Quotations
Bexel's Assessment & Training Module is designed to simplify and optimize the way businesses evaluate and certify candidates. Whether you're assessing inspectors, technicians, or other field workers, this module offers an intuitive, secure, and fully customizable solution to meet your organization’s unique requirements.
Key Features & Capabilities
Quotation Number Formatting
- Manual or Auto-Generated Quotation Numbers: Choose between manually entering a prefix or using an automated format.
- Customizable Formatting: Configure placeholders, prefixes, separators, and minimum digits for quotation numbers.
- Editing Permissions: Enable or restrict editing of automatically generated quotation numbers.
 Tax & Discount Configurations
- Inline Tax & Discount Application: Apply taxes and discounts directly within the quotation.
- Adjustment Settings: Enable or disable quotation adjustments for flexibility.
- Accounting Team Integration: Assign accounting team members to receive quotation updates.
Multi-Currency Management
- Base Currency Selection: Set the primary currency for quotations.
- Exchange Rate Management: Define conversion rates for international transactions.
- Multi-Currency Support: Generate quotations in different currencies to cater to global clients.
Terms & Conditions Management
- Predefined Terms & Conditions: Standardize legal and business terms for all quotations.
- Customizable Customer Notes: Add personalized notes to enhance client communication.
Tax Configuration & Management
- Effortless Tax Setup: Define and configure tax rates applicable to quotations.
- Flexible Tax Handling: Search, view, edit, and delete tax records as needed.
Service Catalog Management
- Centralized Service Listing: Maintain a structured catalog of all service offerings.
- Quick Access & Editing: Add, edit, and remove services with ease.
- Streamlined Sales Process: Enable sales representatives to quickly reference and apply services in quotations.
Prospect & Client Management
- Lead Conversion Workflow: Identify potential clients and convert them into customers.
- Quotation to Job Order Transition: Ensure smooth handover from sales to operations.
- Prospect Tracking & Management: Search, edit, and manage prospects within the module.
Quotation Creation & Tracking
- Efficient Quotation Management: Create, search, edit, clone, and archive quotations.
- Status Control: Mark quotations as canceled or convert them into job orders.
- Automated Workflows: Â Link quotations to job requests for a seamless transition to execution.