Quoting
The quoting functionality delivers immediate and accurate cost breakdowns, offering customers full visibility into pricing in real-time. By seamlessly integrating product details, customer profiles, and pricing information into a single process, the system minimises errors and improves efficiency. This transparency allows customers to trust the accuracy of the quotes they receive, while also enabling quick adjustments to reflect changes in product specifications or customer needs
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Layout image upload & items
The layout image upload feature allows users to upload images of installation sites and preview maps, ensuring accurate assessments prior to starting the project.
Mandatory Accessories
The system automatically includes mandatory accessories for each relevant product, ensuring that no essential components are overlooked during the quoting process.
Optional Accessories
The optional accessories feature allows customers to customise their quotes by adding additional items based on their unique requirements.
Pricing and Finalise
The Pricing and Finalise feature simplifies the quoting process by combining the product breakdown, signing, payment plans, and customer communication into one seamless flow.
Xero linked and Stripe payments for deposit
The system integrates with Xero for streamlined accounting and financial management, automating the process of tracking quotes and payments.
Versioning
The versioning feature allows users to modify existing quotes without starting from scratch, saving valuable time and effort.
Wizard tool
The wizard tool provides an intuitive step-by-step guide to help users navigate the quoting process with ease.
Image on Quote Items
The image on items feature allows users to view product images per quote item directly within the system, helping them visualise their selections and customisations.
Instant Cost breakdown
based on product costing
The instant cost breakdown feature delivers real-time calculations based on the selected products, providing customers with immediate insight into pricing.
Sales display/dashboard
The sales display/dashboard offers a comprehensive overview of sales activity, quotes, and performance metrics.
Optionally can measure and quote at same time
The feature for measuring and quoting simultaneously utilises advanced tools to integrate these processes, providing instant and precise assessments.
