Quote Generator is an Excel Quote Template application that allows integration of your Customer and Product information into a single system, from there it is a simple process to create and then track each customer quotation.
Key Features
- Customer details stored in the Quote Generator allow for quick and easy reference and reporting
- All your Products can be listed within Quote Generator for specific prices and rates
- Customer and Product details can be copied directly into the Quote Generator worksheets from other systems. This reduces the time required to initially setup and maintain the information stored within Quote Generator
- Quick lookup functionality enables fast and efficient selection of Customer and Product details for inclusion to a Quote
- Save Quotes in Excel or PDF format for future reference and Track the status of those Quotes
- Email Quotes directly to Customers from Quote Generator
- Reporting on Quote Status and Customers
- Customise the standard Quote Template to include your own Company Logo and Tag Line
- System Help provides step by step instructions for each of the key features for Quote Generator
With a few simple steps you can begin creating professional quotations including your company logo using our automated Excel Quote Template – “Quote Generator”
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