Quoting Management

Paperwork can slow down your organization to a crawl if you rely on nothing better than price books and spreadsheets to manage the long trail of proposals, quotes, sales and purchase orders behind every deal.

Quoting Management

With ChannelOnline's quoting management tools, the repetitive document workflow is completely automated and the speed and presentation of your client proposals greatly improved. It takes an instant to create a professional-looking quote that pulls together your customer's pricing and preferences with your best supplier cost. Once that initial document is created, it can be printed, e-mailed, updated and moved around your company's departments at will as it converts to a sales order or purchase order

Key Quoting Management Functions:

  • Creation and management of online quotes, sales orders, invoices and POs
  • Standardized, professional document templates customizable with company logo
  • Ability to organize professional looking document using bundles, headers, subtotals, blank and horizontal lines
  • Pricing, billing, shipping and tax charges set automatically
  • One-click supplier cost update
  • Print options available per sales rep to control what fields and print elements show on the printed or e-mailed document
  • Quote, order, and invoice submittal to end-customers via e-mail or storefront
  • Automatic conversion of quotes to sales orders and sales orders to invoice documents
  • Cross-reference between sales orders and purchase orders to streamline procurement process
  • Assign a status to a quote (Open, Lost, On Hold) or Invoice (Unpaid, Paid, Partial Pay, Past Due) and run reports by status
  • Create 2-line description for manual line items provides consistency across all products on a document
  • Support and tracking for major shipping carriers (FedEx, UPS, USPS)
  • Quote initiation and approval by end-customers via storefront
  • Hide documents from customers on storefront if desired
  • Hide manufacturer part number in quotes, sales orders, invoices and on store
  • Manually add additional suppliers to any product in the document
  • Tax-exempt support for end-customers and quotes
  • Quote "Hot List" for frequently-accessed documents
  • Simplified revisions so that each document has only one "head" or editable version. All revisions created are HTML reference copies
  • Faster field level search with "starts with" and "contains" options for quick retrieval of desired products, documents and customers
  • Recent order/quote activity with links to company and sales rep sales reports shown on Dashboard
  • 2nd level navigation to jump between all documents, current customer and all customers
  • Custom fields with validation rules at the customer and line item level
  • Cost center with validation rules at the line item level
  • Option to display monthly lease payments for lease upsell
  • Set follow up date on sales documents
  • Search and pull any pre-created paragraphs from the database into any sales document (quote/sales order) for communication to customers
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