Sales quote generation and sending

Quote generation using the automatic calculator

The automated calculator streamlines precise calculations in mere minutes by utilizing predefined parameters. It caters to a wide range of printed products and is also adapted for the metallurgy industry by enabling calculations of metal products.

The calculator provides the convenience of computing multiple quantities simultaneously, facilitating the creation of offers featuring various options for the client. Additionally, you can retain each calculation as a template, ready for future use with minor adjustments, thus significantly expediting the entire process. The calculator presents both sales and purchase prices, along with the sales margin.

Quote generation using product catalogs

In addition to the calculator, the option to generate quotes is also available through product catalogs. Enhanced search functionalities enable you to locate the desired product within seconds and include it in your quote, specifying the desired quantities. Each product is accompanied by a predetermined description, and there's an option to attach an image to each item. Furthermore, you have the flexibility to adjust prices, apply discounts, or modify product descriptions within your quote.

The quoting process offers several customizable features, including the choice of language, header/footer preferences, inclusion/exclusion of images, display of total amounts, grouping of items, and more.

Quote generation using manual input of products

Toscana ERP offers the flexibility to manually input products when they cannot be accommodated via a calculator or product catalogs. This feature proves invaluable, particularly for custom-made items and products typically not included in your standard offerings. The process is straightforward: just provide the product name, a brief description, price, and quantity, and it will be added to your quote.

Direct sending of sales quotes

All quotes can be sent to your customers directly from the system. There is no need to open your email, as everything is seamlessly handled within Toscana ERP. The system automatically identifies the client's email address, attaches the document, and includes a predefined message before sending it to your customer. Such a system enables sending a large number of offers in a short period of time, guaranteeing that each customer receives their requested offer promptly. This capability allows you to enhance the efficiency of your sales processes and gain a competitive edge in the market.