Module overview
Manage the full sales journey in one place from selecting models and configuring specifications, through to stock allocation, order confirmation and invoicing. Give your team the tools to quote quickly, accurately and professionally, with full visibility of pipeline progress and unit availability.
Features and benefits of
Sales quotes and orders
Choose from available inventory or order to build units using predefined model templates.
Monitor progress from initial lead through to quote, confirmed order and final invoice.
Generate branded quote documents for new or used stock, with easy email sending.
Automatically create a stock record when quoting from model templates.
Work with multiple manufacturers and specifications within a single sales environment.
Send sales documentation to email, SharePoint, or generate as a PDF.
Keep control of what each user can view and do based on their role and access level.
Tools and functions available
- Stock selection and model templates.
- Quote generation and document output (email, PDF, SharePoint).
- Spec sheet builder.
- Auto stock record creation.
Lead to invoice sales tracking. - Permissions and role-based access.
- DocuSign integration.
- Microsoft Dynamics 365 Business Central integration.
Overview of our dealer management software
Get a quick overview of our dealer management software solutions and discover how Elite Dynamics can streamline your operations.
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