This module allows you to create quotations quickly and accurately. Quotations can be converted into a job card, pro forma invoice, tax invoice or sales orders. Previous quotations can be used to produce similar quotations to save time and reduce errors.
Features of the Quote module:
- Custom design your own printouts/reports
- Create quotations based on previous quotes
- Keep track of all quotations done by employees
- Export quotes to excel
- See analysis / Summary of all quotes at a glace
- Create freehand quotes
- Keep track of unsuccessful quotations
- View all stock items and value of stock/labour quoted
- Attach documents or images to your quotes
- Covert quotations to an Invoice, Pro Forma, Estimate, Sales Order, Job card or existing job card
For a deeper overview consult our help on quote.