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Customer Quotes provides key tools for entering, editing, and managing the flow of outgoing sales quotations.
Intuitive integration to Order Processing, Inventory Control, Multi-pricing, Accounts Receivable, Bills of Material, Kits, Sales History and Electronic Faxing makes RASER Customer Quotes a dynamic business management module for distribution, manufacturing, and all types of customer selling.

Key Features
  • Flexible, easy-to-use quote editing
  • Front end to RASER Job Costing
  • Convert quotes to orders
  • Automatic updates to multi-pricing
  • Instant fax of quotes to customer
  • Complete quote follow-up management
  • Multiple, drill-down lookups
  • Parameter-defined operation
  • Can be used as work project system
Key Reports
  • Quote Printing (pre-printed or Laser)
  • Quote Faxing
  • Quote Register
  • Monthly Quote Reports
  • Open Quote Reports
  • Open Quote Summary
  • Projected Gross Profit
Quote Entry
  • Intuitive, easy to learn and use
  • Lookups everywhere, context-sensitive
  • Prepare quotes for customers or prospects
  • Edit existing quotes, add or subtract items
  • Drill down to item sales history, customer profile
  • Move easily through all quote lines
  • Add BOMs as single item or show BOM detail
  • Add pre-defined Kits to quotes, add items on the fly
  • Add message lines between items on a quote
  • Add hidden messages, seen only on your screen
  • Send an immediate FAX of Quotation
  • Put quotes on HOLD until questions are answered
  • Credit Card processing available from system
  • Track canceled quotes to analyze lost sales
  • Copy quotes from previous quote or a master
  • Schedule advance payments on the quote
  • Add miscellaneous charges
Management Tools
  • Integrates with RASER Job Costing
  • Perform cost roll-up on quoted Jobs
  • Prevent bad-credit customers from getting quotes
  • Prepare quotes from multiple warehouses
  • Catch low-margin quotes before they become orders
  • Track quotes by multiple sales reps