Send clear and complete professional quotations to your prospects in a couple of minutes using a wide range of templates.
- Get polished quotations to customers in just a few clicks, and send via email.
- Define discounts on order lines of quotations.
- Define a negative price on the quotations.
- Set the price list for the same product based on customer, quantity ordered, and time of sale.
- Add product descriptions and additional information simply by dragging and dropping building blocks.
- Design custom quotations in a few clicks and reuse them to save time.
- Get the complete customer and product information integrated into the quotations.
- Scopex allows you to take a printout of your quotation.
Manage and close your sales effortlessly and enhance traceability and follow-up.
- Convert the quotations into sales in one click. Send the order of acknowledgment to customers.
- Save time with the ability to customize the sales orders.
- Manage reviews and approval from different teams
- Track delivery and invoice status accurately.
- Track each phase of the contract- invoice, renewal, and Upselling.
- Set the credit limits for customers and sales reps. Get exceptional approval at the time of order approval.
- Get visibility and notifications of pending orders.
Record unified customer information and communication in one place. Increase sales by connecting with your customer.
- Seamless integration of modules allows retrieving complete information of customer in lightning speed.
- Automate the quotation customer information filling up.
- schedule follow-up activities and set an alert notification.
- Set credit limits for customers.
- Empower sales team with updated data of the customer in real-time.
Gain better team visibility, team insight, and better sales decisions by collaborative sales effort.
- Add and manage different operations of the sales team
- Assign, manage, and track the task to the sales team and gain a bird view of sales team operations.
- Get real-time visibility to Sales team analysis.
- Generate analytic reports of sales team performance. Sort and group the reports based on multiple parameters.
- Manage review and approval from different teams easily in a single platform.
- Connect the sales team irrespective of geographical barrier. View the complete sales team information with an interactive sales team dashboard.
- Optimize the sales process to get future-ready with real-time reports.
Increase sales by managing the master products effectively.
- Add new product and configure under order line.
- Define price list for the products and product variants.
- Define discounts based on customer, quantity ordered, and time of sale.
- Set automatic backordering of the product to guarantee the product availability for sales. Define minimum order for each product.
- Get a comprehensive overview of the products and product variants through an interactive dashboard.
- Define localized taxes.
seamlessly run the operations to close the sales effortlessly.
- Seamless integration that provides inventory reports to the sales team.
- Sales team can directly check the product availability and plan the sales accordingly.