Quotation software
Every minute you spend writing a sales quotation or proposal is another minute you could be spending generating opportunities or closing sales.
A sales quotation or proposal is about much more than the numbers, and more a way for you to stand out from your competition.
You could send a quote typed into an email, or create something in a typed document or spreadsheet, but why waste the time?
Included
Key benefits
Below is a snapshot of some of the most popular key benefits from using the Quotations Module.
Create custom fields
Do you want to store specific information and details against quotation records?
Create custom fields to match the data requirements you have. Choose different input formats such as numbers, single line text, multi-line text, checkboxes, dropdown menus and date fields.
Take card payments
Are there times when you want to be able to take card payments?
Connect your stripe account and choose to enable payments on all or some quotations to enable customer to pay directly via a secure web page without any involvement from your team.
Automate follow-ups
Does your team follow up religiously on each and every quotation?
Create rules for different types of quotes, which can automatically follow up on your sales quotations with well-crafted emails, or create follow up tasks to keep your team on-point.
Flexible templates
Would you like more control over how your quotations appear to your customers?
Our document templates are fully customisable, giving you full control over exactly what information is displayed and where. You can also change fonts & colours to match your brand & style.
