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Solution Overview

Quotation Tracking System is a powerful tool to Create, Track, Send the Quotations. It facilitates users to refer, use & re-use the quotations. The application supports multi-user access rights and much more.

Manage

Contacts
Leads / Referrals / Enquiries
Tasks

Setup

Categories
Sub-categories
Products/Services

Configure

Templates
Header
Footer
Terms & Conditions

Challenges / Business Problems

Build product with features like

  • Quotation Creation is very time consuming.

  • Difficult to track whether the Quotation is sent or not.

  • Difficult to find the Quotation sent.

  • Difficult to know who made how many Quotations.

  • No central location for the team to save the Quotations.

  • No facility to quickly refer & re-use the Quotation made in the past.

  • No facility to quickly send the Quotation.

User Overview

Region

USA

Industry

Banking

Total Users

150+

Manage Enquiries & Sources

Manage Tasks & Assign Tasks

View / Create Quotations

Send Quotation as attachment

Save As Quotations to maintain multiple versions

Fully Customizable Terms & Conditions

Fully Customizable Header / Footer

Manage Product(s)/Service(s), Catégories & Sub-categories

Manage Taxes Applicable

Much More…

Technology

Dev Tools

  • HTML, CSS, Bootstrap

  • MS Visual Studio 2019

  • Dot Net (MVC)

  • jQuery, JavaScript

  • AJAX

  • Angular JS

  • MySQL

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