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What is MethodosIT Quotation Management System?

The Quotation Management System is a versatile and user-friendly platform designed to help businesses efficiently create, submit, and track their quotes and invoices. Offered as an open-source web application, it can be conveniently downloaded as a Windows installer executable, making installation hassle-free for users. This comprehensive system allows for the centralized management of all quotation records through a single, intuitive interface while adhering to necessary tracking standards. Users have the ability to generate quotations in PDF format with custom-designed templates, which significantly enhances the overall presentation of documents. Furthermore, the application provides user-friendly web-based document management features, allowing for easy modifications of attached documents while preserving a complete history of changes. The functionality to lock and unlock documents as required adds an extra layer of document security. On-demand reporting features offer vital compliance and audit information, as well as detailed insights into the records management environment. With a variety of in-depth reports and visual charts, users are empowered to perform thorough revenue analysis, which makes this system an essential tool for effective financial management. Ultimately, the Quotation Management System proves to be an exceptional solution for organizations eager to improve their quoting and invoicing workflows while ensuring a high level of efficiency and accuracy. Additionally, its adaptability and ease of use make it a preferred choice for businesses of all sizes.

What is EdifAI.co?

Transform your business operations with the innovative online business suite from edifai.co, which provides a seamless, customizable, and powerful platform for managing everything from projects and tasks to invoices and customer relationships. Say goodbye to the frustrations and expenses associated with ineffective website designs that deliver little to no results—your satisfaction is guaranteed! Rather than dealing with multiple expensive software alternatives, you can simplify your workflow with a comprehensive solution accessible anytime and from anywhere. Managing your accounts is straightforward, even for those lacking accounting expertise, and creating professional invoices and accepting online payments becomes a breeze. Organize your contacts into groups and utilize a complete customer portal, while also managing leads from various sources through an intuitive kanban layout. Oversee different project types with well-defined milestones and efficiently delegate tasks to your team members through the kanban view. Moreover, craft persuasive quotations to draw in customers and maintain real-time communication with your staff, clients, and private groups, ensuring everyone remains connected and well-informed. This all-encompassing platform effectively alleviates the complexities associated with running a business, enabling you to concentrate on your growth and success while fostering a collaborative environment. By integrating all these functionalities into one place, you can enhance productivity and streamline your operations like never before.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$4.99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

KE MethodosIT

Date Founded

2004

Company Location

Cyprus

Company Website

www.methodosit.com.cy/products/sqm.html

Company Facts

Organization Name

EdifAI.co

Date Founded

2020

Company Location

Malaysia

Company Website

edifai.co

Categories and Features

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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