Managing your Estimates and Quotes

With 4CRM, your Quote System is integrated directly into your CRM platform. You can create the email template for your branded quote and then use this template to send out your quotes/ estimates from your 4CRM email platform. As with creating invoices, the customer details are already stored in your Business and Contact Dashboards, so you do not need to duplicate this information. Your customer will receive the quote in the form of an email, so they can comment on or request changes to the quote as required, speeding up the quotation process. You can send your branded quotes and track when they are viewed and accepted. You can also give your customer the facility to ask questions about the quote and let them see your response instantly. Once your customer has accepted the quote you can simply select the convert to invoice button. All of this information will be stored in your contacts and linked business dashboards for easy future reference.