Met onze Business Automation-oplossing kunt u offertes maken voor uw klanten voor:
- Voorraad artikelen
- Simply add products and inventory items to the quote
- Send the quote by email, your client can edit, approve or decline the quote online
- Once the quote is approved, we will convert inventory items into billable items, add a new contract part to an existing or new contract and create PO and handling tickets automatically
Our quoting module makes your life more easy. Simply offer additional services to existing contracts. And offer items from your inventory, locking these items for further use to prevent offering them twice while prices for additional purchases are yet unknown.
Offer your clients an easy way to accept quotes online. We also make the handling a breeze:
- Billable items are created automatically
- PO and Handling tickets are created on quote approval
- Service contracts are created automatically
- Billable items will contain all the details your client wants to know for approval:
- Geaccepteerd door
De look & feel van uw offertes kan geconfigureerd worden.