The easiest way to generate service quotations
Our automated servicing quotes software is the easiest and most efficient way to generate customer quotations, specifically for after-sales servicing. It improves the productivity of your sales team, as it initiates three processes with just one action required from you:
- It creates the quotation document that can be emailed or printed for the customer in PDF format.
- It automatically posts to your Opportunity Pipeline within the CRM system.
- It generates a quote follow-up activity.
Other key features of our servicing quotes automation feature include:
- Upload multiple products and pricing from an Excel file and update your pricing automatically by uploading your latest Excel price lists.
- Pricing features: Include cost and selling prices, product codes and descriptions, product narratives, pictures and more.
- Multiple price lists can be stored and customers flagged for the appropriate price list – this integrates to Pastel multiple price lists.
- Track quotes easily and simply: Each quote sent is automatically filed into the document management storage area of BluWave CRM, and in the activity history of the customer with a link to the quote document.
Want to know more about how our servicing quotes software can help with after-sales service? Get in touch