Quotation Management System

The Quotation Management System is an open source web based application. It can be downloaded as a Windows installer executable that makes the installation a very simple task.

You can use the Quotation Management System to:

Manage all of your quotation records in one user-friendly system as well as maintaining the necessary standards for tracking.

Generate an automatic quotation in a PDF format using custom designed PDF Forms.

Ability to attach supporting documents to a quote either for external or internal use.

Support simple web based document management functionality. Modify attached documents preserving their history. Lock/unlock documents.

Email the quote directly from the application to one or multiple receipients.

Track the status of a Quote using customized reports which simplify the workflow.

Invoice a Quote issuing one or multiple invoices.

Generate the invoice PDF using custom designed PDF Forms.

Email invoices directly from the application.

Reporting. On-demand reporting provides compliance and audit information, along with granular views of your records management environment. Includes excellent reports and charts for any type of revenue analysis.

You can create your own reports using a simple interface. Custom reports you create can be saved and used by you or any other user of the system.