Create Quotes Directly from your Live Stock Data
Expanding your software functionality to its full potential
OfficeQuote is the missing link between SuperOffice CRM and your ERP system
OfficeQuote enables your sales team to create sales quotations using live stock and accounting data seamlessly within SuperOffice CRM. Product and pricing information is obtained directly from your accounts package and can be linked to elements within the CRM to provide a fully integrated solution.
Full Integration with your Accounts Software
OfficeQuote integrates with Access Dimensions, Exchequer, OrderWise, Pegasus Opera 2 & 3, Sage 50, and Xero. So, no matter what accounts package you use, OfficeQuote can help you create accurate quotes, allowing greater transparency whilst minimising human error.
Bi-directional Sync with SuperOffice and your ERP system
OfficeQuote is fully integrated into SuperOffice CRM, providing lookup facilities for customers, contacts and projects. You can create sale activities and follow-up appointments enabling your team to analyse and manage their sales pipeline. OfficeQuote provides a 2-way synchronisation between SuperOffice and your Accounting Software, meaning if you update a linked field in the CRM, it will update in your accounts software and vice-versa. This keeps your systems in sync and eliminates errors due to re-keying information.
Fully Customisable Quotation Layouts
Quote layouts in OfficeQuote are fully customisable, allowing you to maintain consistency with your standard company layouts and branding. Quotes are produced as PDFs and can be sent directly by email, using the data in SuperOffice, improving speed of delivery, and allowing you to get the required information in front of your customers as soon as possible.
Live Stock and Price Visibility
OfficeQuote allows a live view of available stock from your accounting software including what’s on the shelf, and what’s on order, so the sales team always have an accurate view of what’s available to sell. The stock search includes predictive product code searching, reducing the time needed to build a quote.
In addition to this, customer-specific pricing can be accessed automatically from the accounts system ensuring you’ll always have the right price for the right customer. Once the sale has been made, quotations can be progressed into live orders using the accounts system link, speeding up the quote-to-cash process.
Line, Group & Overall Discount Facilities
When preparing your quote within OfficeQuote, you can apply overall discounts, individual discounts by line, or obtain totals for specific sets of quote lines by organising them into groups. This gives you full flexibility to organise your quotes the way you want them and customise the price you offer to your customers. You have complete control over prices whilst allowing salespeople to offer preauthorised discounts.
Full Visibility of Quotes Within SuperOffice CRM
Every version of a quote is viewable from within SuperOffice CRM in PDF format ready to send with full version control. The sales team can see all quotes in CRM knowing the discounts or mark ups offered and create new quotes from the original sale.
Price List and Special Price list Integration
OfficeQuote integrates live with your ERP price lists and special price lists where your supplier offers integration. This gives live price updates, reducing the need for manual data entry, saving you time. The reduced need for manual entry also reduces the risk of errors.
Multi-Tender and Revision Handling
Multi-tender and revision handling facilities are provided within the system using a master-child relationship. This means that multiple quotes can be produced for the same job to different prospects, speeding up the time needed to rewrite quotes. The master will be the lead quote and while others will be available to view, only the master will be added to the sales pipeline, allowing more accurate reporting. Quotes can also be marked as lost or sold from within OfficeQuote and a reason selected from the SuperOffice list.
Multilingual & Multi-Currency Options
OfficeQuote can handle multiple currencies, ideal for companies who import goods from different countries, but sell within the UK.
You can download a PDF brochure on OfficeQuote here:
You can view a demo of some of the features of OfficeQuote below:
Want More Information About OfficeQuote?
eSuite modules are designed and developed by technical experts in business programming and are designed to complement key business applications including Microsoft Dynamics 365 CRM & Business Central, Pegasus Opera and SuperOffice CRM. eSuite modules are created using a unique process of analysis and then applying a design and development solution to deliver a timely, cost effective solution that meets the needs of the small to medium business.
The Synergy Technology team is proud to be an official partner of SuperOffice CRM and to offer integration with a number of other platforms. Find out more by visiting our add-ons and integrations page, call us today on 0345 456 0050 or visit our contact page to send us an email.