Quotations for Service or Products
Application Benefits
- Create email-ready quotations for your customers & prospective customers.
- Invoice directly from the quotation.
- Run the ‘Call-Back’ report to follow-up on quotes not yet turned into sales.
- Run the ‘Quotes Failed’ report to find the most common reasons quotes didn’t become a sale.
Many customers want to know what to expect when they use your company’s service or products. The quote tool enables you to list out on a line item level exactly what your company will provide.
Once the quote is accepted, you can invoice directly from the quote (and edit line items as needed). The quote will become part of your sales history.
Create a call-back list to follow up on those quotes that have yet turned into sales.
For those quotes that fail to turn into sales, choose a ‘reason’ from the drop-down box. Increase your future competiveness and sales success by reviewing the Quotes Failed report.
Contact me for a free needs-analysis: mattm@dbase-designs.com
