Do you find creating Quotes Time Consuming?
If most of your products and/or services are displayed on your website, then it seems logical to utilize that information for generating quotes and/or invoices.
This is ideal for small business's that wish to be able to generate quotes quickly and easily, and using this system you can easily select which products you wish to include on a quote, without having to type in any descriptions or prices. It also ensures that all descriptions and prices displayed on your website are consistent with the quotes that you generate. You can of course change those details on the quote if you wish.
Now there are many applications that can be used to generate quotes, but majority of these require that you enter all your products into their system. This results in additional workload as you have to update each application individually. What our system does is utilize the one single database of all your products or services. That way when you update the information for the website products or add new products to the website, that new information and those new products are instantly available for use in generating quotes.
This application requires our Product Manager in order to support adding products automatically.
Create PDF Quotes / Invoices
From every Quote and/or invoice you can create a PDF copy at anytime and the layout and stationary used for the PDF can be of any design you require. We can replicate your stationary or you can have us design something different. Having it in PDF format, not only presents very professional, but also makes print and emailing much easier. Your customers will certainly appreciate that.
Add products to the quote Easily
Integrating with our Product Manager, this Quoting / Invoicing Manager can generate a list of all products (grouped into their assigned categories / sub categories) in a drop down list. This allows you to quickly and easily click on any products from that list and have them automatically added to the quote or invoice.
Easily Select Customers
You can also choose to add your customer details to the Accounts Manager. That way when you go to generate a new quote or invoice for an existing customer you can simply select their name from the drop down list and all their details will be inserted into the quote automatically.
Seamlessly convert a Quote to an Invoice
It is inevitable that when you generate quotes, some of those will be converted to orders which require an invoice be generated. With our system you can quickly duplicate an existing quote and convert it to an invoice. This not only saves a large amount of time, but it also ensures no errors can occur. Once a customer confirms a quote and/or provides a purchase order, you can convert that quote directly to an invoice. This means you have not had to manually generate the invoice, or re-type any customer or product information, which will drastically reduce the potential for typing mistakes, errors or any omissions.
Assign Status to each Quote
To help keep track of your activities, you can assign different status levels to each quote. This is ideal for ensuring that you know which quotes have been Accepted, Rejected or Canceled. So when you review the quotes you have generated, you can see which customers have not responded, and which have, helping you identify those that you need to follow up.
You can also assign a Sent Status, so you can keep track of how you sent the quote to this customer, such as Emailed, Faxed, Posted etc. This is beneficial if the customer requests that you resend it for whatever reason, or so you can track how quickly it would have been received.
This application does not send the quotes directly to the customer if you select email. This status is just so you can keep track of the delivery method you choose. It is important to still create the emails to the customers yourself and attach the PDF quote manually. The personal touch is always the best.
There are many other key benefits and features. You can read more from The Quote / Invoice Manager Web Page.