IMS for creating & presenting customer quotes, fast and precise
Your company...
Some business sectors require the creation of "Customer quotes" and "Customer orders" prior to the provision of services.
These quotes can be simple or complex, detailed or flat rate. Professional customers often impose the level of detail in their quotes.
Sales networks will usually produce estimates for supplies without labor; service companies will produce quotes for SERVICES with labor and supplies; and construction companies will produce much more complex estimates for PROJECTS, which will be divided into "progress invoices" when the work is being carried out.
The quote is (like the first customer contact) the first written document the customer receives from the company. It conveys the company's image, professionalism, seriousness, and interest in the customer's project. It needs to be very well presented and thought out for the customer. Form counts as much as content.
The Simpleter solution
Simpleter provides you the flexibility of design and presentation you need to showcase your business.
Three quote templates are available, depending on your business. Simpleter is technical and goes a long way in setting up complex estimates to meet the needs of project-based companies.
For example, a construction company could work with a SERVICES database, integrating supply and labor costs for each task. For these types of PROJECT quotes, the structure of the quote will be used for progress invoicing. What's more, if the "Services" database is the source of the quote, the quantities of hours and supplies are known, facilitating consultation and work site preparation.
For SERVICES quotes, your intervenor can prepare quotes on his web portal (Smartphone, Tablet). Pictures can also be added. This is a major time-saver for the manager, and the costing data is clear (description, completion time, intervention constraints, supplies required, pictures, etc.).
The "suppliers", "supplies" and "service providers" databases enable you to quickly produce your quotes. You can easily reproduce standard quotes.
Simpleter provides the appropriate response.
