Support account managers with creating a customized quotation for their clients to enhance their sales operation cycle.
Our solution automates the entire sales process and integrates seamlessly with Zoho Books to convert job summaries into draft invoices, which are managed for all accounting and financial activities. It includes a well-organized service catalog for easy selection of service items, and manages prospects by on a daily basis.
Supporting account managers with customizable quotation number formatting, configurable taxes and discounts, and currency management are the main goals of our Quotation Generator.
Creating digital timesheets is mandatory for generating job summaries, ensuring efficient job order processing and smooth sales operations.
Possible to integrate with Invoicing/CRM/ERP systems through API.
Streamlines the sales process by managing operation outputs with quotations to track job tasks in details.
Automatically converts job summaries into draft invoices, which are managed by Zoho Books, for all accounting and financial activities.
Offers options for manual or automatic quotation numbering, including customizable prefixes, separators, and minimum digits.
Manage any sales entries and enable adjustments, including inline tax and discounts, etc., and instantly email finance team members.
Manage customer database and other currencies, along with their exchange rates to ensure accurate financial transactions.
Provides a complete inventory of service items, allowing users to view, add, edit, or remove items for easy reference and selection.
Track potential clients, convert prospects to clients, and manage quotations through the search, view, edit, and create features.
Search, view, edit, and generate job summaries efficiently for better job ordering and management of working hours.
