What it does / Sales
Sales
You write a quote from lines you use more than once — design, build, maintenance, each with its unit, its rate and its VAT — or you type a line of your own. The amount is rounded per line and added up afterwards, so what stands on the paper is what the customer gets when they add it up themselves.
Sending it turns it into a PDF on your own letterhead, and a link the customer opens without an account and without a password. There they read what is being offered, put their signature down with a mouse or a finger, and press send. The time it happened goes on the document under the signature. At that moment the quote is accepted, the opportunity is won and the customer is a customer — in one action, because it is also one event.
What it costs
Or add it on its own, for € 12 / month
Standard lines, quotes as a PDF on your own letterhead, and a link the customer signs online. Signed is sold: the opportunity is won and the customer is a customer, without you copying it anywhere.
You get an environment of your own with an example company in it: colleagues, customers, projects, hours written and invoices at every stage. Nothing to set up, just look around.
Oifis®
