Astadia Quoting for Google Docs

Generate sales quotes faster, more accurately with Google and Salesforce.com
 

Who needs Astadia Quoting for Google Docs?

Companies with discounting as part of their standard pricing structures, and a need to standardize the quoting process simply.

Sales leaders use this tool to enable their teams to quickly produce consistent quotes with professional formatting. They also love...

  • Control of discounting. With standardized pricing embedded in the tool, discount limits are enforced by business rules in the software.
  • Management insight. Visibility into the quoting practices of each rep on the team.
  • Productivity gains. Track multiple versions of a quote with ease as the customer’s requirements change.
  • Faster deal closure. Online signoff for customers eliminates time-consuming faxes and consolidates deal documentation within Salesforce.com CRM.

Astadia Quoting for Google Docs helps you achieve your goals...

Here's how we do it.

Your Key Challenges:

Astadia Quoting for Google Docs Enables You to:

With these features:

Close deals faster Eliminate time-consuming faxes, lost emails, and paper document exchange during quote delivery and signoff

• Online signoff for customers

• Automatically document the customer's acceptance of a quote in Salesforce.com CRM

Consistency and efficiency of the quoting process.

• Automate repetitive processes for generating quotes

• Maintain quotes within Salesforce.com

• Set up and store various standard templates with boilerplate terms and conditions

• Create quotes in Salesforce.com, each associated with an Opportunity

• Store multiple versions of a quote and track quote approvals

• Output the quote as a Google Doc, PDF, Word doc, or Web link

• Support multiple Salesforce.com price books

Minimize administratiive overhead in the discounting process.

• Manage the discounting process automatically inside of salesforce.com

• Observe the quoting practices of each rep on your team

• Apply line item or aggregate discounts

• Set maximum discount levels

• Use workflow approvals for discounts greater than preset values

 

READY TO SEE MORE?

For screen shots and a demo, visit Astadia Quoting for Google Docs on the AppExchange

To talk with someone at Astadia about this product and your data needs, contact us.

Demo video on YouTube: Google Quoting from Astadia

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VIDEO

How can we help you?

Call us at 1.877.7ASTADIA or send us an e-mail

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