Outlook CRM for Teams | Prophet CRM

Quote, Form, and Document Generation

Simple.  Powerful.  Prophet.

Prophet file generation will automatically create personalized quotes to give to customers, saving time that would otherwise be spent creating entire quotes or Excel files.  Prophet gives each user the option of generating a variety of Excel and Word forms. Simply click the “Generate File” at the top and chose which customized form you would like to generate. Prophet will also make a note with a link to where the file is saved.  Click the link in the notes to pull up a customized file with the information pulled from the sales opportunity record.

In seconds this Opportunity Record can be used to produce a customized quote:

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“We decided to switch to Prophet, and were impressed with how easy it was compared to the other solutions out there. I just open my e–mail and have all the production schedules, customer tracking, and analysis I needed, right there at my fingertips. Because of Prophet, we saw a sales increase of over 30% in the first 6 months. I would definitely recommend it to any small manufacturing company.”

- Frank Mueller CEO R&R Design

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