Quoting Software
Create and customize foolproof quotes that streamline you buyer's journey and corresponds with your corporate branding. Our optimized Quote-to-Order Workflow improves staff efficiency by making it easy to send accurate quotes that will secure the sale.
Streamlined Quote-to-Order Workflow
Skip the manual tasks and move to an automated quoting process that takes your customer from quote to invoice without any delay. Access CRM’s quote-to-order workflow lets you maintain personalized communications with your customers by pulling data directly from your system and importing it into a pre-built branded template, so all you have to do is press send!
Benefits of Automated Quoting Software
- Spend more time driving profit and less time manually building every quote
- Streamline the transition from quote to order by giving your Operational team direct access to accepted quotes
- Personalize quote templates to align with your brand image
- Keep all customer interaction history in one place so quoting information is never lost
- Integrate with your back-office system to ensure accurate quotes and quick delivery every time
How to Set Up Quotes in Access CRM
Customize your template
Our Onboarding team are on hand to help you build quote templates that coordinate with your brand image. Built-in ‘accept’ and ‘decline’ buttons also make your quoting process smooth from start to finish for both you and your customer.
Fill your quote
Start importing product and service data into your quote template using the information extracted from your inventory management or accounting software.
Leave the rest to us
A tight integration with your back-office system means the rest of this process is completely hands-free. The data from your quote, once accepted, will be sent directly to your Operational team where the order can be handled appropriately.
Users that love CRM with Quoting Software
Quoting Software FAQs
What is a Quote-to-Order Workflow?
A Quote-to-Order Workflow refers from the process of building quotes, sending them to your customer, and eventually passing the order information to your warehouse team for delivery – all stages combined to create a profitable sales motion.
How do I send automated quotes from Access CRM?
Access CRM uses smart searching that allows you to find products, identify relevant upsell opportunities, and survey stock availability for your quote. Using your pre-configured quoting template and the customer information logged in your system, Access CRM will automatically assemble your quote – all you have to do is press send!
How do I set up my quoting workflow in Access CRM?
Access CRM’s quoting system offers various configurations that our Onboarding team can help you set up. From document templates to quote tables, it’s quick and easy to tailor the quoting system to suit your needs.
Why choose Access CRM?
Access CRM’s unique Inventory Management and ERP integration turns your back-office data into valuable insights and actions to increase customer lifetime value – automating your analytics and eliminating the disconnect between Inventory Management and CRM.