iQuote

A order entry application designed by ISS Group.

About iQuote

iQuote is an add-on product for Microsoft Dynamics CRM, that allows you to quickly and easily generate sales quotes from within MSCRM. This product will help your sales staff quickly and easily generate quotes while interacting with potential customers. In addition to being able to completely integrate into MSCRM, this product can operate as a stand-alone.

iQuote gives you the ability to create quote templates for different products or customers; allowing your sales staff to construct quotes quickly and easily. Additionally, you can customize cost calculations using expression builders. You are able to set up certain staff members with the ability to approve quotes and provide automatic email verification upon quote approval. Quotes can be generated as a .pdf file, for easy transmission to potential clients, and attach notes or other files to it. All quotes can be saved and reopened for review or reuse.

Product Overview

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