eManage Insight provides an intuitive, user friendly process to manage customer quotes from multiple salespeople across multiple departments.
Quote documents are generated using your existing process and a corresponding record is created in eManage Insight along with all pertinent customer and job/project information. The quote document is then attached to the eManage Insight record for immediate and future reference.
Each quote record in eManage Insight contains the following:
- Quote Number - For tracking purposes
- Customer
- Salesperson
- Job Location and Description
- Quote Status (Pending, Awarded, Lost, Cancelled)
- All attached documentation
Quotes are managed through an easy-to-use interface. Salespeople look at a list of their quotes and see details immediately. Beats having to thumb through files!
The Quote Management system in eManage Insight is designed to be simple and effective. Simple enough for those "technically challenged" employees and powerful enough to produce results!
Call us for more information and schedule a DEMO!