Build, modify and manage professional looking sales quotations.

ProQuote delivers what sales teams have always dreamed of – the ability to create, manage and track sales quotes and estimates in a single, organization wide quoting system. Intuitive and user-friendly, even your newest salespeople will produce high quality and accurate proposals. We make the quoting process easy so you can focus on driving profitability, improving your customer experience and staying one step ahead of the competition.

  • “Pick n click” interface that simplifies work
  • Build predefined assemblies or configure on the fly
  • Edit, copy, or delete quotes to support the entire configure, price, quote process
  • Set-up templates for frequently quoted items
  • Copy information from previous quotations
  • Save quotes for later editing or viewing
  • Format quotes into sections with itemized or total pricing
  • Mark quotes as active, accepted, rejected or canceled
  • Automated quote revisions tracking
  • Include cover letter, terms and conditions and warranty information
  • Interactively adjust margins, apply discounts or override cost and price
  • Multi- currency and language capabilities
  • Customer specific pricing, quantity breaks and multi-level pricing matrix
  • Control the document view to include/exclude items such as pricing details and discounting percentages
  • Track multiple versions of a quote document and view old versions at any time
  • Search for and add non-configurable or standard items to a quote
  • Edit product descriptions
  • Over-ride total price
  • Assign quote level UDF’s
  • Format quote into sections
  • Type custom or non-standard items directly from the keyboard
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