Quote Management works as a standalone module to generate quotes for your customers based on items you have in your eCommerce system.
The workflow is simple. When a quote is created, it uses customer pricing as found in your eCommerce system. Then it is sent to your customer for approval. When the quote is approved, it is automatically converted to an order in your eCommerce system with a simple click of a button. If needed, you can manually override pricing in order to win the sale.
Quote Management is integrated with Salesforce, which can gather customer information for leads and convert the lead to a customer in your eCommerce system, if they aren’t already an existing customer.
From lead, to quote, to customer, to sale, Tejas Software helps enable commerce everywhere. And in the process, increase your sales and operational efficiency.