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The Helpbox quotation tool allows you to put together professional and presentable looking quotes for your customers in a matter of minutes sometimes seconds. Using our quote builder you can put a quote together and have it emailed to your client directly without ever leaving our platform.
The quote building tool makes life easy when it comes to getting quotes out to your clients, our simple process allows you to save time and ensure you never lose details of your old quotes:
Choose a customer
Give the quote a name or reference
Add you quotation lines (the system will remember common products)
Click to finalise your quote
Email quote directly to your customer with one click
The quote manager function stores all of the quotes you have created meaning you can track and follow up quotes with ease, no more wasting time searching through paperwork.
Our quote template allows you to customise each aspect of the quote, you can add your business details, payment details and your business logo with our easy to use editing interface.
If used in conjunction with our invoicing tool it is possible to transform a quote directly into a live invoice with just a click of a button. This high speed Quoting and Invoice manage helps you effectively manage all of your quoting and invoice saving you time and money.