| Prophet’s Quote Generator allows you to create professional looking quotes with one click of a button. |
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Generate Quotes in An Instant - With just two clicks your beautiful quote is generated right inside Microsoft Excel with the right customer information and products and/or services that you’ve added in your Opportunity. Seeing is believing. Please watch the flash demo. |
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Customize Quote with your Look & Feel - Add your own logos, color schemes or whatever Look & Feel you want to the Quote Template. The Quote Template is flexible to suit your visual or branding needs. |
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Know Exactly When you Create Each Quote: - When you generate a sales quote, an opportunity note gets created with a date and time stamp along with who created that quote. |
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Share Your Quote with Customer or Sales Team: - After the quote is generated, you can click on send from within the new quote and you will be able to share that with your customer or anyone else. A link to the quote will also be stored so that you can easily get to it from your Opportunity in the future. |
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Track What Products Or Services You Are Selling: - Know exactly what you’re selling your customers with our Product/Services tab. Then click on the Quote button and the quote will be generated with that information. Now you can run reports on what products and/or services you’re selling the most or least to get a better understanding of your business. |
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Link Other Excel Worksheets to Your Quote: - You can create other worksheets in your Quote Excel Template to generate Terms & Agreements or other analysis. Whatever you can do in Excel, you can leverage that with your Quote Template. |
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Easily Import Your Product or Services SKUs: - Prophet makes it easy to import your products and/or services into our database so that you can track what you are selling. |
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| The more quotes you generate, the more sales you make. So Prophet helps you to easily create more quotes so that you can close more sales. Guarantee. |