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A unique feature is the possibility to offer multiple options in one quotation, for example a basic and a premium variant. The customer chooses the desired option and signs digitally. This makes the decision process easier, increases your success rate and ensures a more efficient workflow. Once the quotation has been approved, you convert it to a work order with one click.
Quotations not only provide a professional appearance but also give you more control over your sales process. By integrating with materials, time registration and invoicing double work is avoided and the process remains clear from start to finish.
An installation company offers both a standard and a luxury boiler in one quotation. The customer chooses the luxury version and signs digitally. The quotation is converted directly into a work order, so the technician can start the next day with all the right materials.
