Giving quotes is an art in itself. It is often your first contact with a new clients and a quote can be a make or break point! no less!
We all know that giving a fast quote and a competitive quote is essential when you are about to establish a connection with a new client. You did it wrong, and you simply lost the client for good. Many business owners give a quote which is simply too low and by doing this they end up losing money repeatedly. When we designed this business software we were set out to tackle this issue once and for all. We wanted to make sure business owners don’t just give quotes off the top of their heads but use a software quote module that will help them to provide a client with their best quote and not lose money on it.
But, how do you make sure you don’t lose money on the quote?
We developed a Quote Management Module that is designed to tackle this sensitive and often complicated issue of giving the right quote.
Add a Quote
Once you created the quote sheet, you can save as template if you wish and add it. Once added you will be able to convert the quote into a project, edit or delete the quote.
Once you created a project, the relevant quote will show in the project management module
Another way, to add a quote is after you have created a project, this can happen when you have started a project without giving a proper quote (less recommend practice)