Bids and Proposals
Bidding and quoting a job has never been easier with an intuitive quoting system that gives your firm consistency and professionalism. Bids management tools can list bids by multiple criteria and produce bid performance analysis for those weekly important sales meetings. Your reps will have everything that they need to create multiple quotes for multiple customers for the same opportunity and the proposals are portable to other branch offices. If you have parts from your warehouse, they can be incorporated into the quotes with real time availability along with up sell suggestions and companion item capabilities. With the ability to track quotes, bids, and stages of the sales cycle, reps and sales managers have full view of the open or pending opportunities. Highly specialized reps demand tracking of win/loss statistics and pipeline reports instantly which is among the many flexible sales tools Man Rep offers.
With the power of complete visibility into a job, the Job Management program is able to import information from the bid and the quote to the job, create transmittals, initiate multiple PO’s for multiple vendors, and view the costs both estimated and actual. With the ability to create numerous commission splits by the line level and import all related documents scanned, electronic or emailed, you make an all-in-one information nucleus for straightforward tracking of job profitability. Job organization is enhanced with the ability to schedule critical equipment requirement dates that trigger reminders, and the reporting of vital job statistics.
Making sure that commissions are calculated and paid promptly can boost a rep’s profit. This flexible commission formula is based on your company’s needs and policies. The commission reconciliation creates transactions based on company parameters and automatically generates commission statements based on predetermined rules and formulas. Complete security is provided at the field level to ensure confidentiality and to allow additions and exceptions as needed.