Easily build your own Quote Forms, which specify what your sales quotes contain and how they are calculated. Your Quote Forms can contain multiple products and services, each with user-selectable options for flexible pricing. Once set up, your Quote Forms allow you, or your customers to easily create instant, professional quotes. Quote calculation and PDF generation are completely automatic.
Socket’s quoting software has a simple and easy-to-use interface that lets you create your own Items (products or services) and attach them to Quote Forms via drag-and-drop. Once your Quote Forms are created, there is no further work on your part to automate quote calculation and generation.
Each Item you create has flexible pricing options such as one-time fee, fixed per unit, block, tiered per unit (e.g. volume-based), and percentage-based. These options allow for pricing variability based on quantities ordered or dependent items, giving you tremendous flexibility in how your sales quotes are calculated. You can also easily bundle products or services to create parent-child dependencies in your quotes, such as for setup or installation fees.
Socket’s online quoting software lets you add custom sections of text content to your Quote Forms which are automatically appended to quotes. For example, you can add your own terms, order instructions, or promotional material.
Socket even lets you attach marketing brochures or other documents to your Quote Forms, which are automatically included with the e-mails that are sent out to customers containing their instant quotes.Next: Instant Online Quoting System