Overview
Generate company-specific quotes. Authorized quotes are secured by user roles and converted into invoices upon acceptance.
Analytics
Evaluate current, outstanding and paid quotes relative to a specific time period
Secret Sauce
The quotes software is intergratable with all Intoweb financial modules.
The Quote Creation Software generates quotes using the prepoulated products entered and is specific to each company. Quotes generated can be emailed directly to the client and genrated in PDF format. Quotes go through authorisation and can no longer be altered. Security rights to create and authorise quotes are granted based on specific user rights. Authorised quotes are converted into invoices once accepted by the client. Quotes are classified based on their status: pending, accepted, or rejected.
