Sales and Marketing Software

Baseblock develops dedicated Sales and Marketing Software ranging from easy to use panel configuration software to sophisticated quotation software.

Quotation Software

Our custom quotation software is an easy to use tool for your sales force allowing them to create quotes in a quick and easy way, ranging from simple line items to full project quotes with integrated panel configuration. All our software is fully customized to meet your product line and includes all your products, product literature and engineered system configurations.

Customized software available for Windows, OS X, iOS and Android.

Example: Quotation Information

Enter Quote Information, Customer, Representative, Company Information, etc...

Example: Main Quote Management

Add line items to quote, setup quote categories, adjust pricing, etc...

Example: Quote Report, Export and E-Mail Function

Preview, Export or E-Mail quote.

Example: Panel Configuration

Configure Engineered Panels by simply selecting the option and let the software do the rest.

Features

  • Customize Company information
    Customize Company Logo
    Integrated Contact Management System
    Import Contacts from any popular software
    Representative Option

  • Customize header and footer
    Create custom comments
    Create custom quote layouts
    Use “smart” tags to automate quote generation
    Create custom quote categories
    Create alternate quote categories
    Customize “total” price labels, hide, change name, Only show total price.
    Function to add comments to each line item
    Built in comments with spell checker
    Option to add signature to first pages of quote
    Option to add custom cover page
    Option to show filename at bottom of quote
    Option to show line item number on final quote
    Option to round of prices
    Option to add shipping, tax and discounts

  • Product Catalog based on list price
    Support for up to 8 default multipliers
    Setup for Multiplier Only or Multiplier + MarginNet Price override function

  • Add multiple documents to each product category
    Add detailed product category description
    Add multiple to each individual product
    Add product image
    Add submittal documents to each product

  • Product tree to select standard products
    Ability to add custom products
    Option to add service, training, start-up, support, etc...
    Detail product information screen for each product
    Search function to find product

  • Copy, Cut, Paste quote line items
    Delete quote line items
    Re-arrange line items
    Categorize items
    Alter existing quote items
    Add tax, shipping and discount to individual items

  • Quote History
    Built-in Agenda
    Quote Follow-up notification

  • Print quote with print preview
    E-Mail Quote directly from software
    Quote Export Module (PDF, Excel, ...)
    Attached special files to quotation for reference

  • Automatically create submittal package
    Export submittal package

  • Integrated Help File

    Integrated Product Documentation

  • Automatic product catalog update