Key Product Features
Purchase Requisitions Simplified
Evolve your sales process so you can sell more, faster, and easier
Cloud-Based Solution Requiring Only a Web Browser
Allows a user of iQuote to access the system using only a web browser making deployment to hundreds of users quick and simple, as well as ongoing maintenance/upgrades extremely efficient. Because iQuote has been developed as a Web 2.0 application, utilization of the application is very fast leading to a rapid ROI.
Mobile Functionality
Because iQuote™ can be implemented as cloud based application it can be accessed by any smartphone or tablet device, powered by Android, or Windows. By providing mobile access, quotes can be reviewed and approved by the required people who may be out of the office which reduces the quote to sales order turnaround time from days to hours. By significantly reducing the ‘quote to order’ cycle time, cash flow and ultimately net profit are positively affected.
Integrates with most leading ERP solutions, and includes integration with QAD EA in ‘Real-Time’ Without Any Data Replication
iQuote reads the ERP Customer Master table, the Item Master table, etc. in real time, as well as writes to the ERP Sales Order table in real-time, eliminating the need for redundant data entry, which in turn reduces human error and improves productivity. Master file data is maintained in one place, your ERP system.
Allows Quote to be Created for Existing as well as New Customer and Items not in ERP EA Master File
iQuote can create quotes for new Customers and for items that are not in the ERP database, or for existing Customer and Items that are already setup in ERP system. This functionality eliminates the need to clutter up the Customer Master file with ‘Prospects’ who may not turn into Customers. Once a Prospect accepts a quote, the Customer is then setup in the ERP system so that a Sales Order can be created directly from iQuote once the quote has been accepted by the Prospect.
Maintains Unlimited Contacts per Customer, and Allows for Customer Search by Contact
iQuote allows you to maintain a list of all contacts that are associated with your Customer list. Quotes can be created using a contact name associated with a Customer, making the data entry to create a quote extremely intuitive and eliminating the need for a user to search for a Customer while they may be on the phone with the contact.
Routes Sales Quotes for Internal Review and Approval via User Configurable Approval Routing Engine (AART™); Tracks Approvals/Rejections for Audit Purposes
iQuote™ uses the AART™ rules-based approval routing engine that allows the end-user organization to easily configure/create the most challenging, or simple approval routing rules. There is NO limit to the number of approval routing rules which can be created, or the number of conditions (and’s & or’s) in a given approval routing rule. The AART™ approval routing engine provides for rules to be created using any or all of the data within the quote, for simultaneous as well as sequential approvals, for group approvals, for approval re-routing based on changes made to a quote, for retracting of a quote by the originator and re-submission of a quote for multiple approval attempts, and more.
Allows Multiple Quantities/Prices per Quote Line Item (i.e. Volume Breaks)
iQuote™ offers advanced pricing functionality utilizing the QAD ‘best-pricing’ and volume discounting logic but also offering additional pricing features such as Item Group Pricing and categorizing quote types for creating QAD Customer Price Lists upon quote approval.
Maintains a Centralized Repository of Sales Quotes for Global Visibility, Audit Trail Purposes, and Historical Research – Even After the Sales Order has been Created
The iQuote centralized repository allows users access to all sales quotes within the system based on their security privileges. For organizations with multiple locations around the globe, this functionality has proven to be invaluable when negotiating with global Customers who may be working with different locations. In addition, by archiving all quotes, new quotes can be created from historical quotes making the creation of a new quote extremely efficient and pricing more accurate.
Automatically send eMail or SMS Alerts to Quote Approvers and Originator
iQuote sends out emails automatically to the required approvers based on the approval routing rules that were created. This functionality expedites the approval process so a sales order can be created in QAD quickly and accurately upon quote acceptance by the Customer.
Create New Quotes from Historical Quotes and/or Create and Track Multiple Quote Revisions
A user can clone/copy a Quote that has already been created in iQuote. Once a new quote is created, any number of revisions will be tracked.
Provides Robust Quote Search and Query Capabilities
Built within iQuote is a powerful query tool which allows a user to find any number of quotes based on the criteria entered and the user’s security privileges.
Detailed Query for QAD EA Order(s) and Invoice(s) Created from Quote
iQuote provides inquiry to QAD orders and invoices that were created from a sales quote. This allows the user to track the entire sales process from quote to invoice.
Integrated with Microsoft® Excel
Data which is retrieved by the iQuote Query tool can be downloaded into MS Excel for analytical and reporting purposes.
