Quote Management Quotation Management should happen within the opportunity, using professional word templates and using your company’s pricelists. Why? Because it allows your staff to get quotes out quickly and track them against specific opportunities.

In Gold-Vision CRM you create your quote directly from the opportunity and the opportunity is tracked against it.

Your price lists are stored within Gold-Vision CRM and these can be linked to stock and changing supplier prices.

When your sales person creates a quote, he or she simply picks the products, applies discounts where appropriate, chooses the quantity and attaches them to the quote. All the time this is happening, margin is tracked to make sure targets are hit.

When the quote is complete, a single click opens up a template list and your document is created. Some CRM Solutions require plug-ins and add-ons to get the link with Microsoft Word working. Gold-Vision CRM links directly with Word so your IT staff have nothing additional to manage.

Quotation Management with the opportunity means you can create several quotes and only choose to add some to your opportunity value, this increase pipeline accuracy. Quotation Management also allows you to look at quotes across all opportunities in a central area, so managers can see what products are being quoted and what prices they are being quoted at.

No other CRM Software offers a direct link to Word for templates and no other CRM Solution allows such easy integration with stock control and ERP packages. Gold-Vision CRM is the clear choice for Quote Management.