- Produce:
- • Create multiple quote description and inclusion/exclusion templates.
- • Include Terms & Conditions when necessary.
- • Add documents, images, tables or inventory items.
- • Generate multiple quote variations.
- • Customise a quote by including/excluding an itemised breakdowns with individual pricings.
- Monitor:
- • Track the status of a quote with an acceptance form.
- • Data from approved quotes gets automatically replicated under your current jobs.
- • Determine cost and sell rates of each quoted item for an estimate of profit margins.
- Organise:
- • Assign quoted items to categories to ensure transparency in project quoting and tendering.
- • Easily search for an individual quote in your database.
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