Forwarding Quotations

From quotation to booking or shipment in one step

Immediately after receiving a request, you can create the appropriate Offerte for the respective type of transport in just a few steps. At the click of a mouse, you can access a wide range of templates that can be expanded in seconds to tailor to the customer's request. A preview gives you the certainty that everything is just right - including the professional appearance with your own company logo.

NEVER MISS A DEADLINE

The storage and management of deadlines with alert function (e.g. quotation validity, latest dispatch date) prevents important deadlines from being missed. An invaluable added value for you and your clients.

CONVERT QUOTATION TO BOOKING OR SHIPPING

As soon as an order is placed, you can convert the offer into a booking and shipment at the touch of a button and process it as an order without having to enter the data again.

SEAMLESS DOCUMENTATION OF ALL ORDERS

The seamless documentation provided by the document management integrated in Scope allows you to inspect orders before, during and after they have been processed and to provide binding information in the event of follow-up questions or queries.

TRANSPARENT OVERVIEW OF QUOTATIONS AND ORDERS

The overview with various filter functions ensures complete transparency of the quotation and order situation. Costs, revenues and earnings can be viewed in real time on the basis of stored tariffs.

COPYING RECURRING QUOTATIONS

When copying recurring quotations, you can choose whether you want to copy the packages, calculations and layout as well. You can decide which item you want to copy as well.

CHANGE THE MODULE WHEN COPYING A QUOTATION

When copying an quotation, you have the possibility to select a different target module than the module in which the offer was created. When changing the module, the address data will be copied automatically. Optionally, the packages can also be copied.

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