Can I Get A Quote For That?

Photo by Karolina Grabowska: https://www.pexels.com/photo/smartphone-with-calculator-app-showing-total-amount-4386293/

How many times have you heard that question and panic starts to set in because you don’t have a system in place for a simple quote? 

Do you use the back-of-the-envelope system? This is where you frantically start jogging down some figures off the top of your head and use that to give your client or customer a quote. Let me share with you 3 tools that can help you to deliver a professional estimate to your clients or customers that will leave you feeling relaxed and won’t break the bank. 

QBO

If you are already using QuickBooks Online to manage your monthly bookkeeping then you can use the estimating tool embedded in the software. It is available on all subscription levels. Here is a link to a short video to show you how to do estimates in the software. 

Quotient

This great tool allows you to create professional quotes and see when your client or customer has viewed them in real time. It can also be used with Quickbooks Online Advanced subscription level. Check out Quotient here to see what others think about it and all the features it offers. 

Quoter

They are an easy-to-use quoting software that offers automation workflows according to their website. They also integrate with Quickbooks Online and offer other options within their software. Check them out here.

So the next time you are asked for a quote there will be no need to break out into a cold sweat. Check out the tools above to see which one will work best for you and provide your clients or customers with an outstanding quote experience. What system do you currently use for delivering quotes to clients or customers? Share in the comments below

Keep IT Sunny~