Streamline Your Sales with Smart Quotes and Invoicing
Transform how you create quotes and invoices with our intelligent features designed for appliance businesses. Save time, reduce errors, and enhance customer satisfaction with ease.
Automated Quotes
Revolutionize your quoting process with our auto-expiring quotes that seamlessly convert into orders once paid. Ensure accuracy and efficiency with auto-generated model numbers and auto-reservation of stock. Set the stage for success with customizable delivery and installation rules that meet your business needs.
Key Benefits
- Auto-Expire and Convert: Quotes automatically expire and convert into orders upon full payment, streamlining the sales cycle.
- Auto-Reserve Stock: Automatically reserve inventory based on the quote, ensuring product availability for your customers.
- Customizable Delivery Scheduling: Implement strict delivery and installation rules to meet your operational standards and customer expectations.
Smart Invoicing
Create professional, detailed invoices with ease. Our smart invoicing system not only simplifies the billing process but also enhances your operational efficiency by allowing customers to schedule their delivery within your predefined parameters.
REAL-TIME DATA ACCESS
Real-Time Data at Your Fingertips
Gain a competitive edge with immediate access to essential data for each model. View sold history, and multiple pricing points including MAP, MSRP, LAP, PMAP, UMRP, and more. Make informed decisions with all the information you need, right when you need it.
Key Benefits
- Comprehensive Data Access: Quickly access sales history, pricing points, and stock levels for every model.
- Informed Decision-Making: Leverage real-time data to make accurate pricing and stock management decisions.
HERE TO HELP
FAQ's
Still have questions?
Can’t find the answer you’re looking for? Please chat to our friendly team
How can I create a quote?
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What happens when a quote expires?
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Can quotes automatically convert into orders?
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How does the auto-reserve stock feature work?
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Can customers schedule their delivery when they accept a quote?
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How do I access real-time data for each model?
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What are the pricing points available in the system?
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What support is available for setting up and using the Quotes and Invoicing features?
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