Online quote

Manage your quotes efficiently online with Watson

Successful business relationships require clear and rigorous management of quotes. Once accepted, your quotes are binding and constitute a real contract. Succeeding in the quotation phase involves mastering a number of indicators: your prices, the content of the services, the conditions you grant to a customer, your availability and the feasibility of the services ...

The Watson solution allows you to efficiently and easily manage your quotes online. Your quotes are automatically linked to customer accounts, projects and availability, and classified and organized according to several criteria.

How to manage and organize your quotes online?

The time for filing cabinets is over. The 2020 finance law introduces an extension of dematerialization to current accounting documents (quotes, invoices). To be legal and adapt to future arrangements, it is better now to opt for an online quote management system. Concretely, this means:

  1. Choose a secure cloud service or space, which can store your quotes online.
  2. Make sure that this service is hosted in Europe, or even in France.
  3. Indeed, the GDPR provisions make the storage and processing of data, both individuals and companies, sensitive.
  4. Check that your online quote storage is backed up by regular and reliable backup.
  5. To ensure that the classification of your online quotes is done according to criteria adapted to your needs.
  6. To verify that you can, at any time, easily access, edit, update, archive any stored estimate.

Online quotation: the tools available in Watson.

A true centralized and optimized solution, Watson integrates simplified corporate accounting to help you on a daily basis. Thanks to a systematic reconciliation between customers, projects and commercial offers, Watson is a real help for the management of online quotes.

The tools available to support online quotes:

Automatic classification of your quotes

Watson systematically classifies all your new quotes and makes them accessible via a multi-criteria search engine. A few clicks are enough to find a quote according to a date, a client, a project or a number.
Your quotes are stored on Watson servers, secure, hosted in France, regularly backed up.
Automatic classification of your quotes
Intuitive editing of your quotes

Intuitive editing of your quotes

Your quotes can be easily edited in Watson, thanks to a simple and intuitive interface.

The quick action bar

When you need to juggle quotes, prospects, and customers, the key is to be quick. Watson offers a quick action bar that allows you to send a quote, edit it, turn it into an invoice, duplicate it with one click.
The quick action bar
Communication accompanying quotes

Communication accompanying quotes

Stop wasting time sending quotes. Watson allows you to define a clear, professional, multi-lingual message to accompany the sending of your quotes.

Monitoring of quotes in cards

The sales pipeline table classifies your quotes in the form of cards, according to statuses that you define. One drag and paste is all it takes to update the status of a quote.
Monitoring of quotes in cards

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