Assign new or existing pricing options
for new customer. PM/CM also provide the ability to provide unique
quotes per jobsite. You can quickly change pricing options from a
dropdown list as you move through the bidding procedures.
View and management various quotes
with color coded options through the quoting procedures with customizable
quoting stages. Organize quotes per salesman, size of job, and status.
You can now always stay on top of salesmen's activities.
After a quote is approved you can export
them directly to Microsoft Word using a customized template. It's
as simple as printing and sending to the customer from there. You
can even modify the quote template to present your image.