Every quote was built by hand in Word, with tax and totals calculated line by line.
Pick the customer and products, and a branded PDF is created and emailed in one click.
What's the problem?
In a company that sends quotes every day, the same routine repeats: copy an old quote, change the customer, update the prices, calculate the tax, convert to PDF, send by email.
What does the product do?
- We take your templates. We take the quote, pro forma and report templates you use today.
- We load your lists. Your logo, product and price lists, and customer details are loaded into the system.
- You choose. When preparing a quote, you pick the customer and the products; tax and totals are calculated automatically.
- You send. One click creates a PDF and emails it to your customer; a copy is kept in the archive.
- You get reports. For monthly reports, you upload your Excel file and get a ready report with charts.
What changes?
- Every quote has the same layout and your logo.
- Tax and totals are calculated automatically.
- A copy of every quote sent is kept in the archive.
Who is it for?
Companies that prepare quotes, pro formas and service forms every day: wholesalers, technical service firms, manufacturers, agencies.
Report and Quote Automation is included in: Professional.
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