C
crphillips
- Original Poster
- #1
Just thought I'd let people know that this is a great app. I've been looking for an app that will form quotes/estimates quickly for nearly a year. I spend a lot of my time typing the same thing many times and finally I've found an app that works great. I've downloaded every app for making quotes and they were all appalling but this one is great.
You can set products, prices, terms, shipping, tax.....etc and loads more. It's fully customisable so my quotes look exactly the same as they did in Word. It then turns it into a PDF and puts it in an email. You can also tell the app what txt you want in your email. I've gone from 10 mins to type up a quote to around 30 seconds.
I've then set up a permanent BCC which sends a duplicate of the email to my dropbox for my CRM software and the email and PDF gets filed against the relevant customer. I email the quotes off whilst sat in the customers driveway.
I also use Big Contacts for my CRM and I can't recommend them enough. Brilliant company and brilliant software with great back up and it's extremely easy to use. No tutorials or instruction books required to use it.
Finally I've ditched the laptop, computer, pen and paper. All I need is my iPad and my phone and I'm sorted for the day.
You can set products, prices, terms, shipping, tax.....etc and loads more. It's fully customisable so my quotes look exactly the same as they did in Word. It then turns it into a PDF and puts it in an email. You can also tell the app what txt you want in your email. I've gone from 10 mins to type up a quote to around 30 seconds.
I've then set up a permanent BCC which sends a duplicate of the email to my dropbox for my CRM software and the email and PDF gets filed against the relevant customer. I email the quotes off whilst sat in the customers driveway.
I also use Big Contacts for my CRM and I can't recommend them enough. Brilliant company and brilliant software with great back up and it's extremely easy to use. No tutorials or instruction books required to use it.
Finally I've ditched the laptop, computer, pen and paper. All I need is my iPad and my phone and I'm sorted for the day.
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