Quotes

Create a stellar client experience with electronic Quotes. Choices your clients make on Quotes are automatically reflected on Invoices.

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Quotes allow clients to select exactly what they wish to purchase from your business.

When creating your Quote, you will be able to add packages and à la carte items for your client to select from. Once those items are selected, your client can accept the Quote and complete the process.

Accepted Quotes can automatically generate an Invoice for clients that they can then quickly and easily pay. Two documents in one creates an exceptional client experience which helps you get paid faster.

Can Quotes include optional items for my clients?
Yes, Quotes can include optional items for your clients to add.

Can Quotes have a due date or deadline for acceptance?
Yes, you can set a date for your Quotes to expire.

Can I edit a Quote after sending it?
Yes, you can edit and update Quotes after sending them.

Quotes are available in Level One, Level Two, and Level Three.

Document Limits per Month:

  • Level One – 20 per month
  • Level Two – 35 per month
  • Level Three – Unlimited per month

What are you waiting for?

Succeed More. Do Less.

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