VARStreet's sales quoting software is a comprehensive solution designed to streamline the quoting process for IT & office supplies Value-Added Resellers (VARs) & Managed Service Providers (MSPs). The platform offers a range of features to enhance efficiency and accuracy in sales operations.
The quoting module simplifies creation and management of sales quotes. You can leverage pre-designed, fully customizable templates to effortlessly brand your quotes with your company logo, colors, fonts, and more. The ‘Proposal Builder’ functionality added to quoting application allows you to quickly and efficiently create tailored proposals to meet their end customers' unique requirements.
VARStreet's sales quoting software offers a comprehensive suite of features designed to enhance the efficiency and effectiveness of IT and office supplies Value-Added Resellers (VARs) and Managed Service Providers (MSPs). It simplifies the creation and management of sales quotes, allowing users to select products, present professional quotes, manage workflows, and track opportunities seamlessly.
Key features include:
- Pre-built templates: Pre-designed yet flexible templates that let you effortlessly customize quotes with your company logo, colors, fonts, and more.
- Integrated Aggregated Catalog: The quoting software is integrated with an aggregated catalog that provides access to over 7 million products from more than 50 distributors, ensuring a wide range of options to meet diverse customer needs. Just set up a business account with the distributor to integrate their catalog into VARStreet quoting software. You can track price and inventory from multiple distributors while quoting. This enables you to compare prices and choose the right one to maximize your margins.
- Proposal Builder: This feature added in this quoting tool will allow you to create highly customized and professional proposals.
- Mobile Quoting App: Available on iOS and Android platforms, this feature enables sales teams to create professional quotes on the go, ensuring prompt responses to customer inquiries regardless of location.
- Real-Time Pricing and Inventory: Integration with multiple distributors' catalogs allows for automatic updates of prices and inventory in real-time, ensuring accurate and competitive quoting.
- Customer Relationship Management (CRM): Includes a free CRM module to gather, manage, and nurture leads. Each quote automatically generates an opportunity within the CRM module, empowering your sales team to seamlessly manage and close deals faster—all without needing to switch between systems. You can create quotes for any opportunity from within CRM itself.
- Custom Catalog: Customize your quotes by adding products or services from a custom catalog.
- eSignature Option: The software is integrated with Docusign, enabling your customers to quickly sign the document digitally. There is no need to use paper to print, scan, or fax documents to get signatures.
- Supports Third-Party Integrations: It easily integrates with multiple ERP, CRM, and eCommerce platforms, including popular systems like Salesforce, Microsoft Dynamics, NetSuite, and QuickBooks
- Procurement Module: Enables seamless processing of quotes. Convert quotes to orders and send them to the distributor with just a few clicks. This helps to streamline the procurement process from quote to fulfillment.
- Enhanced Quoting Functionalities: You can quote complex bundles and product configurations with ease. Create approval workflows to meet your specific needs.
By leveraging these features, VARStreet's sales quoting software empowers VARs to enhance their sales processes, improve quote accuracy, and drive higher conversion rates.