Online Quotation Generator
A quote relies on your product and/or services catalog and the appropriate price lists. Thus, once you have captured your products and services as well as your prices in Second CRM, you can start using the online quotation generator to create a quote. You can create quotes in just a few minutes with our built-in online quotation generator module. Also, you can automatically populate a quote with relevant customer data, generate a PDF from an approved template, and email it to customers directly from Second CRM in just a few clicks. Admin can assign users to companies with restricted access and also quotes would be generated using the assigned company’s separate quote running number.
Sales Invoice Generator
You may generate sales invoice directly from a previous quote. This will automatically transfer your quote information to the new sales invoice through Second CRM sales invoice generator. For taxes, once you have decided what tax mode applies to your offer. Second CRM supports both Individual and Group tax mode in our sales invoice generator. You may export the sales invoice in PDF format or send the PDF copy of sales invoices as an e-mail to customers directly through the sales invoice generator.
Sales Order Processing
The sales order is an internal document that the customer does not need to see, but will enable the operations and finance teams to ensure a high-quality service during sales order processing. Without a sales order, there would be no paperwork for what the customer requires, the quantities they require, and the pricing. This means no auditable trail. With that, sales order that is usually presented as a paper copy received by fax or mail can be captured in Second CRM for the purposes of organization and efficiency during the sales order processing phase. Second CRM will also automatically transfer the quote master data to the sales order and gives the organization flexibility to generate recurring invoices from sales order record. This will enable an easy sales order processing for your organization in the production, warehouse and operation team.