> Create quotes and orders quickly
for Accounts or Contacts
> Choose from multiple price lists
> Easily add or delete line items
> Track quote revisions
> Track probability of every quote
> Re-sequence line items in any order
> Auto creates quote and revision numbers
> Lookup products and other line
items easily
> Search by part #, partial part #, item description or vendor part
#
> Supports multiple price lists
> Create, edit and view expanded
detail of each line item
> Write-In line items on the fly
> Modify discounts and margins for each line item
> Calculate margins and percentages per line item
> Permits line item pricing changes
> Filter and view quotes by quote
name, status and total amount
> Filter quotes and orders by Active, Draft, Won and Closed
> Convert quotes to orders
> Create template quotes and orders |
> Ship via Account or Contact
> Track shipping, delivery and due dates
> Flexible shipping and billing
features
> Easily print or output quotes and orders
to multiple file formats including pdf, Excel, HTML, Tiff, XML and
others
>One click print, fax or email quotes and orders directly from
Dynamics CRM
> Copy quotes and orders from one Account or Contact to another
> Print shipping labels and picking tickets
> View and sort quotes by Name,
Status, Amount and Potential Customer
> Export quotes and orders into Microsoft Excel
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