Gusto Sales and Quotation Management Program
Prepare quotes quickly and save time with industry- and company-specific quotation management software.
Gusto Sales and Quotation Management Program
With quotation management software that can be customized for any industry or company, you can prepare your quotes very quickly, save time, and track the status of your quotes. You can monitor approved and rejected quotes along with the reasons for rejection. After a quote is sent, you can track its history by saving incoming requests (product, payment terms, discounts, price changes, etc.) as different versions. Access statistical reports such as most approved and most rejected quotes by different users. Set up automatic email alerts for quotes nearing expiration and notify the staff who issued the quote. This ensures that the most critical part of the sales process—quotation—is tracked in an organized and planned manner.
You can provide quotes with customized pricing to your customers via email or printed format with a single click. With the quote copy feature, you can prepare similar quotes quickly and completely, saving time. You can also prepare the same quote with a different price group using just one option. With multi-currency options, you can save your quotes in any exchange rate you choose. Products sold in different currencies can be easily quoted in a single currency.
Fully integrated with Gusto, the system allows the use of data already defined in Gusto without re-entering it. Likewise, information defined in this application is automatically transferred to Gusto. It works in full integration with the Gusto ERP system without any additional data entry.
With Gusto Sales Quotation Management, preparing a quote is very easy.
Select the customer, products, and quantities. Revise your sent quotes in minutes. Once accepted, convert them into an order with a single click.
Features
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Unlimited quote storage
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Free, company-specific customized quote presentation reports
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Flexible software architecture allowing all kinds of data entry
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Quote expiration alerts
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Support for MSSQL and MySQL databases
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Integration capability with accounting or ERP software
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User-based authorization
Track Internal Company News
Write notes about the tasks you're working on, meetings with customers, and all developments. Instantly publish them in your internal news feed.
Link Your Notes
Link your notes to customers, products, sales, tasks, and orders. Readers can access the related records with just one click.
Attach Image Files
Sometimes a simple sketch is more effective than pages of writing. Easily add and share drawings, photos, and other files in your TeamGram notes. Archive them and access them quickly when needed.