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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.
If I was in business today as a professional accountant (many years ago I was a partner in a National firm of Chartered Accountants) I think I would be recommending Cash Manager to 90%+ of smaller clients as CM more than would satisfy their requirements. I think the other programmes, of which I admit have limited knowledge, are far more than they would require. PS You need to know I am 77 years old!
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