Quotation, Orders and Invoices (QOI) help to make the sales process simple when using the right tools
To make life of sales and administration simple, good tooling during the sales process and during the invoicing is key. For that reason we build a tool that will help the customer to make quotations convert to orders and/ or convert them to invoices all by the push of one button.
QOI can be send by the JBA CRM as pdf or as a Temporary URL, which means spending less time on attaching pdf to email.
Secondly QOI can have included attachment making this the ideal vehicle to send information with a Quotation without the email struggle. As the general description will give you a nice management summary on your Quotation you can now manage all this from within the CRM. Everything managed in one place even after an update.
The status function can, in case it is used with TAR, help to set reminders and send information to customers.
MOST IMPORTANT FEATURES OF CRM PLUS
- Transparent sales process
- Status updates
- Includes attachment
- Compact VAT product list
- Extended Product list with discount
- Support different VAT levels automatically