Business Estimating
Business Estimating
It doesn't have to be a pain...
Estimates and quotes are probably what you do most of right? So maxxpal™ makes it as easy as possible.
Quickly (and we mean quickly) create estimates for new or existing customers, print out or email on professional headed paper. One of our customers can now create an estimate from scratch through to emailing to customer in 43 seconds!
Once you have created an estimate that the customer has agreed to you can convert it to an order with a single click of the mouse. One more click and a professional headed paper invoice gets generated for you to print out, post or email directly to the customer.
Once an invoice has been generated maxxpal™ gives you a very easy way (red for unpaid, green for paid, amber for part-paid) of determining if the invoice has been paid or not. With the maxxpal™ business address management you get all this and more:
- A quick and easy Roledex™ like A to Z of your estimates
- Quickly see estimates you have created, estimates that are still open and closed estimates
- Assign an estimate to another member of staff to follow up
- Keep notes, tasks and files supporting the estimate with the estimate
- One click to email the estimate to your customer or contact