Quote Management

Change your approach to quotation by automating the entire process from start to finish, making your business move at the speed of your customers.

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*80% Grant on GenicDocs-Document Management Software
Overview

Quote Management

Sending a quote to a customer may seem like an easy process when, in general, it can be very inefficient. Especially if you have to send extremely detailed quotes to a plethora of customers, doing everything manually can be tedious and difficult.

When the quote is accepted, the information of the order has to be generated again before the work can be started. In this way, you can make unexpected mistakes, leading to a lot of inaccuracies.

And let’s not forget about the speed. Manual processes may impact the speed in which you reach out to your customers, confirm their orders, and complete the work. Simply put, automation is what you need. Our seamless quote management feature can assist you in creating, editing, and sending multiple quotes to your customers. Our field service management system is the savior you need.

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On-site assessment

Plan on-site evaluation to gather more insight regarding the customer before producing a quote for them. The customer receives an assessment date and the team receives all the necessary and relevant information via Genic Teams FSM app. With the relevant information transforming the offer into a real quote is a simple process.

Approval

Clients with access to the company portal can agree and suggest modifications to the quotes. The status of all the quotes in your account will be visible on the dashboard and offer a clear overview concerning the actions clients took to book your services.

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History

All your quotes are recorded and accounted for in BTTech’s software database and with filters to segregate quotes by date sent & status amongst other filters provide room for follow-ups and status tracking to provide ample opportunities to make use of our appointment scheduling software.

E-signature for approval

To speed up the approval process and avoid wastage of time, our Field Management Software comes with an approve option to electronically sign quote documents on the spot to ensure minimum time utilization and maximum output.

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Client records

Customers can access current and past quotes on the web portal itself to compare services and pricing or to keep track of previous services. Updates in the portal are reflected in real-time.

Follow-ups & reminders

Maximize efficiency by setting up automated messages to customers who have not reverted back. Constant engagement helps to deliver better results. You can customize and choose the template for these automated messages along with the days, timing and frequency of these messages via Genic Teams online appointment scheduling.

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Third Party Integration

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*80% Grant

GenicDocs-Document Management Software