Quote Management Software

Quotes, Invoices and Jobs Software

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Quote Management Software

Amphis Customer CRM Software makes it easy to create Quotes, Invoices and Jobs.

Quotes can be free-form paragraphs of text with a price for each paragraph, or they can be itemized from items in a Parts Database.

You just have to enter the text or select the items from the database. The subtotals, taxes and totals are calculated for you. The customer details are filled in for you and your standard wording, company logo and fonts etc are all automatically used based on templates set up in Microsoft Word.

CRM Software Supports Any Currency

Quotes can be printed or they can be emailed to clients as either Microsoft Word documents or as PDF files at the click of a button.

Convert a Quote to an Invoice

Quotes need to be managed. You may create hundreds of Quotes but they probably don't all turn into Jobs that need Invoicing. At the click of a button, a Quote can be used to automatically create an Invoice or a Job, depending on how you like to work.

Quote Management Software

You can click Invoice From Quote to automatically create an invoice from the selected quote. You can also change anything on the Invoice created eg add an extra paragraph or change the price. The Quote gets marked as "Invoiced" so you can easily see that this quote has been managed.

Quotes not Invoiced Report

From the Reports menu, you can run reports to show quotes that are not marked as "Invoiced". This could be because you have not been awarded the work, or because you have been awarded the work but you have not yet invoiced the customer.

Convert Quotes into Jobs

One way of working is that when a customer agrees to a Quote, you then create a Job from the Quote at the click of a button. This then records that the work has been awarded, optionally sets a Reminder for the start of the Job and records Job details such as the location, start date, budget and any expenses for the Job. The final invoice can still be created from the original quote.

More Information

We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?

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