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\ Manage Quotes

Manage Quotes

Using the Apps In The Cloud bespoke management system, you can manage all new business opportunities from initial enquiry stage through to quotation, sale and after-sale. The software allows you to manage the progress of each enquiry by allocating the estimating job to a surveyor or member of your sales team instantly to speed up the process. Once assigned, you can track the progress of the quotation/estimate and view any documentation that has been uploaded to the system, as well as monitor the status of the enquiry.

Our management system will enable you to keep all enquiries and quotations in one easily accessible place so you can monitor those that have been sent to the customer and any that are waiting to be completed.

You will also be able to generate reports on your new business enquiries from number of enquiries received, number of quotations/estimates completed and your sales conversion ratio – all valuable management information to ensure the smooth running and profitability of your business.

Track & manage your customer quotes at every stage

If you would like to discuss how Apps In The Cloud can benefit your business, please call 01202 684400 to speak to one of our software specialists or complete the callback request form below.

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