What are the goals of quote management?
The goals of quote management are to ensure that all quotes are accurate, timely, and compliant with company policies. Additionally, quote management systems aim to streamline the quoting process, make it easy for prospects to accept or reject them and improve quote accuracy.
Quote management systems also help to minimize the amount of time-wasting traffic that results from inaccurate quotes.
In order to achieve these goals, effective quote management systems must have certain features in place. These features include the ability to: create and manage multiple quotes, send and track quotes, customize workflows and set up an approval processes