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  Now Quotes and Orders are easy using Microsoft Dynamics CRM

Advanced Quote & Order Processing enables your team to quickly and easily create quotes and orders. Quotes and Orders can be made to look the way you want them. Data is retrieved directly from Microsoft Dynamics CRM. Quotes and Orders are attached to Contacts and Opportunities. Modifications are made easily and saved without losing the original quote. Line items can be added, deleted and modified.

Advanced Quote & Order Processing makes it easy to send quotes to your customers the way they want to see them. With a click your quote becomes a Word, Excel, pdf file or an email.

Unique features allow users to adjust the profit they want by modifying discounts and margin percentages instantly on the fly all on one screen. And your team no longer needs to spend time after hours creating pipeline reports since it’s automatically done for them.

Converting quotes to orders is done by clicking a button. All the information is sent to your accounting* software.

Advanced Quote & Order Processing also prints the shipping label, packing slips and picking documents by retrieving data from Microsoft Dynamics CRM.

 

  

 

 

 

 

 


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