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Sales Quote and Invoice
"What good is a sales CRM if is doesn't contain the ability to deliver, store and maintain your sales quotes and invoices?" EBSuite's Sales Automation module is a complete system for your sales team, from prospect to closed sale. Create, modify and deliver sales quotes to your customers. Our sales quote system is directly integrated with our product catalog so your sales team can quickly, easily and accurately send sales quotes.
Easy to maintain one system, product catalog and quotes
Reduce sales quote errors
Sales quote approval management
Instant profit margin
Support for multiple price books
Sales quotes transfer to new opportunities


Sales Quotes
Sales quotes are created for each sales opportunity. Since each sales quote is a contact, they are stored and sent in .PDF file format. As your sales negotiation progresses your sales quotes can be edited, cloned, modified with additional products or deleted.

Calculated Profit Margin
EBSuite's sales quote system provides profitability analytics as you build each quote. The calculated profit margin, product markup or discount and your actual costs are presented. This will ensure you can offer your customers' the best deal without the risk of errors and ensure that each deal is a profitable one.

Sales Quote with Your Brand
EBSuite's sales quotes come in several pre-defined styles. In addition, use Microsoft Word or Excel to design your own sales quote templates. Then upload your template in XML format. Our sales quote system will automatically merge your information to produce your sales quotes.

Standard Quote Pages
EBSuite's sales quote system provides two additional pages, a cover page and a back page for instructions or terms and conditions. As each sales quote is sent, the additional pages are added to your quote. The additional pages are designed by you in PDF file format. They support your company's brand and provide standard instructions for customers.

Sales Quote Approval Management
Eliminate errors!   EBSuite's sales quote system allows manager's to review and approve sales quotes before they are delivered to your customer.

Product Catalog & Sales Quotes
EBSuite's direct integration between our product catalog and sales quotes enables accurate up-to-date product and price information. Since it is integrated there is less chance for errors and its easy to maintain. Our sales quotes even provide multiple price books to support your customer groups.

Sales Quotes Transfer to New Opportunities
As sales negotiations progress, deals often change dramatically. The original sales opportunity may change with each sales quote. In order to maintain the original sales opportunity information, some systems have you start over. With EBSuite its just one-click to create a new sales opportunity from a sales quote or update the original sales opportunity with the new products and prices.

Sales Work Flows
Manage Sales by Email
Account Management
Contact Management
Lead Management
Territory Management
Opportunity Management
Sales Quotes
Customer Portraits
Sales Report Builder
Executive Dashboards
Asset Management
Activity Management
Product Catalogs
Sales Escalation
Document Management
Mobile CRM
Enterprise Integration


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