Immediate decision on the spot! A quotation issuance and approval system that won't let you miss business opportunities.
"Swing" is a quotation issuance and approval system that allows for a smooth workflow from the creation and approval request of a quotation to the approval process by the approver and the issuance of the quotation, all utilizing an iPad while on the go. By synchronizing and linking with the internal sales management system, it can obtain the latest product prices and inventory information in real-time, allowing for flexible responses to customer needs. Since approvals can be obtained quickly even while out, it enables closing deals on the spot without keeping customers waiting. Please feel free to contact us if you have any inquiries. [Usage Examples] ■ As a sales support tool for sales representatives who are often out of the office ■ As a common sales knowledge tool within the company ■ As a product catalog and inventory checking tool *For more details, please download the PDF or contact us.
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basic information
**Main Features** ■ Create estimates on iPad and send them on the spot - Check the latest inventory information and create estimates on the iPad - Print, save as PDF, or email approved estimates - Send estimates via fax to customers from outside the office (using an internet fax service, available if contracted) ■ Approve estimates online - Automatic email notification to approvers when an estimate approval request is made - Approvers can approve or reject estimates from the iPad while on the go - Restrictions on printing, saving as PDF, or emailing rejected estimates ■ Others - Set product unit prices and discount rates for each customer - Centralized data management through integration with core systems (optional) - Summary tables for sales history, sales reports by delivery and region, out-of-stock forecasts, etc. (optional) and more *For more details, please download the PDF or contact us.*
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Our company boasts over 3,000 successful implementations of the FileMaker platform and supports our customers in building appropriate systems from various perspectives. With our knowledge of not only the same industry and sector but also other industries, we will help you consider a more efficient system structure and build a system tailored to your company. Please feel free to contact us if you have any requests.