CRM Plus Quotation

CRM Plus Quotation

Configure your quotation in Synergy

In standard ESE you can configure your quotation but the options are limited. We have added description fields, workflow and Exact Globe sales order functionalities into Synergy quotation and sales cycle.

Features are:

  • Availability of description fields
  • The option to link quotation to the steps in a workflow
  • Free fields available in header and lines
  • Option to select Delivery/Invoice debtor
  • Option to select delivery address
  • Availability of all sales order condition fields
  • Variant-items
  • Calculation fields for example nett-prices
  • Insert lines, move lines
  • All fields available in Word Merge
  • Integration with sales order Exact Globe
  • Integration with Synergy sales cycle, from opportunity to quotation

Product Description

General Information

  • Implementation: 1 – 2 days
  • Maintenance plan available: Yes
  • User manual available: Yes
  • ‘Enabling add-on solution’ Role needed: Yes
  • Price: POA
  • Available for resale: Yes
  • Contact: Contact us
  • Developed by:
    GLM Systems

Related products

 

Exact Product Line

  • Exact Synergy Enterprise

Development Platform

  • C#.Net
  • C#.NET
  • SQL

Modules

  • CRM