Quotation management System


Agate has brought a ready made quotation management solution for salespersons who face different problems to itemize bills or invoice for the customers. The bill itemization, invoice processing and quotation management process were complicated and much time consuming. It stands to reason Agate has set up new quotation management software which will process 100 quotes on a single go.

Quotation management process is faster. You can create new quotes in twinkling of an eye. Online quotation management procedures don’t require dealers to prepare quotations manually. It is automated quotation management software which you can use to generate different quotes freely. You are no longer compelled to manually update a spreadsheet or Excel sheet by making numerical inputs. You are not needed to transfer or convert this Excel sheet into PDF and then decide to email these written quotes to your customers.

Utilities Quotation Management

Agate upgrades utilities quotations management software which performs unexpectedly well. The speedy calculation of prices is done. The utilities quotation management software of Agate manages the quotes for large scale wholesalers. Quote updates, bill itemization, invoice preparation up to the customers’ last feedback reports are conducted speedily and successfully.

Your quotation management process will be well taken care of as this is one of the hi-tech web based tool to manage quotes in order.

Following benefits of using or installing Agate’s quotation management software are

  • Rapid quotation management with a number of options to modify, replace, and add new text in the quotation form.
  • No delay in sending quotes
  • Online quote updation
  • Removal of junk quotes
  • Add new quotes
  • Centralized repository to store quotes
  • Quotes reporting system

Customers can get their quotes through Internet. There is no pain to call customer care representatives over phone to ask for free quotes. Different categories are mentioned in an online quote form. Agate quotation management software covers all the categories systematically for helping sellers and customers to make online deals.

  • Accelerate cash flow by integrating every step of the quotation management process,  from quote to cash and fulfillment
  • Reduce unnecessary paperwork and errors
  • Take control of the quote and order-to-cash process with integrated approvals, discounting policies, pricing and more
  • Monitor orders and manage performance in real time
  • Exceed your customers’ order expectations by giving them instant online access to order and delivery information.


  • Accelerate Cash Flow with An Integrated Quote-to-Cash-to-Fulfill Process
    • Maximize cash flow with order management software that integrates all business processes from sales quote through to approve orders—and that is integrated with order fulfillment, billing and payments
    • Turn quotes into orders and orders into invoices (recognizing the revenue when appropriate), and then fulfill those orders, all with one easy-to-use application that eliminates faxes, emails, spreadsheets and late-night phone calls
    • Automate revenue recognition by applying rules on how sales orders will be billed and fulfilled
    • Eliminate errors via real-time, centralized management of all orders—maintaining a complete history within a single repository
    • Improve quote and order accuracy by including automated tax and shipping-rate calculations
    • Reduce fulfillment errors by electronically routing orders to suppliers for drop shipping.
  • Take Control of the Quote and Order-to-Cash Process
    • Reduce unnecessary paperwork and errors by enabling sales to turn opportunities into orders with just a click
    • Accelerate the order management process with online approval and workflow management
    • Incorporate pricing and discounting rules automatically into the quote process, enabling real-time quote management
    • Increase average order size by embedding intelligent up-sell management into the order-capture process
    • Improve sales team satisfaction by automatically calculating incentive compensation and updating quota measures.
  • Monitor Orders and Manage Performance in Real Time
    • Gain real-time visibility into the entire order management process with role-based dashboards that show orders, trends and order-conversion
    • Increase sales forecasting reliability, predictability and accuracy by including booked orders in the sales forecast
    • Allow customer support reps to drill down into detailed customer order histories, enabling better responses to inquiries.
  • Exceed Your Customers’ Ordering Expectations
    • Streamline the order fulfillment process by providing sales reps with real-time access to inventory levels so that they can set appropriate delivery expectations
    • Allow support reps to answer customer order queries immediately by giving them online access to order status
    • Allow customers to check their order status and manage their billing plans and payment options online
    • Alert sales reps when an order is completed so that they can make follow-up customer calls
    • Improve your returns process with integration between order management and return merchandise authorization (RMA).

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