Mothernode Quote Automation

4 minute read

Delivering quotes to your prospects in a timely and professional format can be an important influencer in your sales process, even more than you may think. It can demonstrate your company’s ability to quickly deliver results, even before the sale is made, which can have significant impact when it comes to winning business over the competition. Offering premium services to prospects and customers alike is a key differentiator, especially when you combine those services with competitive pricing.

But your customers aren’t the only ones who benefit from quote automation. Automating the quoting process also means streamlining and simplifying your own workflow. The ability to generate and deliver quotes faster means you can manage more business opportunities, with less effort. Essentially, Mothernode Quotes help you increase your close ratio and win more business in less time.


Here are a few Mothernode Quote features that can help you produce and deliver powerful, profitable quotes in record time.

1. Products and Services

Products and Services is a ‘light’ inventory feature available in all Mothernode products that allows to quickly add items to new quotes. This will save you time when adding common line items to your quotes by automatically populating item names, descriptions, price, markup, and even lets you determine if it is taxable or not. You can also configure select products and services to be added in to all types of transactions, like Purchase Orders, Sales Orders as well as Quotes. Other modules will depend on your Mothernode Edition.

2. Advanced Inventory

If you want more features for your goods and services and pricing needs, Mothernode’s Advanced Inventory Module gives users the ability to add multiple items with ease. You can add related and upsell products, set multiple pricing levels for each product, keep track of stock levels, create sales bundles and more. Using Mothernode Inventory is a great way to save time when adding items you sell to quotes and other transactions.

3. Line Item Notes

Add notes to each of your line items with the option to communicate special information internally or to your customer. When reselling goods and services from vendors, you can also notate your original pricing source for your internal records.

4. Margin Watch

Mothernode helps users stay on task when it comes to pricing by giving them the tools they need to make sure markups and margins are carefully guarded, so your business can maintain the profitability you expect. This option feature let’s Sales Managers and Business Owners alike determine their baseline margin options.

5. Sub Items

Mothernode users have the ability to combine one or more line items together and roll them up into a single item and cost. This is ideal for complex pricing needs or in situations where you don’t want to reveal costs associated with particular products or services.

6. Electronic Delivery

Mothernode gives users the ability to submit quotes to their customers and prospects electronically via email and downloadable link. Mothernode automatically let’s you know via notifications each time the recipient receives and downloads their quote. This fantastic feature helps users gage their recipients’ interest and confirms their proposal was successfully transmitted and received. Electronic delivery is also available to communicate other transactions, such as Purchase Orders, Invoices and Work Orders, in applicable Mothernode Editions.

7. Electronic Signing

Simplify your approval process by giving your customers and prospects the ability to electronically sign their quotes. Mothernode gives you the option to send your prospects an electronic version of the quote they can approve on their desktop, tablet and mobile device. They even have the option to sign with their finger. All signed proposals are archived with the original quote for quick and easy reference, and all parties are notified when documents are approved.

8. Collaboration

Users can interact with their colleagues when creating quotes. Social media style collaboration lets users request pricing assistance and communicate important decisions to people on your team. Notifications communicate necessary actions and updates to everyone involved.

9. Discounting Options

Global discounts are neatly communicated to your customer at the bottom of every quote. Users can also offer discounts for each line item, when needing to provide more aggressive pricing.

10. Tax Exempt Quotes

Users who often deal with Tax Exempt situations can easily include Tax Exempt IDs into quotes, which will automatically remove any applicable tax charges from quote totals.

11. Resorting

Add line items quickly and resort them for proper presentation when they’re completed. This time-saving feature lets you complete your work quicker and worry about format at the very end.

12. Multi-Currency

Whether you have offices around the globe or have a client base around the world, Mothernode lets you assign currency settings to your customers and vendors, so payment information is clear on all your Quotes, Invoices, Sales Orders and Purchase Orders.

4 minute read

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Copyright 2023 Mothernode, LLC. All rights reserved.

Copyright 2023 - Mothernode, LLC. All rights reserved