Quotation Software for Clear, Itemized Sales Quotes
Prepare quotations for sales leads with itemized pricing, discounts, applicable taxes and commercial terms. BizCompass keeps quotation references, dates and statuses associated with leads, so your team can revisit each offer as sales discussions progress.
Build Sales Quotations With Detailed Pricing
Set out exactly what you're quoting, from item quantities and rates to discounts and applicable taxes. Subtotals, adjustments and grand totals make the full quoted amount easier to check before presenting an offer to a customer.
Keep Quotations Updated as Sales Progress
Find the right quotation using its associated lead, date or status, and update the details as pricing discussions develop. Each offer has a distinct reference and sales context, helping your team identify what was quoted and where it stands.
Present Pricing in a Detailed Quotation Slip
Give customers a clear breakdown of the offer through a downloadable quotation slip. Item descriptions, quantities, prices, discounts, taxes, totals and terms help them understand what is included and how the quoted amount is presented.
Keep Sales Items Ready for Quotations
Maintain a defined set of sales items for your team to select when preparing quotations. Item classifications, descriptions, HSN codes and tax preferences help identify the right items and keep their details consistent across quotations.
Customize Quotation Statuses & Terms
Define quotation statuses with meaningful names, colors and conversion-probability values that reflect your sales process. Maintain reusable Terms and Conditions with effective dates, keeping the appropriate commercial wording available when preparing quotations.
