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Sales Quoting Software for Manufacturing Reps: Quick Guide

Sales Quoting Software for Manufacturing Reps: Quick Guide Learn how quick and easy it is to generate a job, add equipment, and create a quote using AccuQuote. In this brief video, you'll get a step-by-step walkthrough on how to streamline your quoting process, from setting up a new job to customizing quotes for different bidders. Whether you're a new user or looking to improve your efficiency, this guide will show you just how fast quoting can be. What You Will Learn: • How to efficiently create jobs and quotes in AccuQuote • The flexibility of adding and organizing product groups within a quote • Techniques for quickly adding pricing and calculating margins for equipment • How to generate and customize quotes for different bidders with ease With AccuQuote, creating quotes and managing job details has never been easier. In just a few minutes, you can generate quotes for multiple bidders, add equipment, and calculate margins, all while customizing the process to suit your business needs. Key Moments: 00:01 - Introduction and overview of quoting with AccuQuote 00:26 - Creating a job with custom fields and assigning an estimator 01:03 - Setting up bidders and custom quote generation 01:42 - Adding a quote group and selecting equipment 02:16 - Choosing products from the digital line card 02:50 - Editing product details and adding options to quotes 03:36 - Entering pricing and calculating margins for quick quotes 04:16 - Generating customized quotes for bidders with a sample format 04:52 - Closing remarks and contact information for further assistance 🚀 Stay ahead of the curve with Rep Order Management. Subscribe to our channel for more insights and updates on how to enhance your business operations. What to watch next! Shipping Reports:    • Shipping Reports   Commission Tracking Using ROM:    • Commission Tracking   Increased Pipeline Visibility:    • Increased Sales Pipeline Visibility   What is Rep Order Management Rep Order Management is a platform explicitly engineered for manufacturer's reps. Our software modules, AccuQuote™ and AccuTrack™, provide complete visibility into every aspect of your business. Including bid calendar, quoting, closing, ordering, commission tracking, & project management. AccuQuote™: Quote Builder and Custom Templates Save time by building quotes quickly and consistently in minutes. AccuTrack™: Extendable to Run your Entire Operation! From Quoting to Start-Up, know everything about your pipeline in seconds. See the Rep Order Management platform in action! Give us ten minutes, and we will revolutionize how your business runs. Quoting automation that helps you win more business. Our clients are increasing their sales while decreasing their quoting time. Learn more here ➜ https://www.repordermanagement.com/