Quoting & Sales
Accurate quotes in minutes, not hours
Overview
Effortlessly generate detailed and accurate quotes from customisable templates, eliminating the need for manual data entry. Interactive quote letters provide brochures, web links, and digital acceptance options.
Effectively manage quote options, versions, tenders and complex variations, giving greater control over margins and success rates. Automated prompts ensure timely client follow-ups, allowing your team to optimise their efficiency and maximise their success with instant access to crucial information.
The creation of complex quote letters, sale and purchase agreements and other documents is instant with FSManager. Full version and bill of material management means you will always know your costs and have the ability to compare and report on them.
Key Features
- ✓Customisable quote templates with automatic data population
- ✓Interactive quote letters with brochure links and digital acceptance
- ✓Quote version control and comparison
- ✓Bill of materials management with full cost tracking
- ✓Tender and complex variation management
- ✓Automated client follow-up prompts
- ✓Instant generation of sale and purchase agreements
- ✓Quote-specific tags interpreted without manual data entry
- ✓Margin analysis and success rate tracking
- ✓Future cost recovery — automatically applies recovered costs to future quotes
- ★Secure electronic signing of quotations (Full tier)
Quoting & Sales is included in FSManager Lite and above
See how Quoting & Sales fits into the full FSManager platform.
Try Before You Buy
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