Introduction
Generating quotes can be a tedious task. You spend ages collecting lead information, formatting the document, and performing calculations. But what if there was a way to automate most of it?
Elvis CRM can be your secret weapon for effortless quote generation. In this blog post, we look at how Elvis CRM simplifies the process.
Effortless Data Collection
Say goodbye to manually entering lead information. Elvis CRM integrates with various sources like social media and websites, automatically populating lead data into your system. This saves you time and ensures accuracy.
Quick Quote Creation
When you’re ready to create a quote, simply navigate to the lead’s profile and click the “Quote” option. Elvis CRM pre-fills the quote with all the relevant lead information, eliminating the need for repetitive data entry.
Focus on the Details
With the groundwork laid, all you need to do is personalize the quote. Specify product descriptions, pricing, any applicable discounts, and your terms & conditions.
Predefined Terms & Conditions
Save even more time by creating a master template for your terms & conditions. Go to settings, select the “Terms & Conditions Master,” and draft your standard terms. These can then be easily applied to any quote.
Automated Calculations
Forget manual calculations! Elvis CRM takes care of the math for you. Enter your prices and any discounts, and the system automatically calculates the final quote amount.
Finalize and Deliver
Once you’re happy with the quote, you can download it for your records or send it directly to your lead via email.
Revision Made Easy
Did you make a mistake? No problem! Elvis CRM allows you to edit your quotes easily. Revisions are clearly marked with an “R” followed by a number indicating the edit history. This ensures transparency and keeps track of changes.
Streamlined Sales Process
Elvis CRM doesn’t stop at quotes. Once you receive an order confirmation, you can seamlessly convert the quote into a proforma invoice and then a final commercial invoice. This eliminates the need to re-enter data and keeps your sales process flowing smoothly.
Start Saving Time Today!
Elvis CRM can revolutionize the way you generate quotes. Stop wasting time on repetitive tasks and focus on closing deals. With its intuitive interface and powerful features, Elvis CRM helps you create professional quotes in a fraction of the time.
Frequently Asked Questions (FAQs)
How does Elvis CRM save me time in generating quotes?
Elvis CRM automates data collection from various sources, pre-fills quotes with lead information and handles calculations for you. This eliminates repetitive tasks and lets you focus on customizing the quote.
Can I add my standard terms and conditions to quotes easily?
Absolutely! You can create a master template for your terms & conditions in the settings section. This template can then be applied to any quote you create, saving you time and ensuring consistency.
What happens if I need to edit a quote after I create it?
No worries! Elvis CRM allows for easy editing. Edits are clearly marked with an “R” followed by a version number, so you can track changes and maintain transparency.
Can Elvis CRM integrate with my existing workflow?
Yes! Elvis CRM integrates with various sources like social media and websites, automatically populating lead data into the system. This ensures a smooth transition from lead generation to quote creation.
Once a quote is approved, can I convert it into an invoice?
Elvis CRM streamlines your entire sales process. With a confirmed order, you can seamlessly convert the quote into a proforma invoice and then a final commercial invoice. No need to re-enter data!
