Create and manage quotes, sending them to Adagio OrderEntry when the quotation is accepted. Management reports remind you of quotes about to expire. Confidence levels and quote statuses assist in inventory planning. Analyze lost sales by reason. Keep quotation templates on file to speed data entry. Retrieve any order or invoice to generate a new quote for repeat business.

Enter quotes while orders are being finalized with your customer. Quotes do not commit inventory, and there is no risk of accidentally shipping an incorrect or partial order. Quotes contain complete, customer specific pricing, and include all tax calculations for pricing confirmation. They can also hold standing orders or templates for easy repetitive order creation.

Track quote revisions, and record notes and comments on a quote while the sales cycle is progressing. Purge expired quotes. Automatically purge prospect information when no quotes exist for the prospect. Import quotations from other systems.

Compatible with Windows® Vista™

Screen displays have been made easier to read, with the font changed to Tahoma and disabled text displayed in blue.

SmartFinder search performance has been improved by a factor of 2 to 10 times when data is on a network.

Data backups can now be automatically uploaded to WebSafe for secure offsite backup.

You can now have multiple scan lists per company, per user.

You can now email to prospects and customers from the Scan List.