Sales Quotes
The DoorPack Sales/Quote Center module allows the sales rep to quickly prepare a quote. DoorPack software provides flexibility to handle hand written quotes as well as Excel designed quotes. For outside sales reps DoorPack provides the ability to prepare quotes remotely on lap-top computers to sell the job in the field.
Initially the door dealer works with Fireline Systems to import their primary manufacturers parts into DoorPack. Inventory items that are being tracked are set up in Quick Books. Pricing is updated in DoorPack using manufacturer provided multipliers or can be manually updated. Door package templates (modules) along with package options and option pick lists are easily put together in DoorPack. Once these templates are assembled the sales person is ready to create their own quotes. Templates can be modified at any time.
After the quote items have been selected you can add labor, misc items and any notes. DoorPack provides a quote analysis section to determine your customer mark up and/ or gross margin. DoorPack also provides flexibility to allow you to provide a lump sum discount or a percentage discount. The quote can be printed and/or emailed to the customer.
If you have questions or would like an online demonstration of DoorPack Software click on the Request Information tab above.
[...] Sales Quotes [...]