Quotes The quote goes out,
The quote goes out,
the client answers.
Product lines, VAT calculated, a link to send. The client opens the page, accepts or declines, and the CRM knows.
Quotes
Live Catalogue
Your products, once and for all.
Name, description, price, currency, one-time or recurring. Reusable across every quote.
Products and servicesUnit priceOne-time or recurringActive / inactive
Editor
Totals add up as you type.
Quantity, unit price, VAT per line. Subtotal, tax and total update themselves.
Free or catalogue linesDiscountsMulti-currencyValid-until date
Public page
The client accepts online.
A link to share, a clean page, two buttons. The client answers straight from their browser.
Shareable linkAccept or declineVisible notesValidity shown
Tracking
Where each quote stands.
Draft, sent, accepted, declined, with the valid-until date and the amount.
StatusesTotal amountAttached to the dealAttached to the contact
Know where every
quote stands.
The quote status lives in the CRM. An agent can even chase it for you.