Quotations

Introduction

All your sales activities can be recorded, maintained and retrieved within easy to use sales-oriented screens. From the recording of customisable sales actions to the storing of agreed sales rates (ensuring quotation and invoicing accuracy), to the creation of a variety of sales reports, everything is designed to help you work smarter, not harder!

• BoxTop allows you to manage your sales strategy and processes more effectively, by quoting in BoxTop you can convert to a job.
• Using BoxTop for your sales activities allows you to spend more time selling and less time on administration
• BoxTop integrates with Microsoft Outlook, so you can easily add contacts, sales reminders and tasks with just one click
• Letters, emails, brochures, even pictures can all be stored within the BoxTop document management system, allowing easy access or retrieval
• BoxTop helps sales people to concentrate on what they do best – sell
• Authorised users can have access to an overview of the customer or prospect showing all activity in a single screen
• BoxTop puts an end to the frantic merging of spread sheets and constant worry about missing forecasts. With instant access to reliable sales activities and productivity, you should never have any surprises

For more information or a personal demonstration on how BoxTop can help you maximise your competitive advantage please contact us.

New Quote

• Boxtop will allow you to quote for any mode of transport and also multi part quotes, and then convert into a Booking saving time and improving efficiency. Click here for more details.

Follow Up

Follow up is a very powerful view. When you complete a quote this will have a follow-up date by default (Normally 2 days). Once this date has passed the job will show in this listing as a outstanding quote. This listing is best used to keep track of quotes that have been won and lost, along with a reason for Non Acceptance to help you with future quotes. You can change the view by using the "Find" and look for filtered information. this could be all quotes for one customer or all quotes "To Expensive" all this information can help with future quotes and reports.

Browse Quotes

This screen is used to browse existing quotes. You can filter the listing by using the find button at the top of the screen. You can copy a quote from this screen, this can be useful if a customer is looking for a cheaper quote you can copy and edit accordingly.