QUOTES

The Quote module is a complete system which uses addresses from the Address Book
It can link to an Estimate, Inventory, or a price, or it can be freeform or a mix of each.
The Quote module is usually very specific to a customer. It is extremely rare the major customization is not necessary. We find that every customer has specific needs in this area.
The main advantage of our module is that it takes advantage of the Data Warehouse concept, and is part of the overall system.

Ties to the Address Book and, if desired, contact.
Able to use any previous quote as a template.
Can prepare quote automatically from an estimate.
Can fax quote directly from the input screen.
Assign responsibilty and follow-up date to quote.
Calculate success rate on quotes.
Send same quote to multiple contacts.
From quote screen, view all faxes, notes etc. to quote contact.
Can tie quote to market type of customer.
From Inventory, use selling price on quote.
Tie quote to a Job.
Keeps unlimited history of quotes.
Tie quote to order and compare actual costs to quote