Send quick estimates, follow & revise them and convert to order/invoice in a click.

Send quick proposals / quotes / estimates with chain revisions, schedule user wise follow up reminders on calendar/via sms/via email, 1 click convert to sales order / invoice, analyze over dues / rejections / cancellations and make necessary corrections to generate more revenue.


Introduction

MaxxERP has a very simple quotation & estimates generation system which is the need of every business today. MaxxERP helps you quickly close the deals and convert potential estimates to customers. An in-built follow up reminder system ensures you do not miss/delay even a single communication. With 1 click quotation revision feature, keep track of the complete chain of rates and terms revised linked with one another. Once a quotation/estimate is approved, convert it to an Order / Invoice in 1 click. Rejection analysis helps you determine the reasons and make necessary corrections to generate more business.
 

Key Features

Manage And Prepare Quotations With Ease.


  • Send quotes & estimates along with due dates and auto generate follow up reminders.
  • Quick quotation copy option.
  • One click quotation revision option.
  • Option to convert partial/complete quotation to order/invoice in 1 click.
  • Track pending quotation which is not converted to Order/Invoice yet.
  • Quotes and estimates revision chain history tracking with different terms and rates.
  • Quotation Rejection / Cancellation analysis Reports.
  • On screen Alerts / SMS / Email reminder option for on-time follow ups.