Quotation Management Software

The Quotation Management system offers great flexibility and is an ideal tool for those looking to raise quotations for clients, or manage quotations received from Suppliers/Contractors.

Encapsulated within the Quotation Management software is all the fields you would need to raise multi-line quotations for unlimited types of the goods or services. Drawing from a central list of standard items, options are provided to quickly and accurately build quotations and issue them direct to clients via email.

For those looking to receive quotations from Suppliers or Contractors, the system includes a ‘Quotation Requirements’ system, enabling users to build a list of required items and issue it to multiple Suppliers or Contractors instantly. This approach enables users to review multiple 'received' quotes and place Purchase Orders with preferred bidders based on price and service.

Searching and reporting facilities are provided as standard.

CAFM Quotation Management Software for Facilities Management
comprehensive quotation management

Who uses Quotation Management Software?

The Quotation Management software is generally used within the service provider sector by administration team. The solution enables users to raise quotations for any type of goods or services the organisation provides. Quotations may be raised direct from a Reactive Maintenance or Planned Preventative Maintenance (PPM) job, offering an end-to-end job management solution.

With perfect integration with the Enquiry Management system, Sales teams also benefit greatly from the solution. Issuing quotations and monitoring progress enables Sales teams to track live quotations from initial enquiry through to order. This in turn enables administration teams to convert accepted quotations into Reactive Maintenance jobs, offering routes for Invoice Management further down the line.

Internal Facilities or Estates departments typically utilise this product manage incoming quotations from Suppliers or Contractors. With a list of requirements issued to multiple organisations, procurement teams can select the preferred bidder and issue Purchase Orders accordingly.

CAFM Quotation Management Software Reports for Facilities Management
flexible quotation tracking system

Extensions

The Quotation Management software integrates tightly with a range of supporting modules for a complete end-to-end process.


Key Features

  • Improves Data Accuracy
  • Prevents Data Duplication
  • Quick & Efficient Email Processing
  • Manage Sales & Supply Quotes with Ease
  • Ensure Consistent Pricing
  • Produce Accurate Statistical Reports
  • Centralise & Control Quotation Process
  • Produce Professional Quotation Documents with Minimum Effort
  • Customise/Configure Quotation Attachment Documents
  • Auto Save Quotations for Added Security
  • CAFM Quotation Facilities Management SoftwareQuotation
    Management

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