QAD Customer Relationship Management > CRM Overview Demo Guide > Demonstration – Sales Force Automation > How QAD reduces administrative cost
  

How QAD reduces administrative cost
Quote
See how easy it is to generate a quote for your open lead - simply right click the opportunity, click the Quote tab and add a quote.
When you add a quote, you enter the same information as a regular quote done in QAD Sales Quote Maintenance – shipping and billing information; pricing; discounts and extra charges; dates required, ship and due; and complete product information - all without the assistance of a sales admin.
You can print a copy of the quote, on paper or electronically, and send it to your prospect. The quote will be automatically entered into your sales pipeline and it will be visible throughout the system and on this contact’s history including everything that you have negotiated – products; discounts or special offers; terms and conditions.
Demo
1. Click Quote tab
2. In Opportunity Details, right-click
3. Select Add
4. Click Further Details tab
5. Enter Disc % 5%
6. Click Save
7. In Product, right-click
8. Select Add Line
9. Enter Product ID 01010
10. Click Save & Close
11. Click Close
12. Double-click Opportunity
13. In Quote, right-click
14. Select Quote Print
15. In Quotation Header Template, click lookup icon, select Quote-header.dot
16. In Quotation Lines Template, click lookup icon, select Quote-lines.dot
17. In Quote-header.dot, click View icon
18. Switch to Word application
19. Close Word
20. Click Close
Key Points
• Easy to enter a quote; Same info as Sales Quote Maintenance (typically done by sales admin)
• Print or electronic copy, Customize and send to prospect