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Quotes

Standardised Quote templates

Distributor
Resellers

In a sizeable dispersed enterprise, with multiple operating companies, the use of compliant and approved quote templates is a standard. Companies do not want to clog up there ERP systems with an enormous amount of product information before they have client approval to purchase. Hence the salesperson defaults to using “their” own template and so standardising templates to customers becomes a difficult task.

Document Status

Understanding the status of quotes and invoices is an essential aspect of managing your sales workflow.