Domex Technical Information Pvt Ltd has developed a quotation management software designed for SMEs, featuring unlimited user access and both online and offline capabilities. The software allows users to create, manage, and send quotations including pro-forma invoices, with options for managerial approval, product and customer data uploads, and a built-in email system. It aims to enhance efficiency in generating quotations, track proposals, and minimize reliance on sales assistants.

1. The Quotation Management Software for SME’s
Developed by: Domex Technical Information Pvt Ltd

2.  Unlimited user access
 User friendly software / Online & offline access
 Create quotations according to location of your office or
department-wise.
 Managerial approval option available for better control.
 Quickly generate Quotations / Pro-forma invoices & save in PDF.
 Draft letter formats available for instant submission of your
proposal(s).
 In-built email options for sending your quotations.
 Preserve all enquires.
 Option for uploading your products, customer details in excel.
 Data back-up facility available.

3.  Overcome Attrition & reduce dependence on sales assistants
 Quotation generation from any location 24/7 via internet.
 Fast-track your proposals to achieve sales.
 Track & view status of all your proposals instantaneously.
 User friendly interface.

4. MASTER
 Company Details
 Customer Details
 Products
 User Creation
 Email Draft
 Excel Upload
 Terms & Conditions
Transaction
 Add Enquiry
 Assign to user
 Generate Quotation &
Pro-forma
 Approval Process
 Generate PDF
 Inbuilt email Facility
 Revised Quotation &
Pro-forma
 Regret / Cancel

6. Add / modify your Masters
(e.g. : Our Company, Client,
Vendor, etc..)
Add / modify your Masters
(e.g. : Our Company, Client,
Vendor, etc..)
Masters for
Products
Masters for
Products

7. Add Enquiries & Send
Enquires to Vendors
Add Enquiries & Send
Enquires to Vendors
Generate Quotation, Revised
Quote/Pro-forma Invoice or Regret
Generate Quotation, Revised
Quote/Pro-forma Invoice or Regret

8. Select your Preferred
Office Location
Select your Preferred
Office Location
Type of enquiry :
e-mail, telephonic etc.
Type of enquiry :
e-mail, telephonic etc. Fix due date
for submitting
quote
Fix due date
for submitting
quote
Click upload button
to add enquiry
Click upload button
to add enquiry
Enquiry
comments for user
Enquiry
comments for user

9. Uploaded
enquiry will
appear here
Uploaded
enquiry will
appear here
Click here to Assign to
Your self or other
user
Click here to Assign to
Your self or other
user

10. Company InfoCompany Info Client InfoClient Info
Quotation InfoQuotation Info
Enquiry InfoEnquiry Info
Add Product itemsAdd Product items
Add terms & ConditionsAdd terms & Conditions
Other InfoOther Info

11. Ref No. generated
Automatically after selection of
handling office
Ref No. generated
Automatically after selection of
handling office
Select authorized person
to receive approval
Select authorized person
to receive approval
Add
products /
items
Add
products /
items
Determine T&C
for final quotation
Determine T&C
for final quotation
Quotation to be
saved or sent for
approval
Quotation to be
saved or sent for
approval
Click for
automatic
calculation
Click for
automatic
calculation
Client info
generated
Automatically
Client info
generated
Automatically

12. Option available for
entering taxation for each
product
Option available for
entering taxation for each
product
Pro-forma can be
saved or sent for
approval
Pro-forma can be
saved or sent for
approval

13. User can send Quotation & Pro-forma in PDF to client through inbuilt email facility. A copy of
quotation/ pro-forma will be saved in the server for future reference. The PDF format contains
details of client name and address, key person, Product item details, T&C etc.
User can send Quotation & Pro-forma in PDF to client through inbuilt email facility. A copy of
quotation/ pro-forma will be saved in the server for future reference. The PDF format contains
details of client name and address, key person, Product item details, T&C etc.

14. Contact person e-mail will
automatically appears
Contact person e-mail will
automatically appears
Authorized person e-mail
will automatically appear
Authorized person e-mail
will automatically appear
Attach product
catalogues, etc.
Attach product
catalogues, etc.
Auto generated draft letter
based on the Subject selected
Auto generated draft letter
based on the Subject selected
Note : Along with email
Quotation attached in PDF
format
Select the Subject
according to the
process
Select the Subject
according to the
process

15. Update Enquiry Status
(follow-ups, PO received, etc)
Update Enquiry Status
(follow-ups, PO received, etc)

16. View Complete Enquiry
History
Start to Now
View Complete Enquiry
History
Start to Now

17. The Knowledge Processing,
Information & IT Company