perfect for issuing quotes to your client and keeping track of all the paperwork
At BuilderStorm, it is standard is to make the sharing of any document a seamless process. This approach is invaluable for our quoting system where you can set which users will get notified of your quote.
With good accounting software, this will be easy. You’ll be able to quickly generate an invoice using the sales data you’ve already collected.
But wait, there’s a whole lot more
Reports can be generated to provide daily summaries or emails whenever a Quotations is created so you’re always in the know.
Like most sections on BuilderStorm the Quotations are mobile friendly and can be used on all smart phones on the go.
Export to PDF/CSV
All Quotations can be exported to a PDF/CSV as a detailed or summarised report. These are great for sharing with other members of the project that may not have direct access to the system.
Online Quotations tool
BuilderStorm’s cloud-based Quotations tool is perfect for issuing quotes to your client and keeping track of all the paperwork. The quote system can automatically pull in tasks from the project schedule, or you can create new items within the quote. You can add categories and sub-categories to make the quote stand out and offer the client a more transparent view of your charges.
At BuilderStorm, it is standard is to make the sharing of any document a seamless process. This approach is invaluable for our quoting system where you can set which users will get notified of your quote. We use TO and CC fields to make sure the document goes to the correct people.
Clicking ‘send’ will issue the quote to your distribution group. Each will receive the quote as a PDF file with your standard letterhead, all the correct information in the right places and your own custom small print as required.