Quotation

✉️ Quote-to-Cash: Introducing the Mewayz Quotation Add-On

Streamline your entire sales process by creating professional, customizable quotations and seamlessly converting them into invoices or POS entries. The Mewayz Quotation Add-On covers every step from item-level detail and financial linking to conversion, ensuring efficient management and conversion of sales opportunities.

🎯 Key Features for Sales Efficiency:

• Efficient Quotation Creation:

  • Structure & Organization: Easily generate clean, professional quotations by assigning categories, selecting templates, and associating each quote with a specific warehouse for better organization.

  • Consistency: Improves efficiency by standardizing quoting practices and minimizing manual errors.

    

• Customer & Financial Linking:

  • Detailed Pricing: Add both products and services with full pricing breakdowns, taxes, and individual item-level discounts.

  • Clarity: Provide custom descriptions for each item to ensure accurate communication, helping teams close deals faster.

  • Accountability: Each quotation is intelligently connected to the right customer and financial account, helping with reporting, forecasting, and auditing.

    

• Quote-to-Invoice Conversion:

  • Seamless Transition: Instantly convert approved quotations into invoices without re-entering data.

  • Visibility: The system tracks the conversion status of each quotation, giving your team visibility into the sales pipeline and shortening the billing cycle.

    

• Conversion to Point of Sale (POS):

  • Fast Billing: Gives you the ability to directly convert a quotation into a Point of Sale (POS) transaction with one click.

  • Speed & Accuracy: Eliminates delays in billing, preserving all quotation data (items, pricing, taxes, customer details) and speeding up business operations in fast-paced environments.

    

Ready to simplify quoting, accelerate sales, and improve billing accuracy?

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