Quoting |
Custom Pricing
Assign new or existing pricing options for new customer. PM/CM also
provide the ability to provide unique quotes per jobsite. You can
quickly change pricing options from a dropdown list as you move through
the bidding procedures.
Quote Tracking
View and management various quotes with color coded options through
the quoting procedures with customizable quoting stages. Organize
quotes per salesman, size of job, and status. You can now always
stay on top of salesmen's activities.
MS Word Exporting
After a quote is approved you can export them directly to Microsoft
Word using a customized template. It's as simple as printing and
sending to the customer from there. You can even modify the quote
template to present your image.
Click on the screenshots to view larger version
|
