Slimbot
CRMWhat is Quotes?
With Quotes you can quickly create a professional quote from the customer profile and send it straight away. Because everything is linked to the customer and the deal, you save time, your offer looks polished and you can see immediately when a quote is outstanding or accepted.
How does it work?
- Start a quote from a customer or deal; the details fill in automatically.
- Add products or services from your own list and adjust prices.
- Send the quote in your own house style by e-mail with one click.
- See the status live: sent, viewed or accepted, and schedule a follow-up if needed.
Use cases
Gardener who draws up a quote for garden design on location and e-mails it directly.
Painting company that quickly assembles fixed services with fixed prices.
Event agency that sends a tailored quote per request.
Installer who links quotes to the ongoing deal and follows up.
Benefits
- Send out a quote faster.
- Always in your own professional house style.
- See exactly when a customer views your quote.
- Automatic follow-up on outstanding quotes.
Frequently asked questions
Can I use my own house style and logo?
Yes, your quotes go out in your own house style with your logo and details, so they look professional and recognisable.
Can I see if a customer has opened my quote?
Yes, you track the status live: sent, viewed and accepted. This way you know exactly when it's smart to follow up.
Can I convert an accepted quote into an invoice?
Yes, with one click you turn an accepted quote into an invoice, so you don't have to re-enter your data.
Also within CRM
Use Quotes for your business?
Slimbot sets everything up for you. Start for free or request a tailored demo.