Clients will first interact with you through the quote process, after initial sales and marketing conversations. A professional proposal and a detailed quote will make a great impression. ITarian’s quote manager makes it easy for sales reps to quickly create polished quotes, which can be integrated with CRM or other operational systems. This allows them to spend more time with customers.
ITarian Quote Manager enables you to:

  • Quickly generate professional quotes to reduce the sales cycle
  • Customize product information, pricing, or agreements by logging in
  • Get real-time access to quotes

Quote Manager’s key benefits and capabilities

Templates for professionals in business

Make professional proposals and quotes. You can customize them to meet your business needs.

Automated distributor feeds

Get up-to-date price and product information from distributors to generate quotes.

Online quoting

Online delivery of quotes with the option to attach documents and videos to add a personal touch.

Upselling

Offer detailed and easily accessible upsell options within your quotes.

Sales cycle visibility

Receive notification when a client views the quote to ensure timely follow-up

 

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