, reduces manual data input, and aligns teams to profitably deliver on customer expectations.
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