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Quotation Software

Supplier: Capital Office Business Software

Full Editing - Add, edit or remove quotations at any time with forward and back date capability.

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Customer Link - Direct access to customer details file. Transfer contact and address details without re-keying. Customer Special Price details also accessed.

Credit Details - Check Operator may access a pop-up list of all unpaid invoices for account being quoted, check credit limit, account ageing and last sale and payment received details.

Stock Link - Direct access to stock file for product code and pricing information. Promotional pricing and discounts are automatically calculated from your accounting software.

Quick Find - Locate quotations by prospect name, date, quote number, account code, quote description, reference, contact name, job/project name or job number. Locate quotations by prospect name, date, quote number, account code, quote description, reference, contact name, job/project name or job number.

Prospect Details - Holds prospect address details, delivery address details, reference, tax status, title, phone, fax and contact information.

Copy Quotes - Old quotations may be imported into new quotations. Allows the entry of "standard" quotes to be kept on-file.

Telesales - Assistant Access note, reminder and sales history information from your business software while in the midst of invoicing.

Letter Style - Print letter style quotations on letter heads or standard form style quotations.

Customize Stationary - Quotation forms may be completely customized using the visual forms editor.

Insert & Remove - Insert and remove lines anywhere on the transaction.

Multi-line Description - Product descriptions can be of any length up to limit of transaction size (4000 lines).

Code Short-Cuts - Automatic expansion of a single "short-cut" product code into a series of products.

Multi-departments & Currencies - Quotations may be categorized by department and entered in any currency.

Quote Transfer - Move directly to:

  • New sales orders
  • New invoices
  • Hire manager jobs
  • Service manager jobs

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