FinanSys Apps can enhance NetSuite with features that extend its capabilities and maximise efficiency. FinanSys
Not only can FinanSys Apps replace your Quotation Software, but it can also replace all other 3rd party software. Reducing your need to manage multiple disparate systems and helping reduce your costs. It’s one platform to replace them all.
The Quotation App makes quotations simple and efficient. With FinanSys Apps, you can quickly create and send quotes and get them approved in no time.
Using it’s powerful Integration and Middleware Engine, FinanSys Apps can connect to other core business systems in your organisation such as your accounting system, CRM system, pricing system, and so on.
With this level of integration , FinanSys Apps can seamlessly pull items and their list prices from the relevant systems (or within FinanSys Apps via reference data), to automatically populate your quotations.
FinanSys Apps can also apply your corporate discount (or whatever you’ve negotiated with the customer) to those prices.
When an order is made as a result of the quotation, you can be confident that it has all the correct prices, item numbers, and descriptions.
With this, all you have to do whenever a request comes in from a customer is select the correct quantity of the item in a dropdown box and everything else is done for you.
FinanSys Apps can also support internal quotation processes. What this means is if your sales team receives an order via other channels such as phone or email, they can create a quotation internally in the system so that it is tracked and stored in your organisation’s database.
What’s more, you can use FinanSys Apps to easily create a custom quotation app with multiple dropdowns and incorporate processes that are held in these other systems.
Other Sales (O2C) Use Cases
If you have a unique requirement or use case that’s not listed on this page, it’s highly likely that it’s creatable or configurable in FinanSys Apps, please speak to our team and we’ll be happy to discuss your options
Enter your details below to get a free demonstration of FinanSys Apps and see how you can automate and streamline your processes.