Select the contact, product, quantity, and price. Click Save. You have created your quote. Then create an email in the system. Preview your quote. If everything looks correct, press send. It's that simple.

You can select and update the quote currency to what you require. Once updated, the price of the product will automatically be changed based on the exchange rate. You can default the customer currency so that you do not need to input it every time. You can activate or deactivate the currencies. Only see what you require.

When you want to deliver your quote, based on the business, you want to have options. We give those options. You can send out the product directly, you can use the drop ship method, or you can pick, pack, and ship your products. The choice is yours.

You can see what the customer owes you and what you own them from the contacts screen. You can also see a summary and a detailed view of your age receivables, which can help you in deciding on whether or not to offer them a quote or requesting the customer to make payment.

You can easily create your quotation template by downloading our template, making changes to it in Word, and reuploading it. Our field place holder will populate the data. We give you the flexibility of Word to design your template but the control to make sure the data is the same as the system.