The Quotation module in IntelliStant allows you to generate and deliver a typical quotation within 60 seconds sharp! The built in catalog where you could add and store your products or services and a smart Tax calculation system means your customer could get a professional looking quotation before you complete the call asking for details.
Select or Add Customer
A quick search will show you if the customer details are already in the system. You could load the billing address as well as shipping address from stored details. If it is a new customer just enter the basic details and proceed, the new data will be stored automatically to the master customer database.
The quotation software in IntelliStant supports multicurrency allowing you to quote in different currencies as needed. Just choose the currency from a dropdown menu and you are ready to proceed.
IntelliStant quote software allows you to quickly add products / services from stored catalog as you interact with your customer. Simply start typing the name of the products / services or their item code and the software will show matching options as you type. Alternately you could choose to open a look up catalog and select items by a click. The corresponding price and tax will appear as you select items. For occasional items that you may want to quote once in a while, there is a choice to add other items and select rate / tax as required.
If the products that you sell has multiple sub options, you could easily set up an interactive catalog within the quote module. This will be a great tool for the marketing team especially when the customer is on the phone and asking for a quote.
If you opt to add the tax on the total amount instead of adding per item, just click this option and add multiple taxes as well as surcharge on tax as needed.
Should you have a need to add any other optional lines after all the calculations, you could quickly accommodate as a miscellaneous item. This could be an external service, like freight charges or a round off amount if needed.
By using this option an existing quotation can be copied to create a new one either for the same customer or for a new customer.
The recurring quotation module allows you to quickly generate quotations on a periodic basis where you have a need to invoice a customer periodically.
Generate and send the quote
Once you have finalized the quote just click this link and send the quote in pdf format with a smart e-mail that is stored as a template.