Details

Ease of Use
Standard Windows interface with fast data entry.

Effective Presentation
Great control over quote format.

Selection of Quote Content
Quick and easy entry of quote details.

Appearance of Quote
WYSIWYG interface for template design with full control over quote appearance.

Templates
Standardise quote presentation and have multiple views of the quote data.

Components/Structured Items
Unlimited nesting of structured items with options over how cost and price are calculated.

Control of Discount and Profit
Full choice over where discount is applied, with overrides based on item, customer and item group.

Units and Currencies
Unit and currency conversion. Supports different currencies for your customers. Cost items based on local supplies.

Totals
Automatic totalling together with user defined totals based on formulae using other totals and values.

Issuing a Quote
Actions automatically initiated on quote issue include the ability to freeze prices. Full history of actions on quote.

Data Maintenance
Extensive and powerful set of data manipulation tools. Wizards for import/export. Customer and supplier control with contact lists.

Extensibility
User defined fields and Scripting.

Queries and Reports
SQL based interactive query tool and report generator.

Technical Considerations
Details of system requirements.