Quotation Management Software

You are facing many difficulties in managing and creating quotes for customers:

• Inability to control real-time business status
• Spending a lot of time searching for information and customer records
• Spending a lot of time and paperwork on recording
• Employees taking a lot of time to create quotes for customers
• Employees not remember all the specifications and details of accompanying accessories
• Easily making mistakes in quoting for customers regarding the equipment and accessories of each brand
• Spending time on finalizing accounts for projects
• … and many other concerns and worries that you have not been able to resolve.

From these issues and difficulties, we have developed a specialized CRM software solution for quotations to help you manage and create quotes for customers more quickly and efficiently. The quotation management software includes the following features:

1. Customer management
2. Management of customer interactions (number of meetings, phone calls)
3. Product and service management
4. Product and service group management
5. Quotation management and exporting quotes to PDF as templates
6. Managing the conversion of quotes into orders
7. Order management, exporting orders as templates, order status
8. Revenue and expenditure management
9. Cost management for orders
10. Debt and profit reporting for orders
11. Debt and profit reporting by customer
12. Employee commission management

The software is available in two deployment options:

• Software rental (Cloud):

  • The software and data are installed on Long Phat company’s server, and users are given login accounts to use the software
  • Annual fees are based on the number of users.
  • Cost of the CRM rental package for quotations: 90,000 VND / 1 user / 1 month

Refer to more details about the rental package

• Software purchase:

  • The software and data are installed on the customer’s server
  • Customers own the software permanently
  • Total software package cost: Contact us for details