The Quotation Management Software for SME’s

Developed by: Domex Technical Information Pvt Ltd

Unlimited user access

User friendly software / Online & offline access

Create quotations according to location of your office or

department-wise.

Managerial approval option available for better control.

Quickly generate Quotations / Pro-forma invoices & save in PDF.

Draft letter formats available for instant submission of your

proposal(s).

In-built email options for sending your quotations.

Preserve all enquires.

Option for uploading your products, customer details in excel.

Data back-up facility available.

Overcome Attrition & reduce dependence on sales assistants

Quotation generation from any location 24/7 via internet.

Fast-track your proposals to achieve sales.

Track & view status of all your proposals instantaneously.

User friendly interface.

MASTER Company Details Customer Details Products User Creation Email Draft Excel Upload Terms & Conditions

Transaction Add Enquiry Assign to user Generate Quotation & Pro-forma Approval Process Generate PDF Inbuilt email Facility Revised Quotation & Pro-forma Regret / Cancel

Add / modify your Masters (e.g. : Our Company, Client,

Vendor, etc..)

Add / modify your Masters (e.g. : Our Company, Client,

Vendor, etc..)

Masters for Products

Masters for Products

Add Enquiries & Send Enquires to Vendors

Add Enquiries & Send Enquires to Vendors

Generate Quotation, Revised Quote/Pro-forma Invoice or Regret

Generate Quotation, Revised Quote/Pro-forma Invoice or Regret

Select your Preferred Office Location

Select your Preferred Office Location

Type of enquiry : e-mail, telephonic etc.

Type of enquiry : e-mail, telephonic etc. Fix due date

for submitting quote

Fix due date for submitting

quote

Click upload button to add enquiry

Click upload button to add enquiry

Enquiry comments for user

Enquiry comments for user

Uploaded enquiry will appear here

Uploaded enquiry will appear here

Click here to Assign to Your self or other

user

Click here to Assign to Your self or other

user

Company InfoCompany Info Client InfoClient Info

Quotation InfoQuotation InfoEnquiry InfoEnquiry Info

Add Product itemsAdd Product itemsAdd terms & ConditionsAdd terms & Conditions

Other Info Other Info

Ref No. generated Automatically after selection of

handling office

Ref No. generated Automatically after selection of

handling office

Select authorized person to receive approval

Select authorized person to receive approval

Add products /

items

Add products /

items Determine T&C

for final quotationDetermine T&C

for final quotation

Quotation to be saved or sent for

approval

Quotation to be saved or sent for

approval

Click for automatic calculation

Click for automatic calculation

Client info generated

Automatically

Client info generated

Automatically

Option available for entering taxation for each

product

Option available for entering taxation for each

product

Pro-forma can be saved or sent for

approval

Pro-forma can be saved or sent for

approval

User can send Quotation & Pro-forma in PDF to client through inbuilt email facility. A copy of quotation/ pro-forma will be saved in the server for future reference. The PDF format contains details of client name and address, key person, Product item details, T&C etc.

User can send Quotation & Pro-forma in PDF to client through inbuilt email facility. A copy of quotation/ pro-forma will be saved in the server for future reference. The PDF format contains details of client name and address, key person, Product item details, T&C etc.

Contact person e-mail will automatically appears

Contact person e-mail will automatically appears

Authorized person e-mail will automatically appearAuthorized person e-mail will automatically appear

Attach product catalogues, etc.Attach product catalogues, etc.

Auto generated draft letter based on the Subject selectedAuto generated draft letter

based on the Subject selected

Note : Along with email

Quotation attached in PDF

format

Select the Subject according to the

process

Select the Subject according to the

process

Update Enquiry Status (follow-ups, PO received, etc)

Update Enquiry Status (follow-ups, PO received, etc)

View Complete Enquiry History

Start to Now

View Complete Enquiry History

Start to Now

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