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Quote Manager
Quote Manager is an all-purpose quoting tool ideally suited for tradesmen, contractors, or any job-based business. It not only handles quoting and estimating, but it carries the quote all the way through job costing and invoicing.
Quoting & Estimating Features
- Markup or margin percentage pricing
- Fixed or cost-plus pricing
- Fast quote facility
- Automatic or manual quote numbers
- Template quotes for quick quote generation
- Line 'templates' for standard task retrieval
- Quantity usage calculated from user-defined formulas
- Auto tax calculation with manual override
- Separate delivery and billing addresses
- Conversion of quotes to jobs or orders
- E-mail quote and attachment option
Other Features
- Four quote styles: formal, letter, letter with details, multi-option
- Produces job sheets, dispatch notes, credit notes, invoices
- Reports include: Detail & Summary Job Profit, Invoice Report
- Complete customer information
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