Quotation system

Generating and managing offers can be a time-consuming task for many businesses. This is where an offer system like Dealbuilder comes into play, giving businesses an opportunity to streamline the process from the preparation of offers, to mailing and electronic signing.

Generating offers

With DealBuilder, you can set up quote templates that allow users to generate quotes in an easy and fast way. The templates are set up tailored to your company's needs.

Electronic Signing

With DealBuilder, you can sign offers and agreements electronically in a simple and secure way. Agreements are sent out by email or SMS and customers can easily sign electronically. Once everyone has signed, the system automatically sends out a signed copy of the agreement to the parties.

Integration with other systems

Dealbuilder can be connected to other systems such as CRM, finance or other systems that your business uses on a daily basis. This allows the company to connect existing systems and thus automate time-consuming tasks that you previously did manually.

Overview of offers and contracts

With Dealbuilder you get an overview of all submitted offers and concluded contracts. This provides better insight into how sales are going, both overall and per employee in the company, but it also provides a full overview in the agreement archive, where you can search previously concluded contracts whenever you need it.

Show your business from its best side

With Dealbuilder, you can send offers by email and SMS with offer templates that are set up in a professional manner. This makes a good impression on new or existing customers and can help convince the customer to choose exactly their offer. Good layouts that look clear and safe to the customer build trust and can help increase sales at your company.

Sales Dashboard

Dealbuilder also provides access to a sales dashboard that provides an overview of your company's offers and sales. This makes it easier to keep track of sales, and adjust your strategy accordingly.

Efficiency and increased sales

Using Dealbuilder will help save time, and make it easier for your business to work more efficiently. This, in turn, will contribute to increased sales and growth.

Conclusion

A quotation system like Dealbuilder gives businesses the ability to streamline the entire bidding process, while increasing control and security around offers and contracts. With customization capabilities and integrations with other systems, Dealbuilder will be a smart investment for businesses looking to save time, work more efficiently and increase sales.

Frequently Asked Questions

No items found.