Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Features: Quotations/Estimating Project Control Material Crossover Price System Email System Bid Board Expediting/Follow Up Submittal/Labels & Letters Project Specification - PDF Quote Price History – Market Level
Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Benefits Improves your response to RFQ’s to provide better service. Know who you quoted, when and at what price, cost, and margin. Improves the professional image of your firm. Saves valuable time in quoting function. No more lost quotes when someone pulled it out of the file. Can change a price and obtain new totals in seconds. Visibility to prior price/cost used saves time and improves margins. Improves the consistency, quality, and margins of quotations. Reduce quoting and extension errors. Measure the realization rate of your customers obtaining quoted jobs. Report quoted Families/Catalog numbers in units or dollars. Measure your Lamp volume and margins. Provide better documentation to order entry function to reduce errors.
Cahill SALES ASSISTANT Distributors Quotation & Project Control Software HTML Help System Press F 1 from any system to display the Help System. All help systems have the following sections: Introduction Contents Frequently Asked Questions Web Support
Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Quotation System Lookup Quotes By Job Name, Quote Number, Entry Date, Bid Date, and Location Track Up To 4 Specifiers On Every Job Track Cost, Sell, and Margin Track Lamps for Each Fixture 9 Extra Columns to use for Pricing or Counts.
Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Quotation System Ability to set a Unit of Measure so larger values can be quoted per Each(EA), 100(c), 1000(M) or Feet(FT) Ability to set certain MFG’s to display up to 4 decimal places in price columns
Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Quotation System Automatically switch between printing and faxing without switching your default driver Automatically email quotes to your customers Keep a record of which customers were quoted and at what price, cost, and margin
Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Fixture Crossover System Look up specified products and crosses to the product equals that you represent Build your crossover data as you cross each project Convert a bill of material into the Quotation System for pricing Print and send specification approval requests
Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Quote Reports Obtain a printed or displayed report of quote summary information Select reports based on bid date range, entry date range, salesman, retrieval code or several other select criteria Quote realization – compare dollars quoted to each customer vs. the dollars obtained
Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Quote Reports Salesman/Follow-Up Quote Realization
Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Name and Address System Lookup customer contacts by code, city, state, zip or firm name Break up records into a logical sequence by retrieval codes to create mailings Keep track of your customers email addresses for easy integration with the SAW Email System
Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Price System Import/Export prices from Trade Services or from an Excel file Enter a 4 character MFG code, 50 character description and up to 24 columns of pricing Automatically price a quote line item using the Alt-U keystroke sequence
Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Email System Automatically email quotes to your customers Easy one time Setup Lookup your customers email addresses from the Name and Address System Track your past email messages you sent and what customers you sent them to
Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Expedite/Follow up System Follow up on my To Do tasks - List all tasks that are assigned to you - the system acts like your own personal To Do List Principles may assign tasks to other personnel with Action Dates for completion View all open tasks for a customer to better service that customer and maximize phone contact time
Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Project Control System Import projects from or export projects to quotes. Import entire projects or just the line items Follow each catalog number for requested ship date, estimated ship date, actual delivery date, partial shipments, remaining balance, etc. . .
Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Project Control System Different Views to only see the information you need Shipment Payment All
Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Submittal/Labels System Keep a record of your submittals Import your submittals directly from the quote system to eliminate keying errors Print your submittal labels in color Print submittal letters, fixture and shipping schedules, and lead time reports
Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Bid Board System This system allows you to know which jobs you are going to bid, when they are expected to bid, who they are assigned to and the status of each job. Track Bid Time, Status, Sales person and Priority
Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Bid Board System Import quotes by Bid Date, Entry Date or One at a time, and easily re-import changes made to quotes without losing current Bid Board data Keep track of special Notes and Remarks for each bid board entry.
Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Bid Board System Customize outputs allow you to create documents with only the information you want your customer to see Print Bid Reports in multiple sequences
Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Bid Board System Output your Bid Board • Microsoft Excel • PDF • Html • Printed formats
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