When you are using a web quotation software, you simply require an Internet connection to your device to create some of the most complicated quotes. Moreover, you get the opportunity to completely eliminate capital expenditure costs as access to Internet is all that is needed to use the software tool. This is one of the main reasons why web-based tools are preferred to on-premise ones.
Following are some of the key functionalities included in web quoting tools:
Mobile Quoting App
Almost all companies selling this Online sales quoting tool have also designed a mobile quoting app. This means now you can use your smart phones to handle your quoting. Using your tablets and smartphones, you can access inventory and pricing information in real time to create quotes at any time regardless of your location. In simple words, it will enable you to run your business effortlessly through your mobile devices.
Ability to Add Upsell and Cross-sell Suggestions to the Quote
Another advantage of using this tool is that it gives you a good opportunity to increase order value and revenue. While you are creating a quote, you can include appropriate cross-sell and upsell products in the quote. In some cases, these additional products are automatically added during quote generation. So when you are creating a quote, the tool will recommend a product in a popup, which can then be added in a quote.
Automatic Tax Calculations
Every time you create a quote for your customer, you really don’t have to worry about taxes or discounts applicable to that transaction. This is because, once you have setup all the rules and configured the Web quotation software as per customer’s requirements, taxes and discounts are automatically taken into consideration while creating a quote. For instance, in Canada EHF (a type of tax) is applicable for every electronic product sold to consumers. So quoting tools can be configured to include EHF while creating a quote.
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