This area is used to select routes, carriers and local charges for a new quote. The basic options for most quotes can be selected in less than a minute.

The selected costing information will then be displayed for editing. You can change/add information which is specific to this quote - change individual prices, add comments, add extra price groups, etc

Add a covering letter and attachments if required. Letters are addressed and formatted automatically. Use of standardised letters ensures professional communication. Simple drag and drop operation keeps it fast and simple.

Your quote will be created as a word document ready for faxing, emailing or printing. Page breaks and formatting are applied automatically as the quote is being generated. No word templates are used  so there are no security issues. The saved quote is easily accessible to authorised personnel for viewing and editing at a later date.

Contact Management

This unique split form design allows all contact management information to be accessed quickly and easily. You can keep track of follow up calls, search existing quotes to create a hit list, view pertinent client information such as credit and billing status, and a great deal more.

All quotations produced in your company are valuable. They can be one of the most valuable information resources you can use to get new business. Searching this resource for prospecting will give your sales force the edge they need in this competitive industry.

The results of your search are displayed in this list. When you click an entry the customer information is displayed so you can easily contact the customers as you work through the list. You can also use extended search criteria such as competitor, turnover or post code. The list can be saved and loaded by other users or for later use.