How to Create a Sales Quotation Quickly!

1. Go to Price List to search and select from a scrolling price list.
2. Assemble the line items and contact information in the Quote.
3. Customize your own form design in Layout.
4. View detailed information in Catalog including weights, colors, user-fields, benefits, pictures, scrolling information box, and more!

The Options Screen & Price List Import

QwikQuote's Options screen provides a central spot to select preferences such as your contact manager, and the Import Price List button in the Price List makes it easy to import your existing electronic price list.

• Search and sort tens of thousands of products and services to find the best solution at the best price.
• Pick your products from a scrolling order pad and enter the quantity of each.
• Search by supplier, part number, description, or full text.
• Instantly re-price your entire product list according to retail, discount, cost, margin, markup, customer-defined, established prices, or a combination.
• Access multiple data bases from different suppliers for the same quotation.
• Access technical and sales information on any product by double-clicking on a description field.
• Generate price lists by results of last search or entire list.
• Password protect cost information.
• Famous quotations on start-up screen: add your own or your company's messages.

• Bring together customer, product, and pricing information quickly for the most efficient and accurate quote possible.
• Automatically display all the items you chose under Product View.
• Selectively or collectively re-price including Dynamically Designated Pricing.
• Add variable sales tax automatically.
• Add customer information and order instructions by clicking on View Customer.
• Perform cost, profit, margin, and commission analysis by clicking on the Analysis button.
• Test What if? pricing scenarios instantly on your profit and commission.
• Print your quote or fax it directly to your customer with a fax modem (purchased separately).

• The Layout lets you create standard document types so you don't have to re-format every time you print.
• Create as many document types as you want:  quotes, orders, purchase orders, contracts, whatever you use!
• Once a quote is accepted, change the document style to your Invoice.
• Lets you create single page and multi-page styles.
• Use your company logo and pictures of your products!
• Set up fields and design elements wherever you want them.  This screen shows how you select a field for inclusion in a Layout.
• Give your salespeople's documents a consistent, professional appearance!

• Detailed information about every product or service at your fingertips.
• Be the first to respond to your customer's Request For Quotation.
• Answer product questions faster. Click on any product description, and scroll through pages of technical information, marketing data, and product specifications in QwikQuote's Info Box. You can even cut and paste information from your word processor.
• Insert QwikQuote product benefit Hot Points! While your competition sends dry descriptions, you can automatically add 3 reasons to buy any product to your quotation.
• Spend more time with your customers and less time on paperwork.
• Improve follow-up by tracking each quotation electronically.

• Print Preview lets you view the quote before printing.
• Print Preview combines the information in the quote screen with any of your pre-defined Layout Documents including, at your option, graphics, logos, shipping addresses, and custom fields.
• To e-mail your quote, export to an Adobe Acrobat PDF document and attach the quote to an e-mail!  QwikQuote includes an Acrobat-compatible PDF generator at no additional charge!

B. Customizing Options:
    Selecting Fields
    & Columns   Top      Next
    Click screen to enlarge >>

• The Options screen allows complete customization including defining what information to use for columns in your Price List and Quote
• Just click on the down arrow in the field to choose which information to put in which column.  For instance, you might want to look at part numbers in your price list, but not put them on the quote itself.  It's your choice!

• Importing your current Price List is easy with QwikQuote's import routine. Just line up fields from your existing price list. You can even save import routines for frequent imports, or send us your database for a free import the first time!
• Import your current product lists from Excel, dbase, Lotus, Paradox, and any other programs that write dBase, Access, or FoxPro files.
• Works with real-world data bases of over 100,000 products.