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Quoting is easier than ever - just like our invoicing. You can create them from scratch or copy them from existing quotes or invoices. When they are accepted simply generate the invoice and choose to keep the quote on file for your records or not.
Create quotes online from anywhere, generate and send quotes in minutes. Use the same contact, inventory and pricing information you use elsewhere. No more duplicate entry!
Produce a quote on the spot, or copy an existing one. Once you’ve done the work, it’s simple to turn your quote into an invoice.
Add to our beautiful templates or customise your own design. Then send quotes to your customers by email or print them out, all at the click of a button.
Quoting has never been easier. Simply create a quote on the spot or copy a previous one. You can also create a quote from an existing invoice.
Convert quotes into invoices or recurring invoices when they are accepted and choose to keep the quote to refer back to if needed.
Quickly find quotes to invoice or follow up and generate more business. Once your customer accepts your quote, turn it into an invoice to improve your cashflow with the click of a button.
Use online quotes to drive faster decision making with your customers. Now your customers can quickly and easily go online to accept, decline or comment on a quote.
It must be user friendly, or your help desk must be extremely patient and intuitive for me to continue using this system for over 15 years.
I can't imagine using any other accounting package. This has enabled me with the help of your staff to do a job that I was never trained to do
Are you ready to grow your business with CashManager? 30 day free trial, no credit card required.