The Indian arm of US-based CRM major Adapt Software Applications, Inc.said the new module will help SMBs to assemble orders quickly and generate quality-looking sales quotes and proposals on-demand for complex products. This enhances the proposal and quoting management practices as it minimizes the iterative work and the associated time-wastage.

According to Ashish Kamotra, CEO, Adapt India, "We are in a continuous process of adding more and more enterprise-class functionality to our CRM application such that the Indian small and medium businesses get true value for money. Quotation Pro+ is one such module. It helps in improving resource management, time management, technical expertise management, estimates, quality and effectiveness by helping in administration of the proposal development process in complex environments."

Quotation Pro+ allows SMBs to convert their quotations to invoices, price lists, catalogues and more as and when required at the click of a button. Existing invoices can be used to generate new quotes for repeat business or similar orders. They can write, view, print and email their quotations with complete ease for they are generated in MS Word, PDF or HTML format. Further, text lines, terms and conditions etc., can also be added to explain the offer, set discounts, surcharges or apply freight charges. One can apply a discount using a percentage, or a fixed amount, the company stated.

Quotation Pro+ supports the competitive bid sales process and complex activities associated with long pre-sales phases. One can make changes, save and re-modify saved quotes time and again as per the changing customer requirements. The entire quote can be copied if one is bidding the same specs to multiple customers. The quotes generated can also be tracked on the basis of their status-open, won, lost etc., for the purpose of follow-up and analysis.

The report feature of this module alerts the users toward the quotes that have not been accepted such that they can be followed. It provides ready access to information on previous bids and proposals for the proposal manager and his team to utilize this knowledge for current bids, the company said.