Monitoring, supervision and control...
As an administrator, you can control the privileges of all users from all administrative functions using the system, either including cost information or not. Uploads and updates in seconds...You will be able to upload or update product/service datasheets in seconds as well as modify costs and list pricing and all fields related not only to products, but also customers, users, vendors, and categories. The changes are recorded instantly, which enables all users to have up-to-date accurate information when using the system. |
Administrative features...As an administrator, you can create new categories, products, accessories, customers, vendors, and/or users one at the time using simple forms. However, one of the key features of QuoteLeap is the ability to upload database tables en masse. Imagine the time saved during this process! All you need is a spreadsheet program like MS Excel 2003. QuoteLeap will upload all information instantly! Update company information...In addition to the company's address and phone numbers, QuoteLeap will give you the ability (as the administrator) to modify critical information presented in all quotes, including Estimated delivery, Time validity of quotes, Credit terms, Shipping terms, and Terms and Conditions. Individual users can alter these fields to present their quotes with local company's offices information and/or modified terms that are more suitable to their local marketplace. |
As a manager, you can monitor and supervise the quotes and customers of all users. You can see key performance measures of the company as a whole or by region, customer, or user at all times. Stats are created as quotes and sales are generated in real time.