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Black20VT

join:2003-05-30
UK

[Help] Quote Software

I'm after some help.

My brother in law runs a roofing company and at the moment, they hand write each and every one of their quotes

But they now want to be able to create electronic quotes and be more automated and efficient.

There's 2 members of staff that'll need access and they want to be able to;

1. Have a list of regular quote items that they can select, but be able to manually tweak if needed

2. Be able to attached standard documents, depending on quote (H&S, T&C's etc) and tweak if needed

3. Turn into an invoice once accepted

4. Have a list of customers to select from

5. Be able to print the invoice

6. Track each quote from estimate through to invoice etc.

So all pretty standard stuff, oh, and it has to be easy

I've had a quick look and so far have come up with 'Quotegine', so would like a few more suggestions.

Can anyone please help?

Thanks



Black20VT

join:2003-05-30
UK

Anyone?



Gone Fishing
Premium
join:2001-06-29

4 edits

1 recommendation

reply to Black20VT

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round_toit
Premium
join:2005-02-01
Pensacola, FL
reply to Black20VT

Re: [Help] Quote Software

»www.exactroofing.com/index_er.html

»estimationpro.com/

google roofing quote software there are more examples available