Quotes

 
 
 

Quotes

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.

Screenshots of the Quote module: