We’ve recently upgraded our Prime Quoting module to make the quoting process even better.
It’s a smooth process for requesting:
- Create Estimate
- Create a Quote and Send
- Review/Approve the Quote
- Create and Send a Work Order
And a smooth process for receiving quote requests with our Prime Sync module:
- Receive Quote – so pre-filled items – no need to manually enter it
- Enter your prices, add items
- Submit
In Prime it’s all linked together, so you can keep track of quotes and due dates, compare quotes received, approve/decline. Our clear interface makes it easy to manage.
Key benefits of our quoting module:
- See Profit Margins based on your quote values and your estimate values
- Add due date to ensure you don’t miss your deadline – this is also tied in with our task dashboard so a task is automatically added for that date
- Add manual items to quotes (so items not in your estimated scope)
- Create hard copy PDFs with our easy to use Form module – set up templates to save time and ensure consistency. A couple of clicks and it’s done
- Send/email the quote with one click – we pre-fill the email based on your preferences and templates
- As with everything in Prime, our consistent user interface makes it easy for new people to be quoting in no time
You can quote me on all of this 😉
Rhys