ManageB2B Cloud Computing SaaS ERP is the next generation business platform with built-in CRM and SFA for subscription or purchase. ManageB2B ERP, enterprise resource planning is designed for B2B/SMBs.

Sales Proposal & Quote Generator

Sales Proposals & Quotes - No longer does your sales team have to call in to the office with time-sensitive, critical questions. With a web-enabled smart phone, your sales force can receive opportunity alerts and access account information anytime from anywhere. Imagine the powerful advantage your sales team will have being able to update pricing terms, or understand inventory status information no matter where they are, all in real-time. That means your sales force can answer customer questions about orders, inventory.

In the Quote module, Sales Specialists see the working Quotes data list with clickable:

  • Quote ID, Opportunity ID, Customer, Account ID, Probabilities
  • Approval status (Credit and Sales Management)
  • Sales specialists generate the first Quote and then new Quotes for an Opportunity, including Quote detail information, and can email the Quote.
  • The ERM Quote module provides visibility of the Price List and, for tangible items, their inventory status. It shows your item Categories with the ERM Master Categories. As appropriate for your business, ERM shows Units Cost and Units List.
Front Office - Sales Back Office - Finance
CRM: Leads - Contacts - Accounts MRP - WMS - Inventory
Special Sales Items Procurement
Opportunities & Projects SO Process & Backlog
Price List & Inventory Invoice & Deferred Rev.
Sales Proposals & Quotes Accounts Receivable
Sales & Service Orders - SO Business Reports (BI)
Sales & Inventory Forecast Sales Tax Records
Sales Commissions Accounts Payable
Service, Support & RMA G/L - Fixed Assets - Dashboard
eCommerce - Integrated ERM Administration