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Enterprise Software Selection
Monday, November 23, 2009
Home > Site Map > Software Evaluation Criteria > Financial And Insurance CRM > Sales Force Automation (SFA) > 



Quote Management Page: 1

Page: 1
  1. Add description (2 product(s) support this feature)
  2. Allocate staff based on competitive information (2 product(s) support this feature)
  3. Allocate staff based on demand in a region (1 product(s) support this feature)
  4. Allocate staff based on supply in a region (2 product(s) support this feature)
  5. Allow price quotation at bid amendment (2 product(s) support this feature)
  6. Allow price quotation at bid creation (2 product(s) support this feature)
  7. Allow price quotation at discount rate (2 product(s) support this feature)
  8. Allow price quotation when transaction is posted (2 product(s) support this feature)
  9. Allow sales quota setting for allocating staff (2 product(s) support this feature)
  10. Allow sales quota setting for managing quotas (2 product(s) support this feature)
  11. Allow sales quota setting for setting quotas (2 product(s) support this feature)
  12. Define the contact (2 product(s) support this feature)
  13. Define the job number (2 product(s) support this feature)
  14. Define the status (2 product(s) support this feature)
  15. Define the type (2 product(s) support this feature)
  16. E-mail integration to send quotes to customers over the Internet (2 product(s) support this feature)
  17. Integrate workflow for quote approval (2 product(s) support this feature)
  18. Print quotes using a variety of formats (2 product(s) support this feature)
  19. Provide automated quote-to-order conversion (2 product(s) support this feature)
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