Sales Quoting Tools in Excel
Creating and managing price lists, handling complex price calculations and estimates for specific products or services and producing accurate, detailed sales forecasts are just some of the many processes for which sales departments use Excel spreadsheets.
The flexibility, familiarity and calculating power of Excel makes it an ideal tool for working through these processes.
SpreadsheetWeb transforms sales quoting tools in Excel into secure, database driven, web applications
The application below is a live demo of the web application converted from an Excel based insurance quoting tool (screenshot above). It was created entirely on SpreadsheetWeb platform with no coding. It also produces a PDF quote document by pressing "Get Quote" button on the last page.
Mobile enabled
SpreadsheetWeb quoting applications are accessible from any device (including mobile devices)
Database driven
Customer data and quotes are stored in a database, not in spreadsheet files
Workflow
Sales people can submit quotes to managers for approval, multiple levels of collaboration can be implemented
Integration
Customer and quote data can be integrated with CRM systems like SalesForce, HubSpot, etc.
Interested? Contact us for more information
One of our sales associates will contact you to learn more about your business challenges and how we can help you.