The FieldInsight quoting workflow help you convert more sales by helping you keep track of your quotes and create quote templates that sell.
Instantly view the status of quotes for follow-up. Setup automatic reminders to increase your conversion rate, and once accepted, convert your quote to a job with the click of a button. Use pre-built packages, with images to save time and quickly create beautiful quotes to send to your customers.
Set custom rates for Account customers
Hide and show accepted/declined sections on quote
Add product images to packages to create stunning quotes
Attach PDF documents (brochures, specifications or other marketing material)
Send automatic quote reminders
Allow customers to Accept quotes online and capture signatures (optional)
Set the quote to Accept manually in the office
Copy quote items to a Purchase Order
Split the quote into more than one Invoice to take partial payments
Reporting for Sales and Quoting
Use the quote/customer owner field to allocate the sale to a sales rep
Check the sales team's progress in the Sales Reportv