Create Professional Quote in 30 seconds with Small Business CRM Software

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Create Professional Quotes and Invoices in 30 seconds

Like most Small Businesses, we create lots of Quotes and Invoices. When we designed Amphis Customer we wanted to make it very quick and easy to create free-text and also itemised Quotes and Invoices.

When you Create a Quote or Create an Invoice, the Customer Details are filled in for you, the totals and sales taxes are calculated for you, and the formatting is generated from a customizable template. All you have to worry about is the price for the Quote and the words to describe it.

Watch the video below to see how you can Find a Customer Record and Create a Quote all in 30 seconds.

This example is a free-text quote where you enter one or more paragraphs of text and a price for each paragraph. You can also Create Itemized Quotes and Create Itemized Invoices by selecting items from an Items Database.

Amphis Customer supports any currency eg dollars ($), euros (€), pounds sterling (£). This example uses pounds sterling.

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Once your Customer Details are in Amphis Customer, you can Create Quotes and Invoices in seconds, set up Reminders to help you get organized eg Quotes and Invoices we need to create. You can Manage Your Email and run reports eg Monthly Sales Totals or Overdue Invoices.

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Home Page    CRM Software FAQ    How to Share Customer Data    Configure Shared Customer Data     CRM Software Videos    Download FREE CRM Software 30 Day Trial