With the Quotes section of Deagor WMS, creating and managing quotes for customers becomes a quick and organized process. The platform allows you to use the existing product catalog in Deagor to configure offers, applying discounts and adding details such as internal notes and specific customer information. Furthermore, each quote can be easily converted into an order, ready to be processed and shipped, improving sales cycle management and reducing wait times between quote approval and order shipment.
Deagor WMS also allows for complete management of customer shipping and billing addresses, as well as payment methods and installments, to offer a personalized service. Quotes can be exported in PDF format for printing and sending to customers, offering a professional and complete experience. Thanks to Deagor’s advanced quote management, companies can ensure accurate and transparent service that meets the needs of each customer.
The Quotes function of Deagor WMS represents a versatile tool for commercial management, allowing the creation of personalized proposals for each customer. Thanks to the ability to select directly from the product catalog in the system, the user can configure detailed quotes, including discounts, personalized notes, and installment payment options. This system allows centralizing all information on a single platform, optimizing the entire quoting flow and transforming them into executive orders ready for shipment.
The management of shipping and billing addresses is fully integrated, ensuring that each quote can be adapted to the specific logistical needs of each customer. Generated quotes can be exported in PDF format for immediate sharing with the customer, increasing the professionalism and efficiency of commercial communication. With Deagor WMS, companies can rely on an advanced solution for quote management, improving efficiency and transparency while reducing wait times between proposal and order confirmation.
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With Deagor WMS, creating a quote is simple. Just access the Quotes section, select products from the integrated catalog, apply any discounts, and configure shipping and billing addresses. The system allows adding personalized notes for the customer or for internal use and exporting the quote in PDF format for immediate sharing.
Yes, once approved by the customer, each quote can be converted into an order ready for shipment. This process reduces wait times and ensures that every detail is transferred without errors directly to the sales order.
Absolutely. Deagor WMS allows applying discounts for individual products or the entire quote, adapting the offer to the customer’s needs. It is also possible to configure specific price lists for individual customers or groups, making price management even more flexible.
Yes, it is possible to add personalized notes for internal use or to share with the customer. This functionality allows specifying important details for order management or communicating additional information to the customer.
Certainly. Deagor WMS supports the management of payment methods, including installment plans. You can configure the number of installments and deadlines, making the offer more convenient and personalized for the customer.
Yes, in the Quotes section you can specify different shipping and billing addresses for each customer. This allows further personalization of the offer and ensures more accurate and detailed logistical management.
Quotes can be exported in PDF format, ready to be printed or sent to the customer. This improves the professionalism of the presentation and facilitates the communication of offer details.
Yes, with Deagor WMS you can configure specific discounts for individual customers or customer groups. This is useful for companies offering special rates to certain categories of buyers or for retaining regular customers.
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