Quoting Tools

Would you like to have your quoting and proposal generating tool integrated with your CRM package?  How about having quotes convert to orders in your inventory sales system? What about having the sales orders generate purchase orders automatically? Then have the purchase orders show up in your distributor’s order system? Your not dreaming. SouthWare will give you all that and more in a single system.

Your professional looking quotes will be generated fast using your price files from distributors such as Ingram Micro and Tech Data. You also have the ability to stream-line the quote to proposal process with tight integration to word merge documents.

Why is having your quoting system part of a total business Management Important

• All information is in one place:  CRM data, quotes, orders, invoice history, open account balances, contracts, etc.
• Professional, consistent look and feel of quotes across entire company.
• accurate and timely reporting of pipeline data & open orders.
• Automatic alerts and reminders.
• Information is easily managed and tracked by reps and Sales Managers.