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A sales quotation is a kind of price preview for a product or service. Essentially, it’s a document that lays out the suggested cost and terms presented by a seller to a potential buyer. It’s similar to the actual purchase offering details such as item descriptions, quantities, prices, and any relevant terms and conditions. This tool aids both the buyer and seller in comprehending the proposed transaction before committing, fostering transparency and clarity in the sales process
The journey from quotation to sales order confirmation has never been smoother. Once you decide to proceed with the entire quotation or a specific part of it, our system seamlessly references this information to generate a comprehensive sales order in our visionary platform. This integration not only saves time but also eliminates the potential for errors, providing you with a hassle-free experience.
You can attach all the documents that you have referenced to create a quotation in Vision ERP – This helps you and your users to “track back” and review the basis of your quotation
Just like you tag your emails – you can tag your quotations for easy search and actions.
All users that have rights to the quotations can add comments to the quotations provided which will be visible to all so that an informed decision can be taken.
You can build workflows for approvals of your quotations which can be authorized by different people in the hierarchy.
Our system is more than just a platform; it’s a testament to our commitment to innovation and efficiency. By integrating the quotation-to-sales order process, we empower you to navigate seamlessly through the sales journey. Your vision for your business is our top priority, and our system is designed to support and enhance that vision at every step.
At Proteus Vision ERP, Experience the difference between personalized, precise, and efficient solutions – because your vision deserves nothing less.