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Quote Management enables you to establish special price quotations for existing products. You are also able to print the quotation on a quote form and mail it to the customer/prospect, or save the quotation for future release. By copying and modifying existing quotations you can save time in creating new quotations.

Functions

  • Quote Entry/Maintenance
  • Convert Quotes to Orders
  • Integrates with Relevant's CRM
Features
  • Enter/Maintain Quotations
  • Enter/Maintain Prospects
  • Utilize Information from Relevant Estimating and Sales Order Management
  • Print Quote Forms
  • Convert Prospects to Customers
  • Convert Quotations to Orders
  • User-defined Quote Status
  • User-definable Fields and Programs
  • Prospect Follow-up

Download the Quote Management Data Sheet in PDF Format

Download all Relevant Data Sheets in PDF Format

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