MODULE
Quotes: an itemized quote in minutes
Quotes with line items, prices and discounts, linked directly to your CRM customers and opportunities. This module is still being built.
Builds on: CRM (customers, sales)
See it in action
Screenshots of the base version in the WeKeepOn look. Click a picture to enlarge it.
Quote list with statuses: draft, sent, accepted, rejected Quote linked to the partner and the deal, with versions, Hungarian or English PDF and sending Line items: quantity, unit price, discount, VAT, automatic totals
The data in the screenshots is made up (fictional companies and people).
What the base version does
Itemized quotes
Products and services with quantity, unit price and VAT.
PDF and sending
A consistently branded PDF you can email to your customer.
Status tracking
Draft, sent, accepted, declined: see where each quote stands.
Linked to the CRM
Every quote belongs to a customer and an opportunity.
Examples you can add – at a fixed price
- Quote templates for frequently requested service packages
- A reminder when a customer hasn't replied to a quote for days
- An automatic task for the team when a quote is accepted
For every request like this you get a fixed price in advance, broken down point by point. Accepted points are covered by the contractual guarantee.
Always included
- Login, users, roles and permissions
- Separate test and live system
- Daily backups, monitoring, bug fixes
- A log of who changed what, and when
The base system (included with every module)
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