Enquiry & Quotation Management Software

Quote helps professionally streamline the quotation process. It helps to automate the entire quotation cycle from creating enquiry, quotation, Printing, emailing to clients, maintaining records to manage quotation status. Sallu Quote also helps you to manage the client, pricing, quotation history and minimize the error when creating quotations.

Enquiry Management

  • Capture enquiries from various sources – phone calls, emails, web forms, etc.
  • Record customer details, enquiry details (products/services), and preferred contact methods.
  • Assign enquiries to specific sales representatives or teams.
  • Track the status of each enquiry (New, In Progress, Quoted, Closed Won/Lost).
  • Generate reports on enquiry volume, source, and conversion rates.

Quotation Management

  • Create professional quotations with customizable templates.
  • Include product/service details, pricing, terms & conditions, and expiry date.
  • Automate tax calculations based on your region.
  • Attach relevant documents (brochures, specifications) to the quote.
  • Send quotations electronically with email.

Follow Up on Quotation & Enquiry

  • Set automated reminders for sales reps to follow up on outstanding enquiries and quotes.
  • Track communication history with each customer.
  • Track the status of each quotation / enquiry (New, In Progress, Quoted, Closed Won/Lost).

Integration with Tally Prime

  • Seamlessly integrate with your existing Tally accounting software.
  • Transfer accepted quotes into sales orders within Tally.
  • Automate data transfer between Sallu Quote and Tally to minimize manual data entry and errors.
  • Maintain consistency in customer and product information across both systems.
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