Quote Software
INCREASE QUOTE-TO-ORDER CONVERSIONS
Nirvaha Quote Software automates the creation and management of
quotes based on on your organization's custom business rules. Rules such as
volume pricing, percentage pricing, discounting maximums by sales reps and items,
product combinations, bundles, product configurations and product dependencies are
supported and customizable. Quote analytics provides visibility into quote to order
conversion and helps your organization optimize discount rates for better conversion
and profit margins.
BENEFITS
- Simplify the quote creation and quote to order process
- Pre-approve discount ranges and product combinations for efficient quoting
- Reduce quote creation time
- Quotes are visible, accurate, consistent and traceable
- Personalize branding and marketing messages for your customers
- Orders are aligned with original quotes
- Increase quote to order conversions
FEATURES
Creating quotes from existing templates and items
With Nirvaha Quoting, organizations can create quotes from their
pre-existing templates and item list in seconds. To begin, rich text document templates
(including images) can be selected for use in quote creation.
After choosing a template, Sales reps can create quotes simply by selecting items,
units and discounts. Once created, Quotes can be shared for review or approval.
Viewing and editing quotes on demand, online
Existing quotes are always visible on demand to the finance team, sales management,
and the executive team of your organization. These rich text quotes can be
edited easily using Nirvaha Quoting.
Setting financial controls on discounting
Nirvaha Quoting allows finance teams to specify maximum discount levels that sales
team members can provide based on their level in the organization. Once a salesperson
has been assigned a level, he or she must comply with their custom discount limit.
Maximum discount rules may be different for each item and for each person (based
on their level). Approvals for discount exceptions are also handled through our
workflow and approvals technology.
Generating final PDF quotes
When a quote is ready to be delivered, you may automatically generate a duplicate
of the document in PDF format.
Quotes Analytics
Quoting Analytics provides reports to measure quote to order conversion
effectiveness.