Quote Management
Fast, Accurate, and Effective Execution of Quoting Processes
The Quote Management module is an integrated solution that ensures the complete and efficient management of both incoming and outgoing quotes. By digitizing the quoting process—one of the most critical stages in sales and purchasing—from end to end, it accelerates the process, enhances transparency, and provides control.
Quote stages can be tracked in real-time. Incoming quotes are recorded in the system with details such as supplier and product information, quote dates, validity periods, pricing, quantity, and delivery times. The module supports the tracking of incoming quotes, quote-based analysis, and decision-making processes.
Within the sales process, it facilitates the creation, editing, and detailed monitoring of quotes sent to customers. Fully customizable quotes can be prepared with features like customer-specific pricing, discounts, descriptions, and visual attachments. The quote template design can also be edited by the user through the system.
Optiway enables sales teams to monitor and optimize their quote performance. System-defined notifications help expedite the completion of the quoting process. By making the entire lifecycle of quotes traceable, Optiway accelerates decision-making processes.