Quotes
Professional quotes, sent by link and accepted online.
DiscoverOffice area
CRM and deals
Follow every opportunity on a stage board, with the probability of closing it and a forecast of what you will bill. The quote moves the deal by itself.
What you can do
Different pipelines (for example services and products) with stages and probabilities of your choice
A quote that is sent, accepted or declined moves the deal forward automatically
Monthly forecast, follow-ups with alerts and prospects that become customers
More features in the Office area
All 16 featuresQuote requests
Customer quote requests, from the portal or entered by your team.
DiscoverInvoices
Invoices with automatic numbering and an always up-to-date due-date schedule.
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Try free for 30 days