Quotes and the sales pipeline
Send quotes your clients accept online, and track every opportunity on a visual pipeline.
A quote is an estimate sent to your client's customer: they view it online and click Accept or Decline. An accepted quote converts to an invoice in one click, with nothing retyped.
The life of a quote
- 1Create the quote under Quotes (same lines and catalog as invoices).
- 2Send it by email: you can see when it has been viewed.
- 3Before it expires, an automatic reminder can go out if it is still unanswered.
- 4On acceptance, convert it to an invoice: the pipeline and the statistics update.
The sales pipeline
The Sales pipeline lays out opportunities in columns (prospect, quote sent, negotiation, won, lost). Drag cards from stage to stage; each card's activity feed keeps track of sends, views and stage changes, and the statistics (conversion rate, pipeline value) sit at the top of the page.
Quotes and the pipeline require the TeeBooks Plus plan.