With the Quotes Dashboard, you can track customer sales, new opportunities, and potential jobs from any device. Supervise your sales team through the entire quote-to-cash process. Establish an unlimited number of salespeople and monitor their success with detailed salesperson activity reports.
Track when quotes are Sent, Viewed, Accepted and Rejected, along with any notes included by the customer in their response. Email quotes directly to customers and receive responses electronically. With a simple digital form, your customers can easily Accept, Reject, and leave comments on a quote from any device.
Use the Projects feature to keep quotes organized. Individual quotes can be grouped into projects, which can then be used in reporting.
With the Quotes Dashboard, you can track customer sales, new opportunities, and potential jobs from any device. Supervise your sales team through the entire quote-to-cash process. Establish an unlimited number of salespeople and monitor their success with detailed salesperson activity reports.
Track when quotes are Sent, Viewed, Accepted and Rejected, along with any notes included by the customer in their response. Email quotes directly to customers and receive responses electronically. With a simple digital form, your customers can easily Accept, Reject, and leave comments on a quote from any device.
Use the Projects feature to keep quotes organized. Individual quotes can be grouped into projects, which can then be used in reporting.