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New! Quotes

29 April 2014
Author: Jarrod

We’ve just launched a new feature to create, send and followup on quotes to help you win more business.

Creating and sending a quote is very easy and it’s just like creating an invoice. You will save time and typing effort by selecting customers from your contact list and quote items from your product and services catalog. Set your quote terms and other customer information from your content templates and the quote is ready to download or email to your customers.

When it’s time to invoice it only takes a few clicks to create it - saving you plenty of time.

Copy quote to invoice

These features are now available and your feedback is always welcome on