During the sales process there are a number of key documents and paperwork that are necessary to credibly close business, to protect the contractor's legal rights, to protect the customer's legal rights, and to create an audit trail of what promises were made and what the customer is expecting to receive for money spent. The system automatically creates printed quotations and material lists, printed contracts, and printed invoices to cover each step of the process. The following screens are a demonstration of the customer paperwork required in a flooring project. ROI is found at the bottom of this page, click here.
flooring project. ROI is found at the bottom of this page, click here.
Quotation
This is the first document in the process and is ready to print off and hand to the customer.
Quotation Job Costing
This document is a complete list of all the costs required to fullfil the terms of the quotation.
Contract/Sales Order
This document is the "go ahead" order to authorize the company to begin for the customer.
Contract Materials List
This document is the materials list of all the items on the Quotation.
Invoice
This document is the final document to authorize the company to begin invoicing the customer.
Return On Investment
Features
Increases Productivity
Reduces Expenses
Increases Revenue
Paperwork (Quotation, Contracts, Invoices)
Automatically and consistently produce sales and legal paperwork with the
press of a button. Make changes to paperwork that is templated and used in all future transactions.
Eliminate the need to retype the information into the system to produce paperwork.
