Are you still using WORD and Excel to generate your quotes and proposals? Wouldn’t you like your quotes to be in a secure and structured database, that can be searched and analysed, with integration to your CRM for accurate Sales forecasting?
If I said you could do all that and make your quotes look consistently professional, save time in preparing them, and send them in .pdf format or host them for online collaboration, would you be interested?
What if you could quote in different currencies, have an approval process, create purchase orders and invoices, and integrate with accounting systems for payment processing…would that be worth a look?
Check out the video below and be in touch for a free consultation and demo:
