Quotes – Qano

Advanced Quoting
and Solicitation

This module streamlines and automates your quoting, CRM, and solicitation processes. With advanced features such as multi-option quotes, automated reminders, and instant approval via email or SMS, you maximize efficiency and increase conversion rates. Our module adapts precisely to your workflows. With a detailed action history, you maintain full control over your interactions and opportunities.

Transform your sales management into a seamless, efficient, and fully tailored process.

Ce module est disponible et prêt à être utilisé dans l'application suivante : Qano REP

Fonctionnalités

Tous nos processus sont entièrement bâtis sur mesure selon vos besoins, voici quelques fonctionnalités que nous pourrions adapter à vos opérations

General Features

- Solicitation and quotes

(Qualification steps and process)

- Quotes validation

- Quotes sent by email and/or SMS

- Automated approval by email and/or SMS

- Automated reminders according to your configurations

- General quotes (quick quote)

- Copy a quote

- Invoices and orders are created on approval

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Collaboration

- Note and file sharing

- Integration with Google Drive

- Integration with Google Docs

Products

- Mass management and action

- Notes and instructions

- Price ranges

- Specific validation

- Assignment to a department

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Reports

- Performance reports by user

- Daily summary

- Objectives by period

CRM

- Complete history

- Logs of automated actions

(approvals, language changes, status changes, emails, SMS and reminders sent)

- Terms and credit limit

- Customer language

(all communications and documents will be sent in the customer's language)

- Language preference

(customers can change their language of communication with a single click)

- Labels

(e.g. bad payer)

- Customer account status

(prospect, pending, closed)

Français

Advanced Quotingand Solicitation