Smarter Management of Customer Quoting

Facilitate the process of customer quoting for products and services offered in your NY State BOCES organization from quote creation to complete approval and beyond (i.e., cross-contracting, installment purchase quoting, billing configuration, etc.).

• View Quote States and Progress at a Glance

• Monitor Approaching Quote Expiration & Other Critical Dates

• Deferred Quote Re-engagement Tracking

• Send Templated Reminder Emails and Progress Announcements

• Reduce or Eliminate Document Scanning, Printing, & Filing

• Easily Delegate Quote Management

• Automatic Change Logging and Quote Notes Tracking

• Centralized Workspace (especially for users of other SchoolFront modules)

• Centralize Quote Storage & Access

• Flexible Access/Security Settings

• Export quotes and attachments to a PDF "package"

• Reliable, Secure Retention

Standardization via Quote Document Templating

• Consistent, "Polished" Branding and Content

• Re-use Some Content Over & Over without Manually Re-Entering

• Customize for Audiences with Mail-Merge Markers

• Reduce Errors and Critical Omissions

• Consistent, approved "Terms & Conditions" Statements

• Centralized, Digital Management

• Copy and Edit Templates to Make New Templates

• Template Content Available for Querying & Reporting

Reporting

• States of Active Quotes (by Department, by CoSer, etc.)

• Purchases by Date Range

• Purchases by Customer

• Purchases by CoSerand Service

• Deferred Purchases

• Rejected Quotes

• Required Resource Projection & Planning