SummaryThe Quotations/Estimates Module allows creation of estimates for Customers and Prospects. Select items from stock/inventory or manually enter line items. Create text-based quotations with details and images or select from a template (using the 'Quote Builder') to immediately generate a detailed quotation. Quotations can be duplicated for ease of repetitive quoting. Each quotation can be emailed as a PDF or printed. The Quotation is stored against the entity for which it is created. For example, against the prospect, customer contact, vendor/supplier, job, contract. This helps keep all data related safely and seamlessly.
Features
Related ModulesAlso see: PDF ExampleClick the link below to open a PDF example of an invoice (requires Adobe Reader - Free):
Screen shotsQuotation Customer Quotation with default currency of GBP used. Two quote builder lines have been used to generate the quotation. More line items can be added, together with a discount and tax code. Additional costs can be added to the quotation which are not displayed to the customer. Quotations Detail Tab The detail tab in quotations shows a list of current line items attached to the quote with the ability to add or delete further line items. Quotations Drag and Drop The Drag and Drop view allows users to view the available products from a hierarchy and drag and drop them into quotations at the bottom where they can edit the quantity in the quote. Users can also drag whole categories over including the stock within the category. Quote Text and Image Quotations OverviewMoving again back to the main menu, we will select the quotations module. From here we have detailed capabilities for search and filtering of quotations and we can also create graphical reports by salesperson or customer showing the ratios of those which have been accepted or rejected or various other selectable criteria.
HelpBusinessMan dedicated help center: | |||
Computech IT Services Ltd are certified FileMaker Pro Software Developers and are a member of the FileMaker Business Alliance. BusinessMan is a complete Business Management solution incorporating CRM Software, FileMaker Scheduling and booking software, FileMaker timesheet and Job management software, FileMaker Templates and Order processing software for your business. BusinessMan is your only complete Business Software for Mac and Windows. | |||






















