Below here, we explain the certain detail, the module-wise features of EngQuote and what benefits it can provide the users of this software.
Home Page viewing of enquiries ; quotations ; orders ; follow-ups, deliveries and third party sourcing. Fully secure software with authorized administrative control and restricted user access.
Multiple branches / personnel access and maintenance of records in single database.
Pricing control vested in hands of authorized personnel (MD / Dir / CEO / CFO / GM).
Overview tracking sheet (weekly / monthly / quarterly / yearly) to view enquiry follow-ups (executive-wise, branch-wise) and generation of customizable status reports for top management.
Data import & export to accounting packages via Excel.
Enquiry status tracker - user-wise & branch-wise.
Historical data of past quotations - product-wise, with comparative analysis to enable competitive and strategic bidding / pricing in future.
Analysis of lost orders and enquiries requiring follow up.
Successful order receipt analysis.
Profitability analysis (customized at additional fee).
Standardized customer & prospective customer database with details (viz. contact persons, emails, telephones….).
Pending enquiries listing to rework strategy.
Proforma invoice generation.
Final price quotes with facilities for revision after negotiations.
Facility for application of taxes (VAT / Service Tax / LBT /…).
Delivery details and associated challans and packing slips.
Non-editable Invoices in PDF / other formats to enable email attachment send-outs.
AMCs and expiration of warranty periods (customized at additional fee).
Sales executive daily / weekly reports with expenses statements, incentives / commissions, performance / fulfilling of targets and other supplementary information, facilitating corrective management initiative and action.
E-mailing with attachments of PDF / other formats.
Bulk e-mailing possible.
Standard letters repository.
Alert messages to related persons in form of 'pop-ups' (customized at additional fee).