Quick to set up
Quotes can be generated on the fly and modified or re-printed at any time. Any changes are tracked and recorded in the thread to see your negotiation process.
Generate a website link for your customers to view and accept the quotation.
Easily communicate with your sales team through the communication thread that is attached to each document. Emails, SMSs and calls are logged and stored indefinitely.
Give your sales person a thumbs up when a sale is made and have full visibility on all changes made to each opportunity.
Choose products, descriptions and quantity, and apply discount based on price lists.
Generate revenue reports and get insight into which products are the most profitable in your business.
Print clean documents
Generate beautiful PDFs and email them to your clients with one click.
Quotation to sales order
Once the quotation has been accepted, convert the quotation into a sales order.