SmartQuote - Simplified Sales Quote Creation for Salesforce.com

Are you looking for a simple way to create customer-ready quotes from within salesforce.com? Astadia has developed a solution that addresses this need.

SmartQuote provides a wizard-based approach to quote generation within Salesforce.com. Users simply click a link on an opportunity record to activate the wizard, which then guides them through the process of selecting products, applying discounts, and updating or adding various quote specific information. The output of the process is a customer-ready quotation in PDF format, which is then automatically stored with the opportunity.

SmartQuote also handles revisions to prior quotes, categorization of products, and enforcement of product selection rules and quote data entry. Finally, because all the quote-level data is stored within Salesforce.com, users and administrators can analyze the data and spot trends using Salesforce.com's standard reporting and dashboards functionality.

SmartQuote is Astadia’s custom quoting framework, built on the AppFactor Quoting code base. This ‘pre-built’ solution is customized by Astadia to meet your specific requirements. SmartQuote can be hosted and managed by Astadia for on-demand delivery, or it can be licensed for on-premise deployment.

Key benefits include:

• Save time by streamlining the quote creation process
  and keeping it within the Salesforce environment
• Reduce errors in product selection and calculations
• Ensure a consistent look and feel to your quotes
• Manage quote history for future use and reporting

Core features include:

• Launched via a web-link within a Salesforce Opportunity record
  
• Standardized product selection with categorization,
  search, sorting and paging
• Line-item or aggregate level discounting, calculated automatically
• Quote-specific information such as customer name/address, payment terms, dates, S&H, tax, and special instructions
• Optional maintenance fee calculation based on a percentage of product list price or discounted price
• Multiple quote templates based on your preferences including company name & logo, currency, terms & conditions, portrait or landscape layout
• Final quotes generated in PDF format
• Ability to email the quote right from Salesforce
• Storage of PDF and quote data within your instance of Salesforce
• Ability to edit quotes or create new quotes from historical ones
• Support for reporting, dashboards, workflow and approvals using native Salesforce functionality

Contact Us for more information.