Baseblock develops dedicated Sales and Marketing Software ranging from easy to use panel configuration software to sophisticated 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.
Customize Company information
Customize Company Logo
Integrated Contact Management System
Import Contacts from any popular software
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
Alter existing quote items
Add tax, shipping and discount to individual items
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