An innovative new application for creating a sales quotes on the go. Has a customer ever called you after hours with a request for a quote that can't wait? Well now there's no need to turn them down or go back to the office, with a few simple taps on your iPad you'll be able to email them the quote as a PDF. This application has been design to take advantage of touch and you can simply tap on the items that the customer needs to create the quote they want, its that simple.
If you like a more traditional approach the application also supports traditional data entry where you can type in your part number and qty, the application will do the rest. The best thing is you don’t have to choose, either way of data entry will work, so you can actually go back and forth when creating your quotes. We know that sometime you need to tweak an item, so all the pertinent information for the items can be changed, on a per quote basis.
Still at the client site? Simple tap the signature section and capture your clients signature for approval on the spot. The application is design to be flexible and hopefully meet your quoting needs, good luck with your sales.
Here are some of the things the application can do:
Email Quotes via PDF
Save PDF in other applications with OpenIn functionality
Print Quotes via AirPrint enabled printers
Capture Authorization Signature
Format Currency based on location
Address Book integration for recipients
Customize Quote Presentation
Further customization of Quote Presentation.
Show/Hide unit prices
Toggle fields: logo, company name, authorization,
date, notes, etc
Remember fields like notes and others for future quotes
Price quotes using Markup/Discount
Mark items exempt from Markup/Discount, ideal for shipping or labor entry
Automatically increase quote number
Assign item images to enhance visual quote builder
Two finger tap on item for large quantities
Filter items to show items with quantities and images
Ability to add new items to price list from the visual builder
Ability to import price list from a CSV, using OpenIn Functionality