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Streamline quotes with mySalesDrives' new feature

A new feature that the Print & IT market has been asking for is available now. Learn how mySalesDrive can help your business generate professional proposals while making your sales process more efficient.

July 3, 2023
Written by Asolvi

MySalesDrive is an award winning, purpose-built software for the Managed Print and IT industry. It is used by MPS & IT sales professionals, alongside project teams, to seamlessly and efficiently automate the entire sales process, increase profitability and shorten the sales cycle.

The cloud based software automates the analysis and evaluation of customer needs, then formulates quotes, proposals and reports based on real time information. It allows your whole sales process to then be mapped across the entire sales team, thereby boosting efficiency, saving time and maximising opportunities.


The new quotes module provides the ability to generate customised offers for your customers and prospects in a structured and professional way. The resulting PDF quote is then ready to send by email link for approval, and subsequently digital customer signature. The customer receives a secure HTTPS link to an MSD generated web page with the offer. The recipient can print out the document, download it and sign it using the simple electronic signature. The data is immediately transferred to the MSD software and logged. All necessary evidence (backup file of the contract calculation, PDF document / quote, certificate with the signature and a log - timestamp, IP address, name) are then available and displayed in the mySalesDrive application.

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1 Create your customer
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Recording of the current situation at the customers site
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3 Calculate your offer
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4 Finalise your offer
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5 Create reports using our numerous PowerPoint, Excel and Word templates
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6 Check the dashboards
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7 Start the digital quote process in the Quotes workspace by uploading the PDF document and entering the recipients name and email address
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8 You can then see the sent offer with the status in the list. The project calculation and the sent PDF file are saved as proof.
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The system sends an email to the prospect
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10 As soon as the interested party opens the link, the PDF document can be signed in the browser
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11 Customer signs the document
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12 The seller can see the new status in the offer and download the certificate
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13 The data can now be transfeered to an ERP system (VO or Evatic) to create an order



With this new module, you are essentially getting 4 new tools which seamlessly work together making the sales process more efficient while ensuring you are in complete control of your quotes:

  • Digital signature
  • Quote tracking
  • Quote certificate
  • Approval process

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The innovative digital signature feature revolutionises the way contracts are signed. Recipients can now effortlessly sign contracts electronically, eliminating the need for printing, scanning, and mailing documents. This simplifies the process, but also saves time and resources for both the sender and the recipient.

Recipient can securely sign the PDF document in their browser, without the hassle of printing it out. This adds security to your contracts as it remains intact in one place, meaning it cannot be tampered with. The signed document is then automatically transferred to the mySalesDrive software and logged, providing a clear audit trail of the entire signing process.

Digital signatures also add a level of professionalism and credibility to your offers. By offering a seamless and secure way for customers to sign contracts, you demonstrate your commitment to modern technology and customer convenience.

In addition to digital signatures, mySalesDrive offers a range of other sub-features that further streamline the sales process. From quote tracking to approval processes, the software provides a comprehensive solution for managing the entire sales cycle. With the ability to generate customised offers in a structured and professional manner, you can ensure that your customers receive accurate and compelling quotes that reflect their unique needs.

With mySalesDrive and its digital signature feature, you can take your sales process to the next level. By embracing technology and automation, you can increase efficiency, save time, and maximise opportunities. Say goodbye to the days of printing, mailing, and waiting for contracts to be signed. Embrace the digital revolution and empower your customers to effortlessly sign contracts with just a few clicks.

If you would like to learn more about mySalesDrive and find out how it can help your business, then click here, or book a demo below.



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