Effective sales with offer management
When it comes to standing out from a large number of companies with your offer, time and quality are key success factors in offer management. Informative content, rapid feedback to potential customers and efficient offer management increase the attractiveness of your offer and therefore make a significant contribution to sales success. However, staff and time bottlenecks often mean that administrative activities, such as the creation of quotations, get lost in the company. 1Tool offers you an effective tool for successful quotation management. You have access to all important customer and product data at the touch of a button, enabling you to prepare quotations quickly.
Timely and customer-specific quotations with the 1Tool quotation management software
With our quotation management software from 1Tool, you can create and send quotations in just a few clicks. Our software’s modular quotation generator ensures that your documents are processed quickly and automates the entire quotation management process. Thanks to the link to other modules of the quotation management software, both customer and product data are used to create quotations from the database so that all relevant content is automatically filled in the quotation mask. You simply select the recipient of the quotation and the various product items and the delivery addresses, product information, tax rates and discounts are transferred directly to the quotation management software.
Offer management at any time and any place
As 1Tool is offered as a cloud solution, only Internet access is required to use it. Every employee can therefore view and create quotations without local software, i.e. directly on the move via an iPad. Your sales staff can start writing quotations immediately after a customer visit so that no relevant data is lost from the meeting.
In addition, the location- and time-independent quotation management also facilitates internal collaboration within the team, as an order acceptance is immediately registered in the order management software and further tasks can be allocated and initiated among employees.
Customized layout for your offers
Individual offer templates ensure further optimization and acceleration of your offer management. The footer and header areas of your quotations can be easily standardized so that important company data such as logo, address or company register number can always be found in the right place in the quotation and do not have to be entered manually for each quotation. If different information is required for each of your company divisions or business areas, this can also be easily handled using so-called order groups and individual templates in the corresponding layout.
Convenient shipping & easy offer tracking
Our quotation management software is also characterized by uncomplicated dispatch and simple quotation tracking. At the touch of a button, your quotations can be generated as a PDF for sending by email or as a print file for sending by post. If you send your offers by e-mail, the text and layout of the e-mail can also be defined using the offer templates and personalized for customers using placeholders. The type of dispatch is also noted directly in the order management software to make it easier to check the quotation.
Order phases & overview
Order phases and a structured quotation overview also contribute to efficient quotation tracking and make the status (e.g.: quotation signed) of your quotations and down payments made visible to your employees at a glance. Further steps, such as the generation of an order confirmation after acceptance by the customer, can be carried out directly in the quotation management software with just one click. Nothing stands in the way of rapid customer communication and efficient quotation management!
How to create a new order is explained step by step in our manual.