PrismERP’s CRM also makes provision to send financial proposal to potential client with service level agreement by the Quote Management.
1) Add/New Quotes:
From the above screenshot we can see various options for the add quotes.
a) Party Type: Type of Customer or organization
b) Party: Name of the Organization.
c) Date: Date of creating the quote
d) Assign To: Employer under whom the customer is assigned
e) Name: Name of the Person who is making the sale order
f) S/D (Month): Time required to deliver the product
g) Contact Person: contacting the person who is making the sale order
h) Valid till: Valid of the quote
i) Potential: Under which potential did the financial quote raised
j) Status: Current condition with the customer about the product
k) Amount after S/D %: percentage amount given to the company after delivering the product.
l) Implementation Time: Time required to implement the service or product
k) Products: Sale order of the products.
l) Terms & Conditions: Rules and Regulation policy of buying products or making sale order
k) Reject Quote list: Can go to the quotes reject list page view.
l) Quote List: Can go to the quote list page view.
2) Quote List Page:
The list page view of Quote provides the following option and filters.
a) Add icon: Can add organization, potential, campaign, quote from the list page.
b) Reject Quote list: Can go to the reject quote list page
c) Party Type: Can search the quote that has been generated under the type of organizations.
d) Party: Can search the quotes that has been generated under an organization name
e) Assign To: Can search all the quotes generated under a particular assigned Employee.
f) Owner: Can even search a particular code a under an owner’s name
g) Status: Can search a particular quote by their status
h) Date Range: Can search by putting the date of a particular created quote before.
i) Quote Number: The specific number that has been generated for quote and can enter the specific quote by clicking that number from the list page
j) Re-Quote: User can again re-quote or make new quote under an existing quote number
3) Page View of a Specific Quote That Has Been Generated: