CmsPREVENTIVI

CmsPREVENTIVI is a cloud-based software designed to simplify the process of creating and managing quotes for businesses. According to the vendor, this solution is suitable for companies of various sizes, including small businesses and large enterprises. It is particularly useful for sales teams, service-based businesses, manufacturing companies, construction firms, and freelancers in industries such as consulting, IT services, marketing, and more.

Key Features

Cloud-based Solution: According to the vendor, CmsPREVENTIVI is a cloud-based software that allows users to create and manage quotes online without the need for installation. It provides flexibility and convenience by enabling access from any device with an internet connection.

Efficient Quote Creation: The vendor claims that CmsPREVENTIVI enables users to create quotes quickly and easily with just a few clicks. The user-friendly interface and intuitive features are said to streamline the quote creation process, reducing transcription errors and minimizing waiting times for clients.

Online Quote Management: According to the vendor, users can manage their quotes directly online, eliminating the need for manual tracking and organization. CmsPREVENTIVI provides a secure web space where all quotes are stored and accessible only by the user. Users can track the status of their quotes, set personalized alerts, and view real-time detailed statistics.

Unlimited Users and Permissions: The vendor states that CmsPREVENTIVI allows users to create unlimited users or sales representatives with different levels of authorization. This feature enables users to delegate the creation of quotes to other team members while maintaining control over the process.

Detailed Statistics: According to the vendor, CmsPREVENTIVI offers advanced statistics to monitor the progress of quotes and track the performance of team members. Real-time access to detailed statistics allows users to analyze data and make informed decisions. The software ensures maximum security and privacy while providing the ability to cross-reference relevant data.

Customizable Layout: The vendor claims that users can personalize the layout and appearance of their quotes to align with their brand identity. CmsPREVENTIVI offers pre-defined templates and the option to request custom layouts, enabling users to present professional-looking quotes.

Email Delivery of Quotes: According to the vendor, CmsPREVENTIVI provides the feature of email delivery of quotes, allowing users to send quotes directly to their clients' inbox. This feature enhances communication and expedites the quote approval process.

Categorization of Price Lists: The vendor states that users can categorize their price lists in CmsPREVENTIVI, making it easier to manage and organize products and services. This feature simplifies the quote creation process by providing a structured system for selecting items.

Multi-language Support: According to the vendor, CmsPREVENTIVI supports multiple languages, including Italian and English. This feature caters to users in different regions and allows them to create quotes in their preferred language.

Simplified Product Duplication: The vendor claims that with CmsPREVENTIVI, users can easily duplicate products or services within a quote, saving time and effort. This feature is particularly useful when creating quotes with similar items or variations.