Delhi: Adapt Software IAP India Private Limited, the
Indian arm of US-based CRM major ADAPT Software Applications,
Inc., has introduced a quotation management system for
the small and medium businesses (SME )segment in India.
it had introduced a CRM application and customer service
portal, designed and customised for Indian SMEs.
to the company the new software is designed to assemble
orders quickly and generate quality looking sales quotes
and proposals on-demand for complex products and thus
enhance the proposal and quoting management practices
as it minimises the iterative work and the associated
Quotation Pro+, the module allows the sales force to convert
quotations to invoices, price lists, catalogues and more
as and when required at the click of a button. Existing
invoices can be used to generate new quotes for repeat
business or similar orders. Users can can write, view,
print and email their quotations, which can be generated
in MS Word, PDF or HTML format. Further, text lines, terms
and conditions, etc, can also be added to explain the
offer, set discounts, surcharges or apply freight charges.
to Ashish Kamotra, CEO, Adapt India, " It helps in
improving resource management, time management, technical
expertise management, estimates, quality and effectiveness
by helping in administration of the proposal development
process in complex environments."
quotes generated can also be tracked on the basis of their
status open, won, lost, etc, for the follow-up