For many people working in sales and procurement, it’s part of everyday work: writing quotes for customers, checking them, sending them, waiting for a response, writing a follow-up email – only to receive a curt email in the end: “We’ve decided on a different quote.”
But the problem is usually not with the customer, but with processes relating to the compilation of products and product data. In most cases, there is no uniform template and each quote has to be created afresh. The sales employee has to compare sources of supply manually for each quote, and the price and margin also have to be calculated by hand.
Due to the time-consuming process of creating quotations and coordinating them with the customer, many orders are lost and, as a result, sales that were already planned for are also lost.
ITscope has the solution for exactly this problem
… the digital quote function: create appealing quotes in your corporate design directly in ITscope. With text templates, you can use templates for pre- and post-text in your quotes and edit them at any time. Access over 3 million products from over 400 distributors in realtime directly from the ITscope catalog, and add product details to the line items in the quote.
No more complex price calculation
Since the ITC market is very dynamic, product availability and prices change almost daily. Researching product prices for every quote is time-consuming and tedious. Let ITscope do the job: defined price rules - which you can set based on manufacturer, supplier and/or product category – automatically calculate your selling prices based on predefined target margins when adding products to a quote. This not only saves you an enormous amount of time, but also keeps your profitability in view at all times.
Direct communication with the customer: one link is enough
Instead of always having to call the customer afterwards, the quote can be sent directly to the client via a link. The customer can accept the quote directly without logging in, and also make changes. You are notified directly as soon as the recipient opens the quote, makes changes to it or accepts it. This reduces the effort that sales staff have to spend on communicating with the customer – while at the same time increasing the closing rate enormously.
Want to learn more about how you can use our quote add-on? Then you can find more information here.
If you want to test the quote tool directly, simply request a free 30-day trial – if the button doesn’t work, send us an email to marketing@itscope.com and we’ll unlock your trial.