Create / Issue Quotation

What does Create / Issue Quotation module do?

Unified Quotations: Seamlessly Combine Yacht Services & Products

Stop juggling multiple tools to bill your clients. The FOMCS Create / Issue Quotation module is the definitive solution for maritime businesses that offer a mix of professional services and physical inventory. Whether you are quoting for a week-long charter, a technical repair service, or specialized onboard provisions, our system generates a unified, professional offer in seconds.

Integrated Catalog Management

Deliver comprehensive quotations by pulling data directly from your pre-configured libraries. This module simplifies the complexity of maritime commerce:

  • Hybrid Offer Generation: Effortlessly add both Service Items (e.g., labor, charter fees, brokerage) and Physical Products (e.g., yacht parts, F&B supplies, fuel) into a single, organized quotation.

  • Smart Price Calculation: Automatically calculate totals, apply specific tax rates for different categories, and include discounts without manual math.

  • Custom Look & Professional Layout: Personalize your offers with your company logo, detailed product descriptions, and service breakdowns. Ensure your brand reflects the high standards of the yachting industry.

Advanced Tracking & Lifecycle Management

A quotation is the first step in a successful transaction. FOMCS provides the oversight needed to ensure no lead is lost:

  • Status Monitoring: Track the progress of every offer—from “Draft” and “Sent” to “Accepted.” Know exactly when to follow up to close the sale.

  • Centralized Archive: Every quote for services or products is stored in a searchable database. Retrieve historical pricing or duplicate previous offers for recurring clients with one click.

  • Terms & Payment Clarity: Automatically attach your specific Terms & Conditions and Payment Methods, tailored to the mix of products and services provided.

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