As businesses grow, it is important to have a streamlined system that allows customers to create quotes quickly and accurately. Epicor E10 is powerful business management software that helps companies automate processes, including creating accurate quotes for clients. E10 offers users speed and power to easily customize a quote based on customer needs. By creating a quote with E10, customers have access to several customizable features.

The quote fields can be adapted to the customer’s needs. This allows users to control the information in the quote in such a way that it best reflects their company and its products or services. This feature also helps streamline the process by eliminating the need to manually enter customer information each time. In addition, users can choose from a variety of quote types. This allows the user to easily create quotes for one-time orders, recurring services, or a specific number of services over a set period of time.

Users also have the ability to adjust payment terms and options based on the customer or order. This helps users quickly develop a quote agreement that meets the client’s particular needs and increases the likelihood of acceptance.

E10 also has a powerful deal tracking system. With this feature, users can easily track quotes and check the progress of a specific order. This helps ensure that each quote is processed correctly and order fulfillment is tracked. Quote tracking also makes it easy to understand how many quotes a customer accepted and how many they rejected.

With these features, businesses of all sizes can take advantage of E10’s powerful quoting capabilities. By streamlining the quoting process, companies can create quotes for clients quickly and accurately. This helps ensure that both businesses and customers benefit from timely and accurate quotes, improving efficiency and customer satisfaction.

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