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quote 2.0 quote generation for Salesforce
salesfactory42's quote tool quote 2.0 enhances the new Salesforce.com quote functionality via features such as alternative products, alternative quotes, unlimited quote templates, PDF generation with e-mail delivery, and automated workflows, e.g. at order entry. Via leading Adobe Air graphical user interface technology, the quote tool is designed for drag & drop usability and ease of use.
The tool is fully integrated in Salesforce as an native application, i.e. customer data will not leave the secure Salesforce data centers at any time. quote 2.0 provides increased productivity and can significantly speed up the quote generation process.
Key features of quote 2.0:
• Easy drag & drop quote creation
• Alternative line items and alternative quotes with correct opportunity forecast
• Support of multi-tier channel sales and multiple partner for opportunities
• Full quote history (for each partner)
• PDF generation with custom templates and e-mail delivery
• Easy update of products per opportunity
• Quote management and workflows, e.g. at order entry
„The Salesforce.com integration, drag & drop user interface, and easy-to-use e-mail delivery of PDF quotes are big time-savers. Judging from our project experience, customers only need half the time to create professional quotes“, says Michael G. Frohn, General Manager of salesfactory42. „This helps increase user acceptance, productivity, and sales team motivation.“
Usability and Ease of Use
With the quote 2.0 graphical user interface, quote generation is an easy, intuitive drag & drop process. Quotes can be created from templates or existing quotes. Thus products don’t have to be entered twice for a quote, making the process much easier compared to legacy word processor-based quoting tools.
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