Our PSA solution allows you to create quotes for your clients for:
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 follow-up tickets automatically.
Our quoting module makes your life easier. 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:
– Quote number
– Approved by
– Serial number
The look & feel of your quotes can be fully customized.