The easiest way to generate service quotations

Our automated servicing quotes software is the easiest and most efficient way to generate customer quotations, specifically for after-sales servicing. It improves the productivity of your sales team, as it initiates three processes with just one action required from you:
  1. It creates the quotation document that can be emailed or printed for the customer in PDF format.
  2. It automatically posts to your Opportunity Pipeline within the CRM system.
  3. It generates a quote follow-up activity.
Other key features of our servicing quotes automation feature include:
  • Upload multiple products and pricing from an Excel file and update your pricing automatically by uploading your latest Excel price lists.
  • Pricing features: Include cost and selling prices, product codes and descriptions, product narratives, pictures and more.
  • Multiple price lists can be stored and customers flagged for the appropriate price list – this integrates to Pastel multiple price lists.
  • Track quotes easily and simply: Each quote sent is automatically filed into the document management storage area of BluWave CRM, and in the activity history of the customer with a link to the quote document.
Want to know more about how our servicing quotes software can help with after-sales service? Get in touch.

< Back

Web Statistics