Track All Your Quotations &
Order Leads on Time
Create & track request for quotations (RFQs), sales quotations & order conversions on a single platform. Never miss out on any sales inquiries again!
Ensure Hassle-free Quotations Management
Monitor the exact number of quotations that have been converted to orders, and follow up on the remaining ones.
- Activity Timeline
- Quotation to Order Conversion
- Proactive Follow-up
- Professional RFQs
- Send & Compare Multiple RFQs
Send a single RFQ to multiple suppliers in just one click & compare their individual quotes using the RFQ comparison summary, to minimize your purchase costs.
Create professional RFQs with details such as delivery date, bid start-date, end-date & more. You can also download the comparison summary as an excel for reference.
Easily convert final quotations to order confirmations with all details such as dispatch delivery date, purchase order (PO) number & more. You can also convert the best sales quotation as a PO easily.
Automated status overview helps you to proactively track & follow up on inquiries.
Track comments, email responses & internal team responses on every quotation using the activity timeline option.
Expert Quotations Tracking = Business Growth!
Choose foreign currency options
You can punch & generate sales quotations in over 15+ foreign currencies.
Smart search for quotations
Use filters to view quotations, by pending to order, converted to order & canceled.
Additional details
Add extra charges, attachments, and additional details (bank details, logistical details, terms & conditions).
Easy sharing via WhatsApp/ Email
Share quotations instantly with your customers via WhatsApp/ Email.
FAQs
- What is quotation management?
Quotation management is the process of monitoring & managing purchase & sales quotations within a business. It comprises of activities such as purchase quote comparison, payment terms, generation of sales quotations & following up on outstanding quotes.
- How can I create quotations in TranZact?
You can send RFQs & sales quotations, and compare quotes on TranZact with a few simple steps using the Quotations Module. Visit the Explore All Features in this section to watch detailed videos on how you can do so.
TranZact is a team of IIT & IIM graduates who have developed a GST compliant, cloud-based, inventory management software for SME manufacturers. It digitizes your entire business operations, right from customer inquiry to dispatch. This also streamlines your Inventory, Purchase, Sales & Quotation management processes in a hassle-free user-friendly manner. The software is free to signup and gets implemented within a week.