Sales Proposals

With Workcube Sales Proposal module, the sales personnel can prepare high quality proposals specific to the customer. The proposals prepared in proposal module can be constituted from sections such as an introductory page, the main proposal page, price quotas, sales tools and the answers for the questions of the customer which the proposal is submitted. Unlimited amount of additional pages can be added to the proposals.. Within the proposal management, there is a product basket with parametric column details. In this way, while you add unlimited amount of product and service details to your proposals, you can independently define product and service details (quantity, unit price, serial number, producer company, VAT, discount etc.) which you want to be displayed in your proposals. It allows preparing proposals always complying with the corporate identity by using the templates prepared previously for the proposals. Payment schedules specific to proposals can be prepared. The sales history related to the customer who the proposal is submitted can be easily accessed. The follow ups, events and documents related to proposal are centrally entered and monitored. The proposing process is simplified by copying the proposals in proposal management.

Workcube Sales Proposal Management Functions Any kind of proposal entry Preparing proposal in different currencies Product basket with parametric column details (inventory code, barcode, producer code, product name, quantity, unit, serial no., price, VAT %, due date, 5 separate discount columns, line total, net line total, payment method, tax total, final total, VAT total, delivery date, displaying price total and calculating automatic price for each product) Adding unlimited amount of products to the proposal Adding product to the proposal from the barcode device Associating the proposal with the sales employee Associating the proposal with the sales partner Associating the proposal with the project Proposal approval process design Creating automatic order from the proposal Proposal validity date (the proposals with expired validity date are not displayed on current proposals list) Selection of shipment method related to the proposal Selection of payment method related to the proposal Publishing the proposal in the partner portal Adding document to the proposal Defining additional page category to the proposal Adding additional pages with unlimited amount and category to the proposal Adding relevant content to the proposal Monitoring the proposal history Direct project entry from the proposal Printing the proposal together with all additional pages, converting it to PDF and send as e-mail Proposal output templates prepared specific to the company for PDF, Print and e-mail Copying the proposal Adding follow up to the proposal Disabling the proposal